Maintenance work is presented as five lists in the sidebar. All of them require permission to view maintenance tasks; without it, those entries do not appear at all.
Four of them carry a count badge in the sidebar, and the same four numbers appear as cards on Maintenance → Overview and feed the yacht's alert widgets. Schedules and open tasks belonging to archived components are excluded from these lists and counts.
Upcoming Tasks
The only list that shows schedules rather than tasks — planned work that has not been raised yet. It is split into two sections:
- Upcoming calendar-based Tasks — schedules whose next calendar trigger falls within the selected window (Next 30 days by default). This half can be shown as a Calendar or a Table, with a toggle, and the calendar can be paged month by month. In Table view, the Filter panel adds a Due Date range selector (This week, Next week, Next 30 days, This month, Next month, Next 3 months, or a custom date range); the calendar always shows the 30-day upcoming window. The table's columns are Component, Component Tags, Task Name, Priority, Schedule, Last Completed at and Next Due Date.
- Upcoming running-hours Tasks — every schedule driven by running hours that has a recorded last-completed reading, sorted so the closest is first. Its columns are Component, Component Tags, Task Name, Priority, Schedule, Last Completed At and Hours Left — or, for anything already past its interval, how many hours overdue it is. There is no time window here: hours accumulate at a rate nobody can predict, so the whole list is shown.
Clicking a row (or its edit button) opens the schedule so it can be reviewed or edited. Fulfilled one-time schedules and schedules on archived components are excluded.
The sidebar's Upcoming Tasks count combines both halves using the 30-day window: every running-hours schedule with a recorded last-completed reading, plus the calendar schedules falling between today and 30 days out. A calendar schedule that is already past due is not counted here — it has become a task, and shows up in Open and Overdue instead.
Open Tasks
Every maintenance task on an active component that exists and is not yet completed, regardless of due date. The table shows Task Name, Component, Component Tags, Type — Planned if it was raised from a schedule, One-time if it is an unscheduled job or defect — Priority (High, Medium or Low), Status (To do or In progress), Due Date, Assignee, Ranks and Department.
Overdue rows call out how many days late they are (X days overdue!); a task due today says Deadline is today! and a deferred task shows Postponed.
Overdue Tasks
The same table, narrowed to open tasks whose due date is earlier than today. A task due today is not overdue. Because an overdue task is still open, it is counted in both lists — the overdue count is a subset of the open count, not a separate bucket.
Critical Tasks
Open maintenance tasks whose component is flagged as a Critical Component. The page itself is titled Critical Component Tasks. Again a subset of the open tasks, filtered by the criticality of the machinery rather than by date.
History
Completed maintenance tasks, newest completion first. Unlike the other lists, History is loaded a page at a time and every filter is applied on the server, because completed work accumulates without limit. Sorting by task name, component, priority or due date is supported. Completed tasks remain in History even if their component is later archived.
A completed task can be archived from its row or its details — for example one closed by mistake or a duplicate. This requires permission to delete maintenance tasks. An archived task leaves History, the component's completed tasks, the counts and the exports, but it is kept: the Show archived button (the archive icon in the action row) switches the list to Archived Tasks, where Restore brings one back (provided its component is not archived). While archived, a task can be read and exported as a single-task PDF, but not edited. Archiving does not undo the completion, so a linked schedule still counts its next interval from that completion.
How overdue, upcoming and critical tasks trigger alerts
Maintenance counts surface as alerts in two places for users who have permission to view maintenance tasks:
- Dashboard → At a Glance (boat-wide) shows up to four Maintenance alert rows whenever their count is above zero: Critical Tasks and Overdue Tasks as urgent (red) alerts, and Upcoming Tasks and Open Tasks as warning (yellow) alerts. Clicking any row opens the corresponding list.
- Notifications & Alerts (personal) shows Critical Tasks, Overdue Tasks (both urgent) and Open Tasks (warning) scoped to maintenance tasks assigned to you as a named assignee. Clicking one opens that list pre-filtered to your user. Upcoming Tasks is not shown on the personal alerts page because schedules do not have individual assignees, and assigning a task only to a Rank does not trigger personal alerts or notifications for crew holding that rank.
Filtering, columns and exporting
All five lists share the maintenance Filter panel — search on task name, component name or part number/model, plus Critical status, Department, Location, Manufacturer, Tags and Rank (the yacht's crew ranks plus Captain). The four task lists (Open, Overdue, Critical and History) add task-specific filters:
- Postponed — All, Postponed or Not Postponed.
- Task Type — All, Planned (raised from a schedule) or One-time (unscheduled defects and jobs).
- Assignee — the people named on the task.
- Priority — High, Medium or Low.
The tables also have a Columns control (Show or hide columns) for hiding columns you do not need; Task Name, Component and Due Date always stay on the task lists. Your choice is remembered in this browser, separately for each list.
Open, Overdue, Critical and History each carry an Export button that produces a PDF report of that list. On Open, Overdue and Critical Tasks, the export dialog asks which Tasks to Export (All Tasks, Planned Only or One-time Only) and exports the current list with Export PDF. On History (and on a component's Tasks → History tab), the dialog also asks for a Start Date and End Date (defaulting to the last month) before exporting.
Clicking any task row opens its details, where — permissions allowing — you can edit it, close it out, postpone it, archive it (when completed), or export that single task as a PDF. The row's own action buttons cover the same ground and add deleting an uncompleted task.