Which tasks ArchiBoard creates on its own
Keeping the next step for every item in your head is hard, especially with a hundred products in the estimate. ArchiBoard creates tasks as the project moves and closes them when the step is done. Nothing gets forgotten, and the team sees who is doing what.
- 1
Assign responsible people
In project settings, in the «Responsible people» block, set the designer, procurement specialist and client. Automatic tasks will go to them.
- 2
Work with the estimate as usual
Tasks appear on their own: approve an item, order it, request an invoice, pay an invoice by a due date, pay the balance, invoice the client, request a commission from the supplier, take measurements, accept the item on site, request a delivery date or a new delivery date.
- 3
Find your tasks
Your tasks are collected on the home page in «My tasks». All project tasks are on the task board in «Phases & schedule».
- 4
Mark the step as done
When the step is done, for example the item is ordered or paid, the task closes itself. You don't need to close it by hand.
Good to know
- Tasks without an assignee are shown on the home page in «Unassigned tasks». You can assign them with «Assign».
- If the client rejects an item in the portal, a task labelled «Client rejected» appears.
- Two working days before dispatch, ArchiBoard reminds you to pay the supplier the balance.
- You can also create a task for an item manually: estimate row → «Create task», or in bulk for selected items.
Related guides
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