PMS
Tasksimport { Callout, Steps } from ‘nextra/components’
Complete a Task
Goal: Record that a maintenance task has been carried out, so it is marked as closed in the system and — if recurring — automatically rescheduled for the next due date.
There are two ways to complete a task: a Quick Action directly from the task list, and a full close from the task detail page. Use Quick Action for straightforward jobs; use the full close when you need to add detailed notes.
Option A — Quick Action (from the task list)
Open the Tasks list
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From the main navigation, open PMS → Tasks.
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Make sure you are on the Open Tasks tab.
[PLACEHOLDER: screenshot — Open Tasks list with the Quick Action button visible on a task row]
Record the action
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Find the task in the list and click the Quick Action button on its row.
A small panel opens with two fields:
Field Description Performed by Select the crew member who carried out the job Notes Free-text notes on what was done (optional) [PLACEHOLDER: screenshot — Quick Action panel open on a task row]
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Fill in the fields and click Confirm.
Result: The task moves immediately to the Closed Tasks tab. If the task is recurring, a new instance is automatically created with the next due date.
Option B — Full Close (from the task detail)
Open the task
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From PMS → Tasks, click on the task row to open its detail page.
[PLACEHOLDER: screenshot — Task detail page with Close button visible]
Close the task
- Click Close.
- A confirmation panel opens. Add any notes about the work performed.
- Click Confirm.
Result: The task status changes to Closed. It is moved to the Closed Tasks tab and remains visible for audit purposes. If recurring, the next instance is scheduled automatically.