Docs › Projects & units

Tasks

Give your team clear jobs — on a project, a lead, a buyer, an agent or nothing — with owners, due dates, checklists, comments, files and a board view.

Tasks are available on every plan. Owners, admins, sales and construction staff can create, edit and comment on tasks. Buyers and agents never see them, not even the tasks linked to them.

Project tasks

Open a project and select the Tasks tab.

Add a task with just a title, and a description if you like. Add the details later: assignee, due date, priority (low, normal, high or urgent), trade category, unit, milestone and location on site.
Switch between the list and the board. On the board, drag a card to change its status: To do, In progress, In review, Done or Cancelled.
Filter by status, assignee, category, priority or unit, or show only Overdue tasks.
Select several rows to change their status, assignee, due date or category at once, or to clear their due date. Rows you are not allowed to change are skipped and listed.
Duplicate a task to repeat a job (bildflow has no recurring tasks).

In review is the "someone checks it" step. Any staff member can then move the task to Done. Moving a task to Done records when it was completed. Re-opening it clears that date.

The task drawer

Select a task to open it. Here you can edit every field and:

tick off checklist items;
comment, and type @ to mention a team member;
attach files, such as photos or drawings (private, counted against your storage);
choose who is watching the task.

My tasks

My tasks in the sidebar lists everything assigned to you or that you watch, across all projects. Overdue tasks come first. Each task shows what it is linked to (the project and unit, the lead, the buyer, the agent, or No link); select it to open that record. Use Linked to to show only one kind, for example only tasks with no link.

New task

Select New task. Give it a title and, if you like, a description, an assignee (you by default), a due date, a priority and a trade category. Then choose what it is linked to: Nothing, a Project (then, if you like, one of its units), a Lead, a Buyer or an Agent, found by searching by name. Leads need the client pipeline; buyers and agents need off-plan selling.

A task has at most one link. Change it later in the task drawer under Link to; a snag, and a task raised from the site diary, stay on their project. If the project you pick is shared with partner firms or guests (an invitation that is not accepted yet counts), bildflow warns you before you save, and keeps the button off until it has checked: their team will see the task, its comments, files and checklist. Tasks not linked to a shared project are only seen by your own team.

Tasks on a lead, buyer or agent

A lead page and a buyer page have a Tasks card: open tasks first, closed ones a click away. Add task creates a task already linked to that person.
On the Agents page, each agent shows how many open tasks are linked to them. Select the count to see them on My tasks (everyone's, not only yours), or Add task to add one.

An erased lead or buyer, or a removed agent, keeps their tasks; only the link goes.

Notifications

You are notified when a task is assigned to you or you are mentioned. You are also notified about comments and status changes on tasks you are assigned to, watching or created. Each morning, every assignee gets one digest of their overdue tasks. A task is overdue once its due date has passed in your workspace time zone, which an owner or admin sets under Settings › Workspace › Time zone. A notification about a task with no project opens it on My tasks.

On a phone

bildflow works in the phone's browser: add a task by title on site and fill in the details later. There is no offline mode yet.