To-do Tasks / 02

Give every commitment an owner

Assign each task to a person or team and make the next actor visible. Ownership stays clear until the item closes.

6 minutes
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In this guide

What you'll learn

01

How give every commitment an owner works inside Perfour.

02

What information you need and how it stays connected to To-do Tasks.

03

How to preserve traceability and find the record later.

Step by step

How to complete task owners

  1. 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 give every commitment an owner.

  2. 02

    Prepare task owners

    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.

  3. 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. One or more owners make the next actor visible.

  4. 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.

FAQ

Frequently asked questions

What is task owners 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 give every commitment an owner?+

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. One or more owners make the next actor visible.

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.