Service tasks

Once a service request is approved, a Service Task is automatically created and assigned to the relevant vendor. This gives facilities teams a centralised view of what needs to be fulfilled, by whom, and by when.

Viewing service tasks

1. Go to Service Tasks from the sidebar (available to Admins, Building Admins and Approvers)

2. Tasks are sorted by delivery time, with the date range defaulting to today

3. Use filters to narrow by building, service category, status, date range, or user

Task status workflow

Each task moves through the following statuses:

• Pending — task created, awaiting vendor action

• In Progress — vendor has started working on the task

• Delivered — items have been delivered

• Completed — task is finished

Tasks can be transitioned backward for corrections when needed. Overdue tasks (past delivery time while still Pending or In Progress) are flagged automatically with a red indicator.

Task details

Expand any task to see the full detail panel, including:

• Service items with pricing

• Booking details and event date

• Status timestamps

• Vendor notes

• Cost centre and matter number

Vendor assignment

• Vendors are assigned at the service category level and automatically inherited by tasks

• If a category's vendor assignment changes, active (Pending/In Progress) tasks update automatically

• Tasks are cancelled if the associated service request is declined or relevant parts of the booking are edited

Exporting service task data

You can export Service Tasks as a CSV for financial reporting, cost reconciliation, and vendor performance reviews.

• Click the Export CSV button on the Service Tasks page

• The export includes delivery dates, item-level pricing, cost centres, matter numbers, and vendor details

• The export respects your current filters, so you get exactly the data you need

• Vendors only see their own tasks in the export

• The filename reflects the selected date range