Manage Tasks

Manage your workload efficiently by prioritizing, organizing, and tracking tasks to ensure critical items are never missed and deadlines are met.

  • The first time you open Respond, you need to add any apps or pages you need or want to access. For example, use the Route menu option to add a menu item that navigates to the Asset Details, License Management tool, and other pages. See Add Menu Items and Edit Item Fields for more information.
  • Users must have the View permission selected under Case Admin > Business Case in Admin to see tasks. See Security Roles in the Admin Guide for Trimble Unity Maintain and Trimble Unity Permit for more information.
  • Checklist items must be completed in order to complete a task. See Complete Checklists for more information.

In order for a case to progress, the tasks associated to the case must be completed.

  1. Open Task Manager and perform a search. See Search for Tasks for more information on performing a search.
  2. In the Scheduled tab, click the three dots icon to the right of the task.
  3. Click Complete Task.

  1. Select a result from the Complete Task panel and click Complete. The task result is updated and the task is moved to the Completed tab.

You can mark a task as important to ensure it gets immediate attention, and manually reorder tasks to better prioritize your workflow.

  1. Open Task Manager and perform a search. See Search for Tasks for more information on performing a search.
  2. In the Scheduled tab, click the three dots icon to the right of the task.
  3. Click Mark as Important. This adds a red flag next to the task name for quick visual identification.

  1. To remove the flag, click the three dots icon next to a task with a red flag and select Mark as not Important.
  2. Tasks are ordered by the target start date by default. To reorder tasks, click and drag the reorder icon on the left of any task and drop it into the desired position. Note that you can only rearrange tasks that are assigned to you.

You can show a task on the map.

  1. Open Task Manager and perform a search. See Search for Tasks for more information on performing a search.
  2. In the Scheduled tab, click the three dots icon to the right of the task.
  3. Click Show on Map.

Tasks can be removed in Task Manager.

  1. Open Task Manager and perform a search. See Search for Tasks for more information on performing a search.
  2. In the Scheduled tab, click the three dots icon to the right of the task.
  3. Click Cancel Task.

  1. Click Cancel on the confirmation panel.