Tasks
General vessel tasks that are not tied to a component — created by hand, assigned to crew, and moved from to do through in progress to history.
- Management
- Captain & crew
Tasks is the vessel's general to-do list: anything the crew needs to get done that is not a job on a piece of machinery. A task has a name, a priority, an optional due date, any number of assignees, optional rank labels, an optional department, free-text tags, and — if you want them — milestones, attached files and inventory items it will consume.
Finding it
Open a yacht and use the vessel sidebar. Tasks appears there only when the Tasks module is active for the yacht and you hold permission to view tasks — crew without it never see the section.
Expanding Tasks reveals four pages:
- Overview — a three-column board: To do, In progress and Done. On a phone it shows one column at a time; swipe sideways to reach the next.
- To do — every task that has not been started, as a table.
- In progress — every task that has been started but not finished.
- History — completed tasks.
Each entry carries a count badge. Overview counts everything the board shows, which is the open tasks plus the tasks completed in the last seven days; History counts every completed task.
The life of a task
- Someone creates the task from To do, In progress or the board, giving it at least a name and a priority.
- Assignees are notified that the task is theirs.
- The task sits in To do until someone starts it, at which point it moves to In progress. Moving between the two is free — you can send a task back to To do at any time.
- When the work is done it is closed and signed off. That records who did it and when, subtracts any inventory it used, and files it under History.
A completed task stays readable and can still be corrected, but it cannot be moved back into the open lists and cannot be deleted.
What is not here
Maintenance work belongs to Maintenance: tasks attached to a component, and the recurring schedules that generate them automatically, live there and never appear in these lists. Tasks in this section are created by hand — nothing in Tasks raises them on a timer, and there is no way to put a general task on a repeating schedule.
Task due dates and task milestones also show up on the vessel Calendar as read-only markers. Clicking one opens a summary, and — if you may edit tasks — offers a link that opens the task back in this section.
Yachts running the on-board app
When a yacht is being run from the on-board Nauticare app, its tasks are edited aboard. In the cloud app the lists, the board and the task details all stay readable, but the buttons that would change a task are simply not shown. See the On-board App section for what that arrangement means.
Articles in Tasks
- Assigning TasksAssigning people, rank labels and a department to a task, how assignees are notified, and the setting that opens assignment up to company management users.
- Completing a TaskClosing a task off with the Close and sign Task dialog, what it requires, and what changes once it is signed.
- Creating a TaskWhere the Add Task button lives, every field on the Add Task form, and the difference between Add and Add & Close.
- Finding and Exporting TasksSearching by task name, narrowing lists with the Filter panel, choosing table columns, and exporting a task list to PDF.
- Milestones, Files and Inventory on a TaskThe extras a task can carry — a milestone timeline, attached files, and the inventory items it will consume.
- The Task BoardHow the three-column Overview board works, including dragging tasks between To do, In progress and Done, and the Move to menu on a phone.
- To Do, In Progress and HistoryThe three table pages, the columns they show, and the row actions that move, edit, archive or delete a task.
- Who Can Do What with TasksThe four task permissions, what each one unlocks, and why the section may be missing altogether.