Why this matters: Tasks are the backbone of project execution in SubcontractorHub. They're the action items and reminders that keep your crew on track — from permit applications to final inspections. Understanding how tasks work helps you stay organized, delegate effectively, and make sure nothing falls through the cracks.

This guide explains what tasks are, how they're created, and how to use them to keep your projects moving.

Tasks are action items or reminders assigned to users in relation to a project. They help your team know exactly what needs to be done, who's responsible, and when it's due.

1. Go to your project details page.

2. Click the "+" icon in the Tasks Lists section on the right side.

3. Fill in the task details: - Subject — what needs to be done - Assign To — yourself or another project member - Status — select from: To Do, In Progress, In Review, Completed, or Cancelled - Due Date — when the task should be completed [Image: Task creation form with fields]

4. Click "Submit" to create the task.

💡 Pro Tip: You can assign tasks to yourself or any team member using the "Assign To" dropdown. This is great for delegating work across your crew.

5. Tasks can also be viewed and managed from the Task Menu in the main navigation.

6. To edit a task, click on the task subject to open its details on the left side.

7. Click the "Edit" button to modify the details, then click "Update" to save your changes.

Scenario: Sarah converts a solar proposal into a project. SubcontractorHub automatically creates tasks like "Schedule Site Survey," "Apply for Permit," and "Order Materials" — each pre-assigned to the right team member from the task template. Sarah's install coordinator, Mark, sees his tasks immediately and starts scheduling. When the site survey is done, he changes the status to "Completed" and moves on to the next task. The whole team can see progress at a glance.

🏆 Set up task templates — work with your admin to configure default tasks in the Database. This ensures every new project starts with the right action items already assigned.

🏆 Use status updates religiously — keeping task statuses current gives your whole team visibility into where each project stands.

🏆 Check the Task Menu daily — the main Task Menu gives you a bird's-eye view of everything assigned to you across all projects.

🏆 Assign to the right person — using the "Assign To" dropdown ensures the responsible person gets notified and the task shows up on their dashboard.