Connect every to-do to the job
Link tasks with records, documents and project activities. An item preserves why it exists and which part of execution it affects.
What you'll learn
How connect every to-do to the job works inside Perfour.
What information you need and how it stays connected to To-do Tasks.
How to preserve traceability and find the record later.
How to complete task context
- 01
Understand the objective
A task turns an open item into executable work with an owner, status, priority and date. It can live inside a project or as an organization-wide to-do. This guide focuses on connect every to-do to the job.
- 02
Prepare task context
Write an actionable title, description, category, priority, owners and due date. Add attachments, comments and links to drawings or other records when they provide context.
- 03
Complete the workflow in Perfour
Create and assign the item, update its status during execution, resolve comments and close it when the result has been verified. Filters and views help prioritize work. Relationships explain why the open item exists.
- 04
Review relationships and traceability
Tasks can connect with the project, drawings, schedule, quality, RFIs and other records. Comments and attachments remain beside the work they explain. Do not close a task only because someone marked it done: verify the result, evidence and dependencies. Regularly review overdue, blocked and unassigned work.
Frequently asked questions
What is task context and what is it for?+
A task turns an open item into executable work with an owner, status, priority and date. It can live inside a project or as an organization-wide to-do.
What information do I need to connect every to-do to the job?+
Write an actionable title, description, category, priority, owners and due date. Add attachments, comments and links to drawings or other records when they provide context.
How is this process completed in Perfour?+
Create and assign the item, update its status during execution, resolve comments and close it when the result has been verified. Filters and views help prioritize work. Relationships explain why the open item exists.
Which other modules does it connect with?+
Tasks can connect with the project, drawings, schedule, quality, RFIs and other records. Comments and attachments remain beside the work they explain.
What should I check before considering it complete?+
Do not close a task only because someone marked it done: verify the result, evidence and dependencies. Regularly review overdue, blocked and unassigned work.