Scheduled tasks and To Do

Scheduled tasks help your team plan recurring control work such as flushing, sampling, and maintenance. Tasks live on the Scheduling page.

The Scheduling add-on must be enabled for your organization. Without it the page shows a short message with a link to billing.

Page layout

• Calendar shows tasks per day. Drag tasks from the unscheduled list onto a day to plan them.
• My tasks lists items assigned to you with due dates and complete actions.
• Activities to schedule holds tasks that are not yet on the calendar.

Filter by assignee, building, task type, and status.

Task types

Flushing, Sampling, Maintenance, Temperature, Inspection, and Disinfection. Each type has its own color in the calendar.

Create a task manually

Select Add new activity and set type, priority, building, optional space or asset, assignee, and due date.

Tasks from asset action plans

On an asset, open the action plan and enable a measure such as Flushing with a frequency in days. Default frequencies: flushing and sampling every 7 days, temperature daily, maintenance and inspection every 30 days, disinfection every 90 days.

Complete or reassign

Mark tasks as done, unassign, or delete them in My tasks or the calendar. Overdue tasks are clearly marked.

Tasks are separate from alerts: a flush task reminds staff to act before a stagnation alert triggers. After flushing, close any stagnation alert with Flushed so sensor data can confirm.