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Project Phase and Task Management

Learn how to set up tasks, assign owners, manage budgets, and generate work orders within your projects

Updated over 9 months ago


Outline: Optimizing Project Management with Flowpath

  1. Introduction

    • Explanation of diving deeper into tasks and phases within a project in Flowpath.

  2. Accessing and Navigating Projects

    • Clicking into the project to access phases and tasks.

    • Renaming tasks and setting start/end dates, budget, total cost, and task owner.

    • Assigning categories, vendors, sites, and locations to tasks.

    • Selecting equipment and changing task colors for visualization on the Gantt chart.

  3. Adding Details to Tasks

    • Adding descriptions and checklist items to tasks.

    • Updating attachments for reference.

  4. Generating Work Orders

    • Enabling work order generation on the start date of tasks.

    • Work orders will include all task details for execution.

  5. Communication and Task Management

    • Communicating within tasks through comments.

    • Adding or deleting phases and tasks as needed for project optimization.

  6. Conclusion

    • Summary of optimizing project management with FlowPath for efficient task management and work order generation.

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