The Task Management features in the Titan Maintenance (Urgent) Platform provide tools to monitor, update, and manage tasks/work orders as they move through their lifecycle. This guide outlines the key functions available for managing task status, related actions, and handling quotes.

Browsing Task Information

Use the tabbed interface within the task detail view to browse comprehensive task data including history, attachments, and financials. Access to view or edit content within these tabs depends on your level of access to the system. 

Changing Task Status

Tasks are expected to progress through a defined workflow, usually handled by the assigned supplier or contractor. Users with the appropriate permissions will see a Change Status button to progress the task to the next stage.

Manage Quotes

Quotes are managed within the task to keep all work order history together. 

Add a Quote

Click the add Add Quote button.

Enter the quote amount or itemized lines (if enabled) and upload relevant documents.

Once submitted, the task status will automatically update, and the quote will be stored in the Financial tab.

View, Approve, Decline, or Refer a Quote

In the task's Financial tab, click the eye icon to review quote details. 

On the quote details screen, the options available will depend on your level of access.

You may be able to Decline or Approve the quote, or you may be able to select a user with approval access and refer the estimate to that user. 

Other Task Actions

Using other shortcut buttons or the Actions button, users with appropriate permissions may: 

• Chase the task: Send a reminder or follow-up.
• Add a note: Notes can be flagged as actionable to appear in the notifications bubble. 
• Make edits to the task's details, matrix, or workflow
• Create a related task
• Create a child task
• Clone the task
• Resend notifications related to the task

Please contact the Techniche support team if you have further questions.