Builder Settings

Task Template Setup

Create and customise the standard task templates for your projects. These templates supply the starting task plans when a new project begins.

Project Types & Templates

Select a template to edit its tasks.

Active
30 tasks5 phases Updated 12 Sep 2026Version v3.2
30 active0 inactive30 total
#Task / RequirementTypeOwnerDue AfterStatus
1
Prepare working drawings
Task
DRDraftsperson
+0 daysActive
2
Review working drawings
Task
PCProject Coordinator
+3 daysActive
3
Confirm homeowner approval
Task
HMHomeowner
+7 daysActive
4
Issue plans for engineering
Task
PCProject Coordinator
+2 daysActive
5
Confirm final plan revisions
Task
DRDraftsperson
+5 daysActive
6
Working drawings complete
Milestone
PCProject Coordinator
+1 daysActive
1
Obtain engineering quotation
Task
PCProject Coordinator
+0 daysActive
2
Engineering requested
Task
EXExternal Consultant
+1 daysActive
3
Follow up engineering
Follow-up
PCProject Coordinator
+4 daysActive
4
Engineering received
Milestone
EXExternal Consultant
+2 daysActive
5
Arrange energy assessment
Task
PCProject Coordinator
+1 daysActive
6
Energy report received
Milestone
EXExternal Consultant
+3 daysActive
1
Arrange colour selections
Task
PCProject Coordinator
+0 daysActive
2
Confirm electrical selections
Task
HMHomeowner
+3 daysActive
3
Confirm heating and cooling
Task
HMHomeowner
+4 daysActive
4
Obtain relevant reports
Task
PCProject Coordinator
+2 daysActive
5
Prepare and lodge approval applications
Task
PCProject Coordinator
+2 daysActive
6
Confirm approvals received
Milestone
PCProject Coordinator
+4 daysActive
1
Review final documentation
Task
ADAdvisor
+1 daysActive
2
Confirm final inclusions
Task
ADAdvisor
+1 daysActive
3
Review final pricing
Task
ADAdvisor
+1 daysActive
4
Prepare contract documents
Task
PCProject Coordinator
+2 daysActive
5
Arrange contract appointment
Task
PCProject Coordinator
+2 daysActive
6
Contract signed
Milestone
HMHomeowner
+2 daysActive
1
Custom facade design review
Task
DRDraftsperson
+5 daysActive
2
Site engineering assessment
Task
EXExternal Consultant
+3 daysActive
3
Energy efficiency (BASIX) assessment
Task
PCProject Coordinator
+5 daysActive
4
Bushfire assessment (BAL)
Task
PCProject Coordinator
+3 daysActive
5
Retaining walls design
Task
DRDraftsperson
+2 daysActive
6
Finalise additional requirements
Milestone
PCProject Coordinator
+1 daysActive