Features/Shared/Tasks

Tasks.

Every action from every tool, on one board, with owners and due dates.

A task board for every building.

Free on every plan

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Building: Albion Court
Reference: BLD-ALB02
Shown: Illustrative

What it does.

One board per building.
Each building and site has its own board, with to do, in progress, review and completed columns. Drag a task across to move it on.
- Drag tasks between columns
- Colour-coded priority: low, medium, high or critical
- Due date, assignees and attachments shown on each card
- A personal task list across buildings, filtered by assignee, place, priority or text
Set it once, it repeats.
Weekly fire alarm tests, monthly inspections, quarterly servicing. Set up a repeating task and SAMRISK creates the next one when it falls due.
- Daily, weekly, fortnightly, monthly, quarterly or yearly
- Title, description, priority and column set once on the template
- Each new task carries its due date onto the calendar
- One template keeps the tasks coming
Everything in one place.
Description, priority, due date, assignees, attachments and comments. High and critical tasks need evidence before they close.
- A description for the detail
- Documents and folders attached from the building's files
- A comment thread on every task
- Evidence and a closing note for high-priority work

Real screens

In the app.

How tasks looks in SAMRISK, on the example estate.

The actions register across the company: each action with its place, source, owner, last update, due date, priority and risk in words.

Every action on one board in To do, In progress, Review and Completed, each card saying where it came from, its place and when it is due.

The task board of Riverside Tower: cards from assets, inspections and audits, each with its reference, due date and priority. — **A building's board**Each building and site keeps its own board too. Illustrative records.

Task columns: the board every new building starts with, five columns including a waiting column that keeps a card's status. — **Your default board**Set the board every new building and site starts with.

The example estate; records are illustrative.

Connects to.

Feeds it

MaintenanceRequests from residents and staff, triaged into work.

TasksShared

It feeds

CalendarInspections, deadlines and visits from every tool in one calendar, with an iCal feed.

Questions.

Can I have different columns on different boards?

Not at the moment. Every board has the same four columns: to do, in progress, review and completed.

How do recurring tasks work?

You set up a template with a title, description, priority, column, assignee and frequency. SAMRISK creates each task when it falls due, and the template stays as it is.

Do due dates show up on the calendar?

Yes. Any task with a due date appears on the building calendar and in your calendar feed. To change the date, edit the task itself.

Can multiple people work on the same task?

Yes. A task can have several assignees, and each is notified when they are added. Anyone with access to the building can comment.

Can I print or export the board?

Each building's tasks export to CSV or XLSX, and you can filter the export by status. There is no print view yet.

Related tools.

MaintenanceRequests from residents and staff, triaged into work.In Pro, or £15
CalendarInspections, deadlines and visits from every tool in one calendar, with an iCal feed.Free
DocumentsVersioned files and folders, the evidence behind everything.Free
TrainingWho is certified for what, and when it runs out.In Business, or £15

Get the work out of your inbox and onto a board.