Applies to app version 2026.02 onwards
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The Tasks section in Operations provides a central location for Facility Managers to create and manage service requests for a building.
By default, it provides a list view of the tasks for today for the selected building. Here you can:
- Select a date range to display a list of tasks for that time in your selected building.
- Use Status filter or search bar to narrow down your search.
- Select a task row to control with top buttons to cancel, reallocate, un-assign, change priority, set in progress, or mark the task as resolved.
- Add a new task as required.
ℹ️
All pages and actions within IBSS apps are security controlled.
Permissions required for the task functionality:
| Page Access | Base Permission |
|---|---|
| To access Tasks > List View page |
ONELENS360.OperationalServices.Tasks DATAMODEL.Tasks.Read to load the list |
| To access the Tasks Categories page | ADMINPORTAL.PortfolioSetup.TaskCategories |
| To access the Tasks Types page | ADMINPORTAL.PortfolioSetup.TaskTypes |
| To work with tasks | API.Tasks.V2 |
| Action (button) | Rights needed beyond the base set |
|---|---|
| Add (Create Task) |
DATAMODEL.Tasks.Create ADMINPORTAL.PortfolioSetup.TaskCategories TaskStates TaskTypes |
| Edit (click a row) | DATAMODEL.Tasks.Update |
| Assign (Assign-user dialog) | API.Tasks.Assign + DATAMODEL.Tasks.Update |
| Reallocate | API.Tasks.Reallocate + Update. Works only from Awaiting Re-allocation. |
| Un-Assign | API.Tasks.Unassign + Update |
| Change Priority | API.Tasks.ChangePriority + Update |
| Set In Progress | API.Tasks.SetInProgress + Update |
| Resolved | API.Tasks.Resolve + Update. The task must have an owner. |
| Cancel (soft delete) | API.Tasks.Cancel + Update |
| Message dialog | Update only |
| Export |
API.Tasks.Export Access to Background Processes page also needs ONELENS360.OperationalServices.Export |
| Remove images (Edit page) | DATAMODEL.Tasks.Delete |
Adding a task
You can add new tasks by clicking the Add button at the top right. The Task Details page opens.
- Indicate the Building where task should be handled.
- Select the Floor.
- Select the exact Space.
- Select from available Categories where the task belongs to.
- Select Task Type to request a specific help.
- Add Description. It can be mandatory.
- If you have relevant permissions, you can Assign this task to a member of staff at this point.
- Choose the Priority level.
- You can Upload images to help tackle the issue precisely.
- Click Save for the task to start being seen.
Editing a task
To edit a task:
- Click the corresponding task row in the table.
- Edit the available fields:
- Description
- Assigned. You can reassign the task to another member of staff.
- Priority
- Upload images
- Click Save to update the task.