Tasks & Punch Lists · SubTrade feature
Who’s on what?
One board.
Tasks in the group chat are gone by Wednesday. SubTrade Tasks puts every task, deficiency and hazard on the job on one board, with the checklist, the drawing markup, the crew and the conversation on the card. From not started to done, nothing gets lost.
Up and running in under 10 minutes.
Tasks in 60 seconds: one board, task cards with checklists and markups, reminders, shifts, calendar and team views, and comments with your crew.
The board
Every task on the job, on one board
Open Tasks on any project and every item is on a kanban board: not started, in progress, ready for review, delayed and completed. Each card shows the priority, the due date and who is on it, so you can see at a glance what is moving and what is stuck.
- Five status columns, each with its own count
- Priority and due date on every card, overdue dates in red
- Crew avatars on the card so you know who owns it
- Search tasks by name
- One board per project, in the project’s side menu
Drag and drop
Drag it, add columns, filter by priority
Move a card to the next column when the work moves. Add your own columns when the five standard ones are not enough, rename them, and filter the board to high priority when you only have time for what matters today.
- Drag cards between columns to change their status
- Add your own columns and rename them
- Filter by priority: low, medium or high
- Edit, duplicate or delete a card from its menu
Create a task
A new task in seconds
Pick the type, name it, set the start and end dates, the priority and the status, and choose who is on it. Add a description if the crew needs more than the name. Save, and the card lands on the board.
- Action type: task, hazard, incident, observation, deficiency or maintenance
- Start date and end date
- Priority and starting status
- Assign one person or the whole crew
- Description for anything the crew needs to know
Task types
Hazards, deficiencies and incidents live here too
Not every item is a regular task. Flag an open floor edge as a hazard, a damaged corner bead as a deficiency, a cut hand as an incident or the drywall lift service as maintenance. Each type gets its own badge on the card, so the board tells you what kind of problem it is before you open it.
- Six types: task, hazard, incident, observation, deficiency, maintenance
- Colour badge on the card for each type
- Punch list items tracked the same way as regular tasks
- Change the type any time from the card
The task card
Open a card for the whole story
Every card opens to everything about that task: the members and due date, the description, a checklist with a progress bar, the drawing markup or file attached, and a resolution box for how it was fixed. Whoever picks it up knows exactly what and where, and whoever reviews it sees how it was closed.
- Members and due date at the top
- Rich text description
- Checklists with a progress percentage
- Attachments, including markups from the drawings
- Resolution: how the item was fixed, on the record
- Dates, assignees, task type and card colour from the side panel
Reminders
A reminder before it is due
Set a notification on the task for the people who need it, a set number of days before the due date and at the time you choose. The inspection booking does not get remembered the afternoon it was due.
- Pick who gets the reminder
- Days before the due date
- Time of day the reminder goes out
- Due date shown so you can check the math
Shifts from tasks
Turn the task into shifts for the crew
Once a task has people and dates on it, switch on Create Shifts and SubTrade puts those shifts on the crew schedule for you. The task and the schedule say the same thing, and nobody books the crew twice.
- Create shifts straight from the task
- Uses the task’s assigned users and dates
- Shifts land on the crew scheduling board
- Move the task to another status from the same panel
Calendar view
See what is due when
Switch the board to the calendar and every task sits on its dates for the month, coloured by status, with today circled. Total and overdue counts sit at the top, and a list layout is one click away.
- Month calendar with each task across its dates
- Colour by status: done, in progress, overdue
- Total and overdue task counts
- Month grid or list layout
Team view
Who is on what this week
The team view puts every crew member in a row and the days of the week across the top, with their tasks laid out on the days they run. You see who is loaded, who is free on Friday and how many tasks have nobody on them yet.
- One row per crew member, seven days across
- Tasks shown on the days they run
- Today highlighted
- Members and unassigned task counts
- Timeline or list layout, week by week
Comments
Talk it through on the task
The conversation about a task stays on the task, not in a text thread. The crew comments as the work goes, adds photos from site, and the office answers in the same place, so the next person to open the card has the whole story.
- Comments from anyone on the task
- Photos and files attached to a comment
- Newest first, with who wrote it and when
- Stays with the task after it is closed
Activity log
Every change, logged
Open the activity panel and see the task’s full history: when it was created and by whom, every status change, checklist update, file added and resolution. When a GC asks when something was finished, the answer is already written down.
- Created, updated and file added events
- Status changes from one column to the next
- Checklist progress and resolutions
- Who did it and when, on every entry
Common tasks & punch lists questions
Questions, answered straight
How does task management work in SubTrade?
Every project has a task board with columns for not started, in progress, ready for review, delayed and completed. Create a task with its type, dates, priority and crew, drag it across the board as the work moves, and close it with a resolution.
Can I use it for punch lists and deficiencies?
Yes. Mark an item as a deficiency and it gets its own badge on the board, with photos, a checklist and the resolution on the card, so the punch list closes instead of living on a legal pad.
What task types are there?
Task, hazard, incident, observation, deficiency and maintenance. Each shows as a coloured badge on the card.
Can I add my own columns?
Yes. Add columns beyond the five standard statuses, rename them, and drag cards between them.
Can I attach drawings and photos to a task?
Yes. Attach files and markups from the drawings to the task, and add photos to comments from site.
Can tasks have checklists?
Yes. Add a checklist to any task and the card shows the progress as a percentage as items are ticked off.
Can SubTrade remind people before a task is due?
Yes. Add a notification for the people you choose, a number of days before the due date and at a set time.
Can a task create shifts on the schedule?
Yes. Once a task has assigned users and dates, switch on Create Shifts and the shifts are added to crew scheduling.
Is there a calendar or team view?
Both. The calendar shows tasks across the month by status, and the team view shows each crew member’s tasks across the week, with unassigned tasks counted.
Can the crew comment on tasks?
Yes. Anyone on the task can comment and attach photos, and every change to the task is kept in the activity log.
Does task management cost extra?
No. Tasks are part of SubTrade on every plan, along with time tracking, crew scheduling, change orders and progress billing.