Control costs

Live job costing from labour, materials and machines.

Manage teams

Plan people, hours and schedules in one place.

Track materials

Know exactly what you own and where it is.

Run projects

One system from kickoff to closeout.

Not sure where to start?

See the whole platform mapped to your day-to-day in a 20-minute walkthrough.

Enterprise demo account

A test environment configured around your own processes, available on request.

Tasks module

The job list stops living in the site manager’s head.

RelayPlan Tasks puts the work that needs doing on one list — each task with its category, cost centre and owner, so what is open and what is finished is never a guess.

Set up in minutesWorks with all modules

A job list the whole crew can see

Small jobs go missing faster than big ones. Tasks write them down where everyone can see them, and tie them to the project that pays for them.

Nothing falls through

A task stays on the list until it is marked done, instead of disappearing with the phone call that created it.

Categories by trade

Preparation, install, electrical — the categories are yours, and filtering by them is instant.

Tied to a cost centre

Every task belongs to a project, so what is outstanding on a given site is always one filter away.

Clear ownership

A person owns the task, not the crew in general, so nobody has to ask who is doing this again.

Task management for construction and field service teams

Every project has a second job list — the one that is not in the programme. A repair before the next trade arrives, a measurement nobody took, material that has to be moved. These get agreed verbally and forgotten just as quickly.

RelayPlan Tasks give them somewhere to live. Each task carries a title, a category, a cost centre and an owner, and its state sits on a shared list that filters by project, by trade, or by whether the work is finished.

Because tasks hang off the same cost centres as hours and materials, project work stays in one place. The site manager is not keeping a parallel list in a notebook, and the office can see progress without ringing to ask.

Site manager checking a job list on a clipboard
For each task RelayPlan keeps

Title and description · work category · cost centre or project · the person responsible · open or done state · created and completed dates · the project the work belongs to.

Everything the Tasks module does

From a one-off repair to a recurring job list across several sites.

Site manager with a clipboard on site

One job list

Every open task in one place, ordered so the work that needs doing is what you see first.

Title and description per task
Search across the whole list
Filter down to what is still open
Construction drawings on a desk

Your own categories

Group tasks by trade so the list does not turn into an undifferentiated pile.

Categories you define
Category filter above the list
The same categories on every project
Drawing and tools on a table

Cost centre linkage

Each task belongs to a project, so work can be reviewed by site and not only by person.

Cost centre on every task
Open work by project
Same structure as hours and materials
Construction crew talking on site

An owner per task

A named person picks the task up, so responsibility does not dissolve into the crew.

Assigned to an individual
Visible who has what open
No duplicated effort
Worker taking a measurement on site

Done state

A task is open or done. No intermediate states that nobody maintains.

Mark done in one click
Done filter above the list
Completion date recorded
Two project managers reviewing progress on site

A view for the office

Management can see what is outstanding on which project without calling the site manager.

One view across all projects
What is still open before the next phase
Something to run the weekly meeting from

Tasks in use in four steps

The module is deliberately simple — it earns its place on day one.

01
Define categories

Create a handful that match the kinds of work your firm does.

02
Add tasks

Give each one a cost centre and a person responsible.

03
Work the list

The crew closes tasks as they go and the list stays current.

04
Review what is open

Before the next phase, filter to what is still outstanding on the project.

1
job list across every site
100%
of tasks tied to a cost centre
0
jobs agreed only by phone
Live
status, visible from the office

Stronger with every module you turn on

Tasks say what needs doing. The connected modules say who, when and for how much.

See all solutions →
Projects

Tasks belong to the same cost centres as hours and materials.

Scheduling

Whoever is scheduled to the site picks up its tasks.

Time tracking

Time spent on a task lands on the same project.

Tools

Tools a task needs are signed out to a named person.

Tasks — frequently asked questions

No. A programme says when phases start and finish. Tasks are the list of concrete jobs that need doing, often between phases. The two complement each other rather than overlap.
Yes, within the permissions you give them. Tasks hang off cost centres, so people see the work that belongs to them.
As many as you need. We suggest starting with a few broad ones and adding more only when the need is obvious — a long category list stops being used.
Tasks are created on a specific cost centre. If the same job recurs, create it again on the new project — that keeps every record tied to its own project and its own costs.
Yes. Tasks are included in every plan, Free among them. See the comparison table on the Pricing page.
It stays on record with its completion date. The list can be filtered so finished tasks are hidden while the history is kept.
A task is visible to the person it is assigned to when they open the module. For email or mobile notifications, get in touch — they are on the roadmap.

Put the job list in one place.

Start free and tie tasks to projects today.