How can I create a Task Report for my trade partners?

updated

January 16, 2020

Are there times it would be helpful to either fax or hand your subs a list of all their project tasks? No problem!

Head to the Main Menu > Reports > Open Tasks.

There you can specify the report criteria by project, trade partner and task type. This report will include the project name, address and contact information for the client.

In the upper right corner you will see a printer-friendly icon. Just click and print!

This report is unique because it includes the client's contact information. When you want your sub to coordinate directly with the client, such as on a warranty request, this report makes it easy.

Of course, the Task Manager (Main Menu > Task Manager) and the All Tasks Report can also print out much of the same information, but in a different format. Like with any tool, you'll need to select the one that best meets your needs.

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