Multivista task lists can be viewed and managed via two distinct views: the Task List View and the Task Floorplan View.

List View

The task list view provides a sortable, filterable list of all of the tasks for a given project and Task List type. Most task fields are viewable from the list view. Clicking or tapping on given task row will open the detailed view of the given task.
By default, only 'Open' tasks are shown in the list view. Once the Item Status is changed to 'Closed' the task is hidden from view. You can optionally show Closed tasks by selecting the 'Show Closed Items' option under the actions menu.

Desktop

  1. Toggle between List and Floorplan Views
  2. Sort - Items can be sorted by clicking on the given column header
  3. Search - Typing text in the search field allows you to quickly narrow down your selection
  4. Filter - Selections at the left side of the page let you filter the list by Category, Work Status, Item Status or Assignee.
  5. Edit - Some task fields are editable within the list view. You can alter Item Status and Work Status without needing to drill into the detail record.
  6. Follow - You can click on the star icon to ensure that you are following the progress of specific tasks
  7. Select / Actions - You can select multiple task items and perform batch actions such as changing status, deleting, printing and exporting.
List View - Desktop

Mobile

  1. Toggle between List and Floorplan Views
  2. Sort - Items can be sorted by clicking on the given column header
  3. Search - Typing text in the search field allows you to quickly narrow down your selection
  4. Filter - Selections from the Filter menu let you filter the list by Category, Work Status, Item Status or Assignee.
  5. Select / Actions - You can select multiple task items and perform batch actions such as changing status, deleting, printing and exporting.
List View - Mobile

Floorplan View

Tasks can be indexed to project floorplans giving a visual overview of the number and location of task items. Task category, status and other information is visually conveyed through colors, pin styles and tool-tips

Desktop

From the Floorplan Overview, you can see all of the plans available for location pinning of tasks.

  1. Toggle between List and Floorplan views
  2. Filter - Selections at the left side of the page let you filter the floorplans by plan Category and Location
  3. Pin Count - Icons indicate the quantity and Work Status of the Task Item locations
  4. Clicking a floorplan opens the Floorplan Viewer for the given plan
Floorplan Overview - Desktop



The Floorplan Viewer lets you see details about the various Task Items pinned to the given plan:

  1. The color of a pin indicates the Work Status. The text indicates the Task Category.
  2. Clicking on a pin will bring up details of the given Task Item
  3. Toggle the visibility of pins by Work Status
  4. Add a new location pin for a new or existing Task Item
Floorplan View - Desktop

Mobile

  1. Toggle between List and Floorplan Views
  2. Filter - Selections from the Filter menu let you filter the floorplans by plan Category
  3. Pin Count - Icons indicate the quantity and Work Status of the Task Item locations
  4. Tapping a floorplan opens the Floorplan Viewer for the given plan
Floorplan Overview - Web




The Mobile Floorplan Viewer lets you see details about the various Task Items pinned to the given plan:

  1. The color of a pin indicates the Work Status. The text indicates the Task Category.
  2. Tapping on a pin will bring up details of the given Task Item
  3. Add a new location pin for a new or existing punch item
  4. Return to the previous view
Floorplan View - Mobile
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