Overview

The Task Summary Page in the Urgent platform is the central hub for managing both reactive and scheduled maintenance tasks. It is the default homepage upon logging in and provides a comprehensive view of all tasks requiring attention.

Key Functions

From the Task Summary Page, users can perform a variety of essential actions, including:

• Opening tasks to view full details and perform actions like updating statuses or submitting quotes
• Filtering and sorting tasks based on different criteria to find relevant work quickly
• Exporting task data manually or setting up automatic export subscriptions

Customization Options

Users can tailor their Task Summary Page view to better align with their role and priorities. Customization options include:

• Reordering columns to highlight the most important data
• Adding or removing columns to control which information is displayed
• Applying filters to focus on specific types of tasks or statuses

The video below demonstrates how to display additional columns, apply filters, and save a custom filter.

You may also choose to subscribe to a custom or standard saved filter. This will create a report of the selected filtered tasks and send it by email at the frequency of your choosing.

Summary

The Task Summary Page offers powerful functionality to streamline task visibility and management. With built-in customization and export features, users can efficiently monitor and act on tasks to ensure maintenance processes remain smooth and timely.