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How to Manage Tasks

Category: Reporting System Category: Web System User Guide Updated: May 22, 2026

How to Manage Tasks

The Task Management module is one of the most important areas of the UK Comms Reporting System. It allows administrators, project managers, and site managers to create tasks, manage task information, track engineer progress, review submissions, generate reports, and print project labels.

The Task Management menu contains the following sections:

  • Tasks > List
  • Tasks > Add New
  • Tasks > Reporting
  • Tasks > Labels List

Creating a New Task

Purpose:

The Add New Task page allows administrators, project managers, and site managers to create individual tasks that will later be assigned to engineers for completion.

Steps to Create a Task:

  1. Navigate to Task Management > Add New.
  2. Select the required Project.
  3. Select the assigned Engineer.
  4. Select the required Cable / Device Type.
  5. Enter the task details.
  6. Upload any supporting documentation if required.
  7. Click Add New Task.

Task Fields:

Depending on the project configuration, some or all of the following fields may be available:

  • Project
  • Engineer
  • Cable / Devices
  • Sector
  • Zone
  • Component ID
  • Path
  • Component ID Path
  • Remote Unit
  • Serial Numbers
  • Batch Number
  • Level
  • Indoor / Outdoor
  • Type
  • Device Description
  • Difficulty
  • Cable Validation
  • LSZH
  • Standard Jacket
  • LSZH Standard Jacket
  • Cable Full Description
  • Full Description
  • Round Up
  • Points Per Round Up
  • Scope
  • Pre Labels
  • Labels
  • Device / Length of Cable Qty
  • Points Per Design
  • Phase
  • Planned
  • Shift Pattern
  • Status

Automatic Field Population:

Several fields are automatically populated by the system based on previously selected values. These fields cannot be manually modified and help maintain data consistency across projects.

Uploading Task Documents:

  1. Locate the Documents section.
  2. Drag files into the upload area, or click the upload area to browse your computer.
  3. Select the required file(s).
  4. The selected documents will be attached to the task.

Supported Documents:

  • Design Drawings
  • Site Plans
  • Technical Documents
  • Installation Instructions
  • Customer Documentation

Managing Tasks from the Task List

Purpose:

The Task List page displays all tasks currently available in the system and provides tools to search, filter, edit, and manage them.

Accessing the Task List:

  1. Navigate to Task Management > List.
  2. The system will display all available tasks.

Available Filters:

  • Select Project - Filter tasks by project.
  • Select Cable / Devices - Filter by cable or device type.
  • Select Engineer - Filter by assigned engineer.
  • Sector - Filter by sector.
  • Zone - Filter by zone.
  • Project Manager - Filter by project manager.
  • Site Manager - Filter by site manager.
  • Status - Filter by task status.
  • Sort By - Sort task results.
  • Search - Search using Task ID or other searchable values.

How to Filter Tasks:

  1. Navigate to Task Management > List.
  2. Select one or more filter options.
  3. Enter a Task ID if required.
  4. Click Search.
  5. The filtered results will be displayed.

Importing Tasks Using CSV

Purpose:

The CSV Import feature allows administrators to create multiple tasks at once instead of entering them individually.

Downloading the Sample CSV:

  1. Navigate to Task Management > List.
  2. Click Upload CSV.
  3. Click Download Sample File.
  4. Save the CSV template to your computer.

Uploading Tasks Using CSV:

  1. Open the downloaded sample CSV file.
  2. Enter the required task information.
  3. Save the completed CSV file.
  4. Navigate to Task Management > List.
  5. Click Upload CSV.
  6. Click Browse.
  7. Select the completed CSV file.
  8. Click Submit.
  9. Wait for the import process to complete.
  10. Verify the imported tasks in the Task List.

Important Notes:

  • Always use the provided sample CSV format.
  • Do not modify the column structure of the template.
  • Large imports may take additional processing time.

Editing Existing Tasks

Purpose:

Administrators, project managers, and site managers can modify existing tasks and review engineer activity.

Steps to Edit a Task:

  1. Navigate to Task Management > List.
  2. Locate the required task.
  3. Click the Edit icon.
  4. Update the required information.
  5. Save the changes.

Task Detail Tabs

The task edit page contains four separate tabs:

  • Update Task Detail
  • Engineer Submissions
  • Score Calculations
  • Submission History

Update Task Detail

Purpose:

This tab contains the master task configuration and allows authorised users to update task information.

Steps:

  1. Open the required task.
  2. Select the Update Task Detail tab.
  3. Review the existing task information.
  4. Modify any editable fields.
  5. Save the changes.

Engineer Submissions

Purpose:

This tab displays information submitted by engineers through the mobile application while working in the field.

Managers can use this section to review completed work, validate installation information, and verify supporting evidence before approving project progress.

Viewing Engineer Submissions:

  1. Navigate to Task Management > List.
  2. Locate the required task.
  3. Click the Edit icon.
  4. Select the Engineer Submissions tab.
  5. Review the submitted information.

Information Available:

  • Comments
  • Installation Date
  • Status
  • BTS Termination
  • BTS Label
  • Mobile Termination
  • Testing Results
  • VSWR Data
  • Near Pictures
  • Far Pictures
  • Additional Installation Information

This information is submitted directly by engineers through the mobile application and forms part of the project's reporting and scoring calculations.

Score Calculations

Purpose:

The Score Calculations tab displays the points and revenue calculations generated from engineer submissions and the project's configured points data.

This section helps managers verify how the system has calculated completion scores and project progress.

Viewing Score Calculations:

  1. Open the required task.
  2. Select the Score Calculations tab.
  3. Review the calculated values.

Calculation Information:

Depending on project configuration, calculations may include:

  • Points Per Design
  • Device Quantities
  • Cable Quantities
  • Installation Percentages
  • Completed Points
  • Remaining Points
  • Total Revenue Completed
  • Remaining Value
  • Installation Completion Percentages

These values are automatically generated based on engineer submissions and project point settings.

Submission History

Purpose:

The Submission History tab provides a complete audit trail of all engineer activity related to a task.

Managers can use this information to review historical updates, investigate issues, and verify project progress over time.

Viewing Submission History:

  1. Open the required task.
  2. Select the Submission History tab.
  3. Review all historical submissions.

Information Available:

  • Submission Date
  • Submission Time
  • Engineer Comments
  • Additional Notes
  • Status Changes
  • Uploaded Images

This information helps managers understand the full lifecycle of a task and track all updates submitted by engineers.

Printing Task Labels

Purpose:

Task labels are used by engineers during installation activities to identify cables, devices, components, and project assets.

Labels help maintain installation consistency and improve asset identification throughout the project lifecycle.

Printing Labels for a Single Task:

  1. Navigate to Task Management > List.
  2. Locate the required task.
  3. Click the Edit icon.
  4. Open the task details page.
  5. Click Print Label PDF.
  6. The label PDF will be generated.
  7. Print or save the PDF as required.

Project Reporting

Purpose:

The Reporting section allows administrators, project managers, and site managers to generate project reports using task data and engineer submissions.

The reporting system is based on the Pivot Table structure used within imported project spreadsheets.

Reports provide valuable insight into project progress, installation completion, revenue tracking, and performance metrics.

Generating a Report:

  1. Navigate to Task Management > Reporting.
  2. Select one or more projects.
  3. Select a reporting field.
  4. Select one or more sectors or categories.
  5. Click Search.
  6. Review the generated report.

Available Reporting Fields:

Depending on project configuration, reports may be generated using:

  • Sector
  • Zone
  • Component ID
  • Path
  • Component ID Path
  • Cable / Device Type

Report Information:

Reports may display:

  • Number of Components
  • Total Points Per Design
  • Total Installation Completion
  • Total Revenue
  • Completed Revenue
  • Cable Lengths
  • Device Quantities
  • Project Totals

Exporting Reports:

  1. Generate the required report.
  2. Click Download Excel.
  3. The report will be downloaded in Microsoft Excel format.

Managing Labels

Purpose:

The Labels List section provides a centralized location for viewing, filtering, printing, and exporting labels generated from project tasks.

Labels can be reviewed across all projects or filtered to display labels for a specific project.

Viewing Labels:

  1. Navigate to Task Management > Labels List.
  2. Select one or more projects if required.
  3. Click Filter.
  4. Review the displayed labels.

Information Available:

  • Task ID
  • Task Name
  • Project Name
  • Generated Label

Printing Individual Labels

Purpose:

Print a single label for an individual task or installation activity.

Steps:

  1. Navigate to Task Management > Labels List.
  2. Locate the required label.
  3. Click Print Label.
  4. The label will be generated.
  5. Print or save the generated label.

Printing Multiple Labels

Purpose:

Generate and print multiple labels at the same time.

This feature is useful when preparing labels for large installation activities.

Steps:

  1. Navigate to Task Management > Labels List.
  2. Select the required labels using the checkboxes.
  3. Click Print Selected Labels.
  4. The selected labels will be combined into a printable document.
  5. Print the generated document.

Exporting Labels to CSV

Purpose:

Export label information for offline review, record keeping, or integration with other systems.

Steps:

  1. Navigate to Task Management > Labels List.
  2. Select one or more labels using the checkboxes.
  3. Click Export Selected Labels CSV.
  4. The CSV file will be downloaded automatically.

Best Practices

  • Create and configure projects before creating tasks.
  • Use CSV import when uploading large numbers of tasks.
  • Verify imported task information after each upload.
  • Review engineer submissions regularly.
  • Validate uploaded photographs and supporting information.
  • Monitor score calculations to ensure point accuracy.
  • Use Submission History when investigating task changes.
  • Generate reports regularly to monitor project progress.
  • Print labels before field deployment where required.
  • Export reports and labels for offline analysis and record keeping.
  • Review completed tasks before closing projects.
  • Ensure task information remains accurate and up to date.

Summary

The Task Management module provides a complete workflow for creating tasks, assigning engineers, reviewing field submissions, monitoring project progress, generating reports, and managing project labels. Proper use of task management features ensures accurate project tracking, reliable reporting, efficient engineer coordination, and successful project delivery throughout the UK Comms Reporting System.