Organize your roofing projects with Roofr Task management that keeps teams aligned and jobs on track
Roofr Job Tasks
Adding a task
- In the Tasks tab of a Roofr Job card, type a description in ‘What needs to get done?’
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Add assignee (optional)
- The creator of the task will be the default assignee.
- Add a due date (optional)
- Click Add Task
Blocking
- When you toggle on the task as Blocking you will not be able to move this JOB to another stage until the task is marked as complete
- You can toggle off Blocking on tasks at anytime
- To mark a task as complete, check the box next to the task listing
💡When you try to drag and drop a job to a new stage you will be prompted to review any stage blocking tasks
- You can also set a task as Blocking when using tasks in automations.
Task order
- Drag and drop the order of your tasks to organize.