You can Reset or Reactivate tasks in the Management tab for a specific Contract in the Navigation Tree.
Reset Task: Will re-set the task. If a task is planned it will Un-plan it and if the task was completed this will un-complete it.
Reactivate: Will create an unplanned copy of the task (this will keep a historic record of the orignal task) .You will have to go back to the task that has been reactivated, and accept or delegate it to a user.
The percentage completed bar for the contract will get updated shortly after the tasks are reset and are processed in the database.
Resetting a single task:
Click on the kebab menu > Reset task
Click on Reset to confirm:
Resetting multiple tasks:
To reset multiple tasks within a job, select the tasks to reset (1). Next, click on With Selected (2) > Reset (3).
Resetting tasks at the job level:
Note: Please be careful while using this function as this will affect all tasks within a job
Click on the kebab menu on the info-panel within the Leads, Pre-construction or Construction UI.
Select Workflows/Callsheets>Reset Tasks
Select the Reset type by clicking on the radio button:
Reset Active Tasks: This option will reset all tasks that are active. Note: Use this function only if you plan to restart the job.
Reset Tasks below 50% completed: This will reset all tasks that are less than 50% completed.
Reset Tasks not started: This will reset all tasks that have not yet started.
To finalise the reset process, click on the Reset Contract Task button.
Reactivating a task:
Click on the kebab menu on the task that needs reactivating. Click on Reactivate.
Confirm the reactivation by clicking on Reactivate.
Reactivating multiple tasks:
To re-activate multiple tasks, select the checkboxes next to the tasks that need to be reactivated. Click on With Selected>Reactivate.
Click on the Reactivate button in the confirmation pop-up to confirm the reactivation of the selected tasks.