Latchel creates tasks when an action is required to move a job forward. Alternatively, tasks can be created by you and are for you and your team to manage action items. In this guide, we’ll review how to defer a task. When you defer a task for a later date or time, it’s like hitting the snooze button on an alarm clock.
The alarm or new task due date will sound at a later date and time that you specify. Depending on the unique circumstances of a job, the job task may need to be deferred. Deferring a task will mean you are postponing when the task following the updated date is due.
Please note, that you will only see the option to defer a task if that task is overdue.Â
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- Objective
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- Step-By-Step Guide
- How to Defer a Task
- Step-By-Step Guide
How to Defer a Task
Step 1. From the Task Bar, click on a task to expand the details.
Step 2. Click on the hyperlink job title to be taken to the job page in Latchel.
Step 3. Navigate to the activity navigation menu on the job log. Click the Tasks tab.
Step 4. If there is an open task, there will be an option to defer the task. Click on the defer button.
Step 5. Enter the new due date of when the task will be due.
Step 6. We advise you to add a deferral reason into the notes section. When the task is expanded, any task deferral notes will be underneath the original task note. The task deferral reason is an important part of taking effective notes for your team.