You can manage your tasks via the Task Explorer.

By default, all tasks will be displayed in the Task Explorer.

You can filter your tasks via the Quick Filter button.

You can filter via the column filters.

You can filter by client and project in the tree on the left side of the Task Explorer.

Another way to view tasks for a specific project is within the Project Explorer. When a project is selected, click the Tasks tab at the bottom of the interface.

If you want to see all of the tasks for a client, not just the ones for the selected project, select the Show All Tasks for Client check box.

To edit an individual task, you can double-click it in the Task Explorer grid or select it and click the Edit button.

This will open the task for editing, where you can edit any necessary fields. For example, you may want to enter the actual hours for the resources, mark items as installed, change the status to % Complete, etc.

If you are using Mobile Install (MI), many of these fields will be updated automatically when changed in MI.

You can edit multiple tasks using the Mass Update function on the ribbon.

You can choose which fields you want to update for the selected tasks.

The Time Sheets tab displays all time sheets synchronized from MI, and you can also create time sheets here.

You can lock and unlock tasks and Task reports. You must have permission to lock and unlock tasks or Task reports.

When a task is locked, it can not be edited, and when a task's reports are locked, no reports can be generated for the task. Locking can be done manually or via Workflow Rules.

When a task or its reports are locked, you will see the lock icon next to the task in the Task Explorer.

If you are using MI, tasks will automatically update with the edits made in the MI interface, such as time sheets, serial numbers, site items, and site notes.

If site items were added to the task in the MI interface, they must be added to the task again to add them to the project.

When you open the project again, you will be prompted to add the site items.

This will open a form to select the site items you want to add to the project. Click the Add to Project button.

A form will open where you can select a product from your catalog and choose the location and system where you would like to assign the product.

This form may be pre-filtered to Items in your catalog based on the fields you entered for the site items, but you can click the Reset button on the ribbon to see all items.

Once added, you will be prompted to save and check in your project.