Tasklist

Tasklist is our workflow orchestrator where you can view, claim, and complete Tasks to move a Customer forward along their journey.

You need an invite to log into Tasklist

Contact your system admin if you haven't received your invite.

Find a Task

Tasklist consists of three columns. From left to right, they are:

• Filters
• Filter results
• Task

To find a Task, click on a filter. Any matching Tasks that you have permission to view will be shown in the filter results.

Default Filters

Tasklist is set up with default filters. Filters are visible based on the user's role. By default, a System Admin can view all filters.

Filter	Description	Roles
Unclaimed tasks	All unclaimed tasks available to the user	All roles
All my tasks	All tasks assigned to the user	All roles
All tasks	All tasks visible to the user	All roles
Overdue tasks (>8 days)	All tasks that have been created over 8 days ago that are visible to the user	All roles
Priority tasks	Tasks which are high priority or time sensitive by nature	Prime Admin, Prime Operations
Principal: Onboard tasks	Tasks to create the Customer or Site	Principal Sales, Principal Design
Principal: Review tasks	Tasks for Principal to review allocated Prime, Quotes and Job outcomes	Principal Design, Principal Operations
All design tasks	All tasks allocated to Principal and Prime design roles	All design roles
Design: Quote tasks	All design role tasks in the System design and Quote workflow	All Prime design roles
Design: SI tasks	All design role tasks in the Site Inspection (SI) workflow	All Prime design roles
Design: Install tasks RETIRING	All design role tasks in the previous Installation workflow	Prime system design
Design: Install tasks	All design role tasks in the Installation workflow	Prime system design
All operations tasks	All tasks allocated to Principal and Prime operations roles	All operations roles
Ops: SI tasks	All operations role tasks in the Site Inspection workflow	Prime schedule operations, Prime documents operations
Ops: Install tasks RETIRING	All operations role tasks in the Installation workflow	All prime operations roles
Ops: Pre-Install tasks	All operations role tasks in the Installation workflow, completed before the Installation Job date	All prime operations roles
Ops: Post-Install tasks	All operations role tasks in the Installation workflow, completed after the Installation Job date	Prime operations, Prime documents operations
Ops: Follow-up tasks	All tasks to contact the Installer regarding actions outside of SLA	Prime schedule operations, Prime documents operations
Quality: Installation tasks	All installation quality tasks allocated to Principal and Prime quality and service roles	All quality and service roles
All rectification tasks	All rectification tasks allocated to Principal and Prime quality and service roles	All quality and service roles, Prime schedule operations, Prime documents operations
All finance tasks	All tasks related to customer finance, rebates and invoicing	Principal payments, Principal VPP, Prime design
Service: Request tasks	All tasks related to a Service project request	All roles
Service: Audit tasks	All tasks related to an audit job	Prime Design, Prime Operations, All quality and service roles
Service: Asset Replacement tasks	All tasks related to an asset replacement job	Prime Design, Prime Operations, All quality and service roles
All VPP tasks	All tasks relating to virtual power plant (VPP) onboarding	Principal VPP

Work on a Task

To work on a Task, you first need to claim it.

To claim a task:

1. Click on the Task.
2. Click 👤 Claim.