Tasks

Tasks are NetSuite tasks, project tasks, non-working days, leave requests, or any other record that takes time and can be assigned to a resource. Tasks appear as rectangular elements with a label and status icon. Tasks may be single day or multi-day, have a primary assignee and secondary assignees.

Color Coding

Tasks are color-coded to make them easier to browse. By default, they're color-coded based on their priority. Completed tasks are gray but still show their priority in the border.

color coding in tasks showing priority and status

Icons

Tasks will show a status icon in the top right corner if they are on today or have activity on them.

Clock

clock icon in tasks

Status is Not Started.

Vehicle

vechicle icon in tasks

Status is In Progress but the primary assignee hasn't been detected on site.

Person

person icon in tasks

The task status is In Progress and the primary assignee has been detached on site.

Check

check icon in tasks

Status is Completed.

Alert

alert icon in tasks

Status is Not Started, and the start time has passed.

Error

error icon in tasks

Changes to this task didn't save successfully to NetSuite.

Context Menu

Right clicking or Ctrl + Left clicking a task opens a context menu. Click the customer, project, case, task, or asset name to go to the record in NetSuite.

Marker

marker icon in task context menu

Centers the map on the task.

Download

download icon in task context menu

Downloads the latest service report for that task.

Copy

copy icon in task context menu

Opens a new record form in NetSuite that's a copy of this task.

Cancel

cancel icon in task context menu

Resets changes to this task.

Save

save icon in task context menu

Saves changes to this task.

Time Zone

Tasks display a time zone with their date and time if they're not in the same time zone as your current view. The context menu always displays the task’s time zone.

General Notices