Tasks

Tasks are the project’s work list: each one has a title, a description, one assignee, a due date and up to 10 attached files. The Tasks page shows your own tasks across your live projects; each project also has its own Tasks page showing everyone’s.

Adding a task

Add task opens the task straight away, and every field saves as you fill it in — there is no save button. The one thing to know: the task only exists once it has a title and a project, and the footer tells you which is missing until it does.

Assigning a task to someone else notifies them; assigning one to yourself doesn’t. A task can move to another project later, and its attachments move with it.

To add a standard list of tasks in one go, apply a template instead.

Statuses

There is no status to set on a task. Navanto works it out from the two things you do control, the due date and whether it is done: a task past its due date shows overdue, one within two business days of it shows due soon, a finished one shows complete, and a task that is simply on track shows nothing. Mark complete on the task is the only status action there is.

Linked items

A task can be linked to an approval or a drawing revision under Linked items, and on a snagging project, to a snag. The link works for you in one direction worth knowing: completing the last task linked to a drawing revision marks that revision Complete.

Tasks are for your team only — your client never sees them. On a completed project tasks stay readable but nothing can be changed.