> ## Documentation Index
> Fetch the complete documentation index at: https://docs.trellistech.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Task Anatomy

> Understand the information inside a task, from property context and assignment to checklists, approvals and completion.

[Resources](/resources/index) / Tasks & Workforce · 14:43 · English

<div data-trellis-resource-video="task-anatomy">
  <video controls playsInline preload="none" poster="/images/support-resources/task-anatomy.webp" aria-label="Task Anatomy" style={{ width: '100%', borderRadius: '12px' }}>
    <source src="https://app.trellistech.com/v/task-anatomy-110" type="video/mp4" />
  </video>
</div>

## Written guide

Understand the information inside a task, from property context and assignment to checklists, approvals and completion.

**In this guide**

* [Task details and property context](#task-anatomy-task-details-and-property-context)
* [Assignment and scheduling](#task-anatomy-assignment-and-scheduling)
* [Checklists and resources](#task-anatomy-checklists-and-resources)
* [Waiting dates and blockers](#task-anatomy-waiting-dates-and-blockers)
* [Owner approvals and technician quotes](#task-anatomy-owner-approvals-and-technician-quotes)
* [Activity, comments and task links](#task-anatomy-activity-comments-and-task-links)

<a id="task-anatomy-task-details-and-property-context" style={{ display: 'block', scrollMarginTop: '9rem', borderBottom: 'none' }} />

### Task details and property context

Video · 0:51

<a href="/images/support-resources/guides/task-anatomy/task-details-and-property-context.webp" target="_blank" rel="noopener noreferrer" aria-label="Enlarge screenshot: Task details and property context (opens in a new tab)">
  <img src="https://mintcdn.com/trellistech/6LIaIcsiNMLhUhlf/images/support-resources/guides/task-anatomy/task-details-and-property-context.webp?fit=max&auto=format&n=6LIaIcsiNMLhUhlf&q=85&s=dc5c61db54489f3ebfb98bd234380e3d" alt="Task details and property context — screen from the Trellis walkthrough" width={1600} height={1040} loading="lazy" style={{ display: 'block', margin: '0 auto', width: '100%', maxWidth: 'calc(34rem * 1600 / 1040)', aspectRatio: '1600 / 1040', height: 'auto', borderRadius: '8px' }} data-path="images/support-resources/guides/task-anatomy/task-details-and-property-context.webp" />
</a>

Review the title, creator, property, source, department and required skills. Link a property element or reservation and use the property’s issue history to understand recurring problems.

<a id="task-anatomy-assignment-and-scheduling" style={{ display: 'block', scrollMarginTop: '9rem', borderBottom: 'none' }} />

### Assignment and scheduling

Video · 3:44

<a href="/images/support-resources/guides/task-anatomy/assignment-and-scheduling.webp" target="_blank" rel="noopener noreferrer" aria-label="Enlarge screenshot: Assignment and scheduling (opens in a new tab)">
  <img src="https://mintcdn.com/trellistech/6LIaIcsiNMLhUhlf/images/support-resources/guides/task-anatomy/assignment-and-scheduling.webp?fit=max&auto=format&n=6LIaIcsiNMLhUhlf&q=85&s=09dbcda32ad7a41c428420b37cdc147f" alt="Assignment and scheduling — screen from the Trellis walkthrough" width={1600} height={1040} loading="lazy" style={{ display: 'block', margin: '0 auto', width: '100%', maxWidth: 'calc(34rem * 1600 / 1040)', aspectRatio: '1600 / 1040', height: 'auto', borderRadius: '8px' }} data-path="images/support-resources/guides/task-anatomy/assignment-and-scheduling.webp" />
</a>

Choose a team member or vendor, review shift availability, and set a date, time and estimated duration. The walkthrough shows attaching work to an upcoming visit or using the next available checkout.

<a id="task-anatomy-checklists-and-resources" style={{ display: 'block', scrollMarginTop: '9rem', borderBottom: 'none' }} />

### Checklists and resources

Video · 5:10

<a href="/images/support-resources/guides/task-anatomy/checklists-and-resources.webp" target="_blank" rel="noopener noreferrer" aria-label="Enlarge screenshot: Checklists and resources (opens in a new tab)">
  <img src="https://mintcdn.com/trellistech/6LIaIcsiNMLhUhlf/images/support-resources/guides/task-anatomy/checklists-and-resources.webp?fit=max&auto=format&n=6LIaIcsiNMLhUhlf&q=85&s=e19e0b532131478817bc275491b259c6" alt="Checklists and resources — screen from the Trellis walkthrough" width={1600} height={1040} loading="lazy" style={{ display: 'block', margin: '0 auto', width: '100%', maxWidth: 'calc(34rem * 1600 / 1040)', aspectRatio: '1600 / 1040', height: 'auto', borderRadius: '8px' }} data-path="images/support-resources/guides/task-anatomy/checklists-and-resources.webp" />
</a>

Use the Work tab to review checklist steps and completion photos. Keep attachments, supplies and costs in Resources so the person handling the task has the information they need.

<a id="task-anatomy-waiting-dates-and-blockers" style={{ display: 'block', scrollMarginTop: '9rem', borderBottom: 'none' }} />

### Waiting dates and blockers

Video · 7:44

<a href="/images/support-resources/guides/task-anatomy/waiting-dates-and-blockers.webp" target="_blank" rel="noopener noreferrer" aria-label="Enlarge screenshot: Waiting dates and blockers (opens in a new tab)">
  <img src="https://mintcdn.com/trellistech/6LIaIcsiNMLhUhlf/images/support-resources/guides/task-anatomy/waiting-dates-and-blockers.webp?fit=max&auto=format&n=6LIaIcsiNMLhUhlf&q=85&s=5481730c1a0a6f0d99adf794d79c3e4a" alt="Waiting dates and blockers — screen from the Trellis walkthrough" width={1600} height={1040} loading="lazy" style={{ display: 'block', margin: '0 auto', width: '100%', maxWidth: 'calc(34rem * 1600 / 1040)', aspectRatio: '1600 / 1040', height: 'auto', borderRadius: '8px' }} data-path="images/support-resources/guides/task-anatomy/waiting-dates-and-blockers.webp" />
</a>

Keep a task pending until a chosen date or link another task as a blocker. The example explains why installing a replacement must wait until the item has been purchased.

<a id="task-anatomy-owner-approvals-and-technician-quotes" style={{ display: 'block', scrollMarginTop: '9rem', borderBottom: 'none' }} />

### Owner approvals and technician quotes

Video · 12:20

<a href="/images/support-resources/guides/task-anatomy/owner-approvals-and-technician-quotes.webp" target="_blank" rel="noopener noreferrer" aria-label="Enlarge screenshot: Owner approvals and technician quotes (opens in a new tab)">
  <img src="https://mintcdn.com/trellistech/6LIaIcsiNMLhUhlf/images/support-resources/guides/task-anatomy/owner-approvals-and-technician-quotes.webp?fit=max&auto=format&n=6LIaIcsiNMLhUhlf&q=85&s=2ea204d27c87b84d32fcf39a05b3e200" alt="Owner approvals and technician quotes — screen from the Trellis walkthrough" width={1600} height={1040} loading="lazy" style={{ display: 'block', margin: '0 auto', width: '100%', maxWidth: 'calc(34rem * 1600 / 1040)', aspectRatio: '1600 / 1040', height: 'auto', borderRadius: '8px' }} data-path="images/support-resources/guides/task-anatomy/owner-approvals-and-technician-quotes.webp" />
</a>

Choose whether one or all recipients must approve. Share an owner approval request, request a technician quote, review cost and availability, negotiate a counteroffer and schedule the accepted work.

<a id="task-anatomy-activity-comments-and-task-links" style={{ display: 'block', scrollMarginTop: '9rem', borderBottom: 'none' }} />

### Activity, comments and task links

Video · 13:59

<a href="/images/support-resources/guides/task-anatomy/activity-comments-and-task-links.webp" target="_blank" rel="noopener noreferrer" aria-label="Enlarge screenshot: Activity, comments and task links (opens in a new tab)">
  <img src="https://mintcdn.com/trellistech/6LIaIcsiNMLhUhlf/images/support-resources/guides/task-anatomy/activity-comments-and-task-links.webp?fit=max&auto=format&n=6LIaIcsiNMLhUhlf&q=85&s=0c0332b91c1a5beb66bc144d8b5f6250" alt="Activity, comments and task links — screen from the Trellis walkthrough" width={1600} height={1040} loading="lazy" style={{ display: 'block', margin: '0 auto', width: '100%', maxWidth: 'calc(34rem * 1600 / 1040)', aspectRatio: '1600 / 1040', height: 'auto', borderRadius: '8px' }} data-path="images/support-resources/guides/task-anatomy/activity-comments-and-task-links.webp" />
</a>

Use Posts to review activity and mention teammates in comments. Share a task link so an external technician can see the relevant instructions and attachments, add comments and mark the task complete.


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