RB User Guide > Calendar > Tasks > Tasks (List View) & Tasks (Monthly View)
Monitoring & managing task assignments
To be sure that no part of a job that requires a separate resource has been overlooked, not assigned, or not acknowledged, use the Tasks functions to search for jobs, then review the jobs that RB found met your search criteria for any errors or omissions. You can update jobs here to add tasks, assign resources, send notifications and record acknowledgements. You can also delete or cancel tasks, and begin turning in the related job.
- Calendar > Tasks (List View)/Tasks (Monthly View)
- Find tasks to monitor/manage. See Searching task assignments.
- In:
- List View: Check the list for any incorrect or missing tasks, unassigned tasks, and blank notification or acknowledged dates.
- Monthly View: Roll over a job number to view basic task, job, and case information.
- To manage a task, click:
- The task’s hyperlink in List View.
- The job number on the calendar page in Monthly View.
- The View Job window opens with the View Task panel open automatically. Click Edit.
- To:
- Update tasks: To upload files or enter resource acknowledgements, page estimates, etc., see Updating tasks.
- Add tasks: See Entering tasks.
- Remove a task: If there is no assigned resource or the resource assigned to the task hasn’t been notified yet, you can delete it. Click More > Delete Task in the Edit Task panel. Then click Yes in the RB popup.
- Cancel a task: If the resource assigned to the task has been notified, you cannot delete the task. Instead, cancel it. Click More > Cancel Task in the Edit Task panel. Then click Yes in the RB popup to notify the resource. See Notifying resources individually.
- Reactivate a task: If a task has been canceled, it can be reactivated and a new resource assigned to it. Click More > Reactivate Task in the Edit Task panel. Then click Yes in the RB popup. You can then assign a resource to the task. See Assigning resources from within a job.
- Resend the assignment notification: If you need to send an assignment notification again to a resource, click More > Send Assignment Notification in the Edit Task panel. Then send the notification from the Send Assignment Notification panel. See Notifying resources individually.
- Turn in the related job: Click More > Turn In in the Edit Job/View Job window. See Generating invoices.
TIP: Task shortcuts
In List View, instead of clicking into a job to update it, there are 3 task functions you can access directly from the results pane: Click 
next to a job number and select:
- New to add a new task to the job.
- Set Acknowledged Date to record the current date and time as when the assigned resource acknowledged the job.
- Clear Acknowledged Date to remove the date and time listed in the Acknowledged Date column.
NEXT: Assigning resources vs. confirming jobs
If you pre-assign resources, you can assign them to tasks as you create the task or after you have saved the task. See Assigning resources. If you prefer to wait until you have confirmed a job before assigning resources, see Confirming jobs.
Reference
Step-by-step instructions