Task Management and Scheduling Done Right
Who is Task Lens for?
Task Lens will help everyone who has a hand in delivering value in your company. As you move towards a centralized task management system, you will experience these benefits:
Administrators will know when a project or milestone is ready to invoice.
PMs will know where their jobs are at without constantly asking the team, and they won't have to run around dropping tasks off on desks.
Office staff will know what tasks are ready to work on now.
Crews will know what they are scheduled to work on and where they need to be.
Standardized task templates will help each job be done consistently and reliably, and everyone will know who has the ball.
The whole team will have better accountability, and will spend less time on management overhead while having fewer mistakes.
Structured Work BreakdownOrganize your job in a way that makes sense to you, separating out blocks of field work to schedule, and tasks that need to be completed in the office before or afterwards.
Link tasks together in the order that they need to be completed. Tasks are automatically assigned to the right people as the job progresses.
Tell the system which tasks are billing milestones, and Task Lens will notify administrators as soon as those tasks have been completed, so they can invoice immediately.
Assignments and Due Dates
Set task due dates and assign them to employees, and those tasks will automatically show up in their work backlog.
How does it work?
Scheduling Task BlocksTask Lens makes it easy to see the availability of your staff, and which tasks need to be scheduled.
Drag unscheduled task blocks onto the calendar
Just drag & drop a task onto an employee's calendar to schedule it. Move tasks around on the calendar, resize them, or make them take up multiple days.
Go back or forward in time (and space 🚀)
See what Fred was working on last week. See who will be close to Springfield next week, so you can save on travel and be more efficient.
Lock task schedules
Have a task that cannot move? Lock it so it stays put, even when the rest of the schedule moves around to squeeze in a new task.
Task backlog made easy.
Step 1: Login
Staff will login with their phone, tablet or desktop. They can do it anywhere, from the office to the field.
Step 2: Navigate to My Tasks
Click My Tasks from the tool dashboard. If Task Lens is installed into your Job Book site, My Tasks will appear next to the rest of the timesheet, costing, and project management tool.
Step 3: Review and Check-Off Tasks
See which tasks are assigned to me, and when they are scheduled or due. See job information for those tasks, including contacts and a map of the job locations. Click Edit Task Status to change the task to In Progress or Completed.
Everything your team needs to schedule and manage your project tasks
Create Task Templates for certain kinds of jobs or job work scopes to save time and keep jobs consistent.
Create Task Plans for jobs using Task Templates as building blocks.
Blocks of tasks can be set as Billing Milestones, meaning that Administrators will automatically know to invoice a milestone when the relevant tasks are completed.
Blocks of tasks can be grouped and scheduled to one or more crews. Projects can have as many or as few scheduled parts as you like.
Some tasks don't need to be scheduled, but added to a pool that staff can pull from based on priority. The less you need to schedule, the more flexible you are with project changes.
Tasks can depend on other tasks, automatically handed over to the next person as work is completed.
Choose your best plan
Standalone$40/month (per employee)
Task Lens on its own.
- Task Templates
- Task Plans
- Task Scheduling
- Task Pool
- Task Dependencies
- Customer Database
- Jobs Database