Managing Company Tasks

The Manage Tasks page allows users with the appropriate permissions to view and manage all service requests and tasks across the organization. Unlike the Home > My Tasks page, which only displays tasks assigned to members of a specific Service Request List, this screen provides a centralized view of every task generated from service requests, regardless of who they are assigned to.

This makes the Manage Tasks page especially useful for administrators, facility managers, or team leads who need oversight and control of task assignments, priorities, and progress.

User Permissions

Permissions for the Manage Tasks page can be tailored based on the level of access a user needs.

Basic Access

For users who only need minimal permissions, such as viewing tasks, updating statuses, or adding notes, assign the following permissions to their custom group:

• Service Tasks > Group members can access “My Tasks” and act as task responders
• Service Requests > View access

Advanced Access

For users responsible for coordinating services or managing tasks throughout their entire lifecycle, additional permissions may be required:

• Group members have full access to all Service Task features
  • This provides the ability to assign tasks, set priorities, update statuses, set due dates, and add notes.
  • Any new permissions added to this group in the future will automatically be granted to these users.
• Group members can manage all tasks (Task Manager)
  • This provides full control to assign tasks, set priorities and statuses, set due dates, and add notes.
• Group members can access “My Tasks” and act as task responders
  • This grants access to the Home > My Tasks screen, along with the ability to update statuses and add notes.
  • This applies when higher-level permissions are not enabled.
• Group members can assign tasks to themselves
  • This allows a user to assign a task to themselves, update its status, and add notes.
  • The “My Tasks” and task responder permissions must be enabled for this to apply.
• Group members can assign tasks to other users (and themselves)
  • This allows a user to assign tasks to themselves and other users, in addition to updating statuses and adding notes.
  • The “My Tasks” and task responder permissions must be enabled for this to apply.

Configuring Tasks

To make changes to a task, first select the checkbox next to the task you want to update, then open the Task Management menu.

• Assign to Me: This will assign the currently logged-in user to the task.
• Assign to User: This will show a list of users who are configured for the service request list that can be assigned to the task.
• Unassign: This will unassign anyone who was previously assigned to the task.
• Set Status: This will set the status of the task.
  • Open (default)
  • In Progress
  • Closed
  • Canceled
• Set Priority: This will set the priority level of the task.
  • Low
  • Normal (default)
  • High
  • Urgent
• Set Due Date: This will allow you to set a custom due date if the automatically configured due date isn't accurate.
• Clear Due Date: This will clear the due date and set it back to the automatically configured due date.
• Add Note: This will add a note to the task's details.

Helpful Hint!

If you click the status in the table view, it will open the task details popup similar to the one that appears on the My Tasks screen.