Open a task and the dialog is split into tabs: Task Details, Files, and Inventory when the yacht has the Inventory module.
Milestones
Milestones break a long task into dated steps. They sit under the fields on the Task Details tab, as a timeline sorted by due date, and each one has a name, a due date and an optional description. A coloured dot shows whether the milestone is still pending, already overdue, or completed.
Use Add milestone to create one — on an existing task, press Edit first, since the milestones are read-only until you do. While editing, expanding a milestone offers Edit, Delete, and Mark as complete — or Mark as incomplete to undo it. Milestone changes are staged as you make them and are written when you press Save on the task, so cancelling the edit discards them too.
Milestones also appear on the vessel Calendar on their due date.
Files
The Files tab lists everything attached to the task, with an Add File button above it. Adding a file asks for the file itself and a name — the name is filled in from the file you pick and can be changed.
Each row of a saved task offers View and Download, plus Delete for users who may edit the task. Files staged while a task is still being created can only be downloaded or removed, since there is nothing stored yet to view. Files can also be added or removed from the Files tab of the Close and sign Task dialog when completing an existing task. Deleting a task deletes its files with it.
Inventory
The Inventory tab records the stock the task will use up. Open the Inventory Item picker — where you can search by name or part number and filter by Location, Manufacturer or Supplier — set Quantity Used, and press Add Item. Items already on the task are not offered again, archived items are not offered at all, and crew only see items from inventory categories they hold permission to view.
The table shows the item name, the Quantity Used and the Current Stock, and users who may edit the task can Edit the quantity or Remove the item. You can also adjust the task's inventory on the Inventory tab of the Close and sign Task dialog while closing the task. Nothing is deducted until the task is closed and signed, and the completion dialog warns you before it happens. If stock has fallen below what the task needs, completion is blocked until the inventory is put right.
Yachts running the on-board app
On a yacht run from the on-board Nauticare app, all three tabs stay readable but Add milestone, Add File and the inventory picker are hidden, along with the row actions that would change them.