Managing Tasks and Task Groups

Create tasks, organize them into groups, and track progress.

Managing Tasks and Task Groups

Tasks are the building blocks of every project in ZonaPlan.

Creating Tasks

1. Open a project and go to the **Tasks** tab
2. Click **Add Task**
3. Fill in the task details:
4. Save the task

Task Groups

Organize related tasks into groups for better structure: 1. Click **Add Group** to create a group 2. Name it (e.g., "Foundation Work", "Electrical Rough-In") 3. Drag tasks into the group or create tasks within it 4. Groups can be collapsed/expanded for easier navigation

Task Statuses

Tasks follow a lifecycle:

Task Options

• **Require Inspection**: Mark tasks that need verification before they can be marked DONE
• **Require Media**: Force workers to upload photos when completing the task
• **Attachments**: Add documents, drawings, or photos to a task
• **Comments**: Team members can discuss the task with threaded comments

Bulk Actions

Select multiple tasks to: - Change status in bulk - Reassign to a different team member - Move to a different group