WindoorERP Documentation 19.0
9- Setup the Technical Office and Site Surveys
Step 12/13

Run the contract

Supervise the tasks across departments

Why this step

One project touches sales, technical, factory and site. The master task view is where those four stop being four systems and become one programme with one critical path.

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What this does

Provides department heads with a unified command center to organize, assign, prioritize, and monitor thousands of operational tasks across concurrent building projects.

Before you start

  • Project tasks created automatically from project templates or added manually.

Steps

Master project tasks list view showing project names, assignees, priorities, and deadlines

All tasks kanban board organized by progress stages across company projects

Task detail form with checklists, attachments, logged hours, and sub-tasks

Master tasks schedule calendar coordinating cross-functional team deadlines

Tasks volume and progress distribution chart across project stages

Tasks pivot matrix analyzing task duration and completion status by department

Task scheduled activities matrix for tracking supervisory audits

Important

Set clear task deadlines and assignees to ensure automated email and push notifications alert engineers before milestone due dates.

  1. 01
    Navigate to Project › Tasks › All Tasks.
  2. 02
    Switch between List, Kanban, Calendar, Graph, Pivot, and Activity views to analyze work distribution.
  3. 03
    Drag and drop task cards across workflow stages (To Do, In Progress, QC Review, Done).
  4. 04
    Use Filters and Group By (e.g. Group by Stage, Group by Assignee, Group by Project) to identify bottlenecks.

Common mistakes

  • Creating broad open-ended tasks without measurable deliverables.
  • Allowing overdue tasks to remain unreviewed on the task board.

Checkpoint

A delay in drafting is visible to the person planning the factory, without a meeting.