---

Creating a Task

First, navigate to Tasks from the Project Management dropdown.

Click New from the Tasks dashboard.

Create your Task by giving the Task a title.

Once your Task is titled, you can conveniently assign one or more users, set a Due date, and Add subtask(s), from the main Tasks page utilizing the inline editing state. Adding Subtasks to a Task helps break down larger tasks into clear, actionable steps.

 

For additional Task options, select the arrow button to expand the Task details panel.

From this panel you can:

• Add a Description to provide context
• Upload Attachments, including project files 
• Create new Word or Excel documents

Tasks can also be created from the All Jobs list view. Tasks created this way are automatically assigned to a 'General' job and can then be reassigned to the correct job later.

---

Organizing and Managing Tasks

The Tasks dashboard provides flexible tools that help teams organize work and prioritize what matters most. 

Built-In Task Views

Tasks include several built-in views that help you quickly focus on specific work. 

The My Tasks tab is the default view. This view displays all Tasks and Subtasks currently assigned to you, providing you a focused view of the work that requires your attention. 

The All Tasks tab displays any and all created and completed Tasks. 

For Tasks that function as punchlist items, you can categorize them within the Punchlists tab. This allows teams to track punchlist-specific work separately and maintain clear organization as a project moves toward completion. 

---

Custom Tabs

In addition to the built-in views, users can create Custom Tabs to organize their Tasks list into dedicated views within the Tasks dashboard. 

Custom Tabs allow you to save groups of tasks as their own tab, making it easy to switch between different workflows or priorities throughout the day. 

For example, you might create tabs for:

• Upcoming Tasks
• Past Due Tasks
• Tasks Assigned to a Specific Team

After making changes to a tab, you can save the current tab or create a new one. 

 

You can also right-click a Custom Tab to: 

• Rename the tab 
• Duplicate the tab 
• Set it as your default tab
• Remove the tab 

---

Filtering Tasks

Within each tab (including Custom Tabs), you can apply filters to refine which Tasks appear in the list. 

Standard filtering options include:

• Assignee
• Due Date
• Status
• Task Type

For more advanced organization, you can create custom Tags within the Task panel to group related work and filter Tasks more easily. 

---

Customizing Your Task List

Users can also customize how their Task list appears by adjusting 

• Column order
• Sort order
• Visible Columns

Additional columns can be added, including custom fields, allowing teams to tailor the Tasks dashboard to match their workflows. 

Filtered lists and customized layouts can be saved as custom views, making it easy to return to frequently used task lists. Saved views are visible to all internal users across jobs, helping teams stay aligned on how work is organized. 

---

Notifications and Collaboration

Tasks support team collaboration through built-in commenting and notifications. 

Within the Task Panel, users can leave internal comments on Tasks and Subtasks, which are visible directly within the list view through the comment indicator icon. Within comments, you can use @mentions to notify specific team members and highlight important updates. 

---

Notifications are automatically sent when:

• A Task is assigned
• A due date reminder is approaching
• A user is @mentioned in a comment 

Notifications are delivered via email, helping ensure important updates are not missed. 

---

Tasks can also be linked directly to Schedule Items, allowing project work to stay aligned with your schedule.

Once linked, the Task will appear within the Schedule Item as a linked item that follows the associated schedule activity.

 

---

Interested in Learning More? 📚

Visit the Buildertrend Learning Academy to explore additional learning opportunities — from live group trainings and certifications to on-demand courses and more.

For questions or additional support, contact our Customer Support team via Live Chat, email support@buildertrend.com, or call 1-888-415-7149 — we’re always happy to help.