You can access the Key Task Report by clicking on the Report tab in the top right corner of your screen and selecting the Project dropdown on the left. This report helps you track important milestones in your project schedules, particularly related to progress payment requests. Key moments may include signing the build contract, finalizing drawings, obtaining building consent, completing the floor down stage, framing, roof installation, and completing council inspections.


Below is an example of a comprehensive Key Tasks build overview, which allows you to see:


- Upcoming Key Tasks: Indicated by a white background with black due date text.

- Overdue Key Tasks: Shown with a white background and red overdue date text.

- Completed Key Tasks: Marked with a teal background.

- Completed Key Tasks with Payment Requests: Highlighted with a golden background.


This report provides a clear, high-level overview of your project’s progress. If you’re new to the report, you may initially see a blank overview. Your active projects will show up here once at least one task in their schedule is marked as a key task. We’ve created a standard Key Task list to help you get started, and we’ll guide you on how to customise this list shortly. Let’s discuss how to assign your Key Tasks for this report.




Tagging a Schedule Task as a Key Task 


You can tag a schedule task as a key task by:

  1. Going to the Task List view of your schedule
  2. Choosing a task to assign i.e. a contract being signed task 
  3. Clicking on the pencil edit icon to the right of the task – to open the Task Details pop-up
  4. From here we move over to the Key Task dropdown and select the relevant Key Task tag i.e. Contract Signed Off 
  5. Then click ‘Next’ and/or ‘Save’ to confirm

 

This will take you back to your Task List view, and after a few moments, you’ll see a black Key Task tag labeled ‘Contract Signed Off’ will appear.  Going back to your Key Tasks build overview report (and assuming that your project is active, and your schedule is activated) you’ll see that your project has been added to the Key Tasks report and the Contract Signed Off block has been populated with task dates.
 

You can short-cut back to your schedule by clicking on the job number and tag your remaining Key Tasks.  

 

Note:  You can only assign one task to a Key Task tag – and you’ll notice when you assign your next Key Task, that already assigned tags are grayed out, and can not be selected again.  However, if you’ve made a mistake, you can remove a Key Task tag, and then reassign it to another task.


RAVE Hack:  Once you’ve tagged all of your Key Tasks in your schedule, you can save a new schedule template – this will also save your Key Tasks too, so the next time you load up this schedule template, your Key Tasks will load with their Key Task tags, and your project will auto-populate into your Key Tasks build overview report too!



Running a Key Tasks report using the Build Overview Filters

At the top of the ‘Key Tasks’ build overview page, are a number of reporting filter options – these are available for most of the Build Overview reports, and allow you to create your own customised reports – these are: 

  • Build Status – filter projects by the Active and/or Maintenance state
  • Project Status – filter projects by their stage of construction i.e. Preconstruction, In Construction, etc. 
  • Date Range – allows you to view Key Tasks due in a specific date range 
  • Project Managers – project managers can view just their projects, a selection of project managers' projects, or ALL projects 
  • Site Managers – allows you to view jobs managed by specific Site Manager(s)
  • Order By – changes the ordering down the page i.e. by the Schedule Start Date, Task Start Date, or Task End Date
  • The Search field – allows you to filter projects by their Job Number, Contract Name, or the Client’s Name
  • You also have the ability to Hide Completed Projects via the ‘Hide Completed Projects’ checkbox 


Once you have applied your filters, you have the ability to export your report as a CSV file, via the Export Key Tasks button – at the top right of the page.



How to Customise your Key Task list 

Those with permission can easily update their business’s Key Task tag list in RAVE, you can access your Key Task list by:

  1. Clicking on your profile dropdown
  2. Click on Branch Settings
  3. Then clicking on the Key Tasks sub-tab

 

This will display your Branch Key Tasks list.  The order of your Key Tasks down the page is the order these will display across your Key Tasks build overview report.  The Key Task Name and Description are generally the same, but it is the ‘Name’ field that dictates what is displayed on the report.