Task Management Software

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Step 7. Documenting engineering company tasks  

Step 7. Documenting engineering company tasks

Each phase throughout the project lifecycle requires systematic work with documents which force managers to spend time and efforts in searching and storing necessary text fragments, files, and folders. The managers of engineering company try to create a document database built according to tasks and specificity of jobs.

VIP Task Manager provides ways for documenting tasks in a complex work environment of engineering company to track and perform tasks from assignment to completion phases. The company management can track the task workflow from the initiation to the completion and get reports on the performance of the tasks. The system creates report documents containing a customizable set of task attributes. With such documents the management of engineering company can review project progress. Task documenting with tools of VIP Task Manager gives the following benefits:

  • Systematizing tasks and documents
  • Systematizing information and attaching it to tasks (text, figures, tables, etc.)
  • Comfortable work with documents
VIP Task Manager allows to store documents in project database.

Task attributes "Notes" and "Attachment"

Some documents can be added in a task in form of notes. Each task has attribute "Notes" which can contain text information. For example, on the first phase of "Horizontal Drilling Project" the head of Geotechnical Services Department can specify project requirements received from the customer. In the task "2. Explain the project requirements to team" he adds requirements in "Notes" so the team can easily read it. Task notes can be used for instructions, short reports, task description, etc. In order to enclose documentation of work result to the project database, managers of engineering company can use task attribute "Attachment". File or link can be attached to a task.

Exporting task list to MS Excel

VIP Task Manager has helpful feature to quickly and easily export data from engineering company database to Microsoft Excel sheets. The feature allows to export Task List view, Task Tree view, Calendar View, or Resource List view to the most popular office format. Manager of engineering company can use the feature to print out a copy of task schedule or a task list, and send it to remote employees by email.

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