Streamlined Construction Task Management
Simplify Jobsite Task Tracking and Coordination
Task Management
SiteMax’s Tasks module provides construction teams with a centralized, flexible system for managing day-to-day project activities with clarity and accountability. From assigning tasks and setting due dates to visualizing timelines and tracking progress, SiteMax simplifies coordination between the field and office. The result: greater operational efficiency, fewer delays, and better outcomes across every project.
Whether handling general to-dos or detailed project assignments, SiteMax helps teams stay organized, on schedule, and fully aligned.
TBD
SiteMax adapts to the way your company buys:
- PO Numbering System – Choose project-based or global formatting
- Tax Defaults – Automatically apply GST, HST, or other state regional taxes
- Approval Workflows – Configure approval routing for teams and thresholds
- Threshold Triggers – Require sign-off based on monetary value
- Custom Fields – Show/hide fields depending on project or team role
- Standard Terms – Apply company-wide payment and delivery conditions
Top 3 reasons you need SiteMax’s Task Management Software
1
Structured Task Lists with Flexible Scheduling
SiteMax enables users to create highly organized task lists, supporting both day-to-day operations and long-term planning. Each task can have a due date or a defined range with start and end dates, making it easy to align work with project milestones. Tasks can be prioritized and categorized, improving visibility across project phases and departments.
2
Comprehensive Task Details and Subtasks
Each task supports granular inputs: user assignments, crew allocations, start/end times, notes, and file attachments. Subtasks allow large tasks to be broken down into actionable pieces, improving clarity and tracking. This level of detail ensures nothing gets lost and everyone understands their responsibilities.
3
Proactive Planning Across the Jobsite
Plan work proactively using SiteMax’s timeline tools. Adjust task durations, dependencies, and assignments as project needs evolve. With built-in calendar views, field teams and PMs can stay coordinated without switching tools or relying on disconnected spreadsheets.
KEY FEATURES/Benefits
KEY FEATURES/Benefits
Mobile Task Capture
Keep crews aligned in the field with the mobile app. Team members can view their task lists, update progress, and mark items complete directly from their devices.
Flexible Task Assignments
Assign tasks to individuals, entire crews, or multiple users. Recipients can track, update, and complete tasks in real-time with detailed notes and attachments.
Smart Notifications and Reminders
Ensure nothing slips through the cracks with real-time notifications. Set reminders to keep tasks top-of-mind and avoid missed deadlines.
Look-Ahead Calendar View
Visualize all scheduled tasks using timeline views. Start and end dates provide a clear understanding of project sequencing. Export and share with internal and external stakeholders.
Task Creation from Forms
Auto-generate tasks as follow-ups or corrective actions directly from submitted forms—ensuring every issue has a documented resolution path.
Link Tasks to Drawings
Attach tasks to specific locations within project drawings to clarify scope and improve field coordination.
Benefits
- Enhanced Organization: Structured lists and timeline views improve clarity across field and office.
- Improved Accountability: Assigning tasks to specific users or teams ensures clear ownership.
- Comprehensive Tracking: Attachments, notes, and subtasks provide a complete audit trail for every activity.
- Mobile-First Experience: Field staff can manage, update, and complete tasks on the go.
- Teamwide Visibility: Shared dashboards ensure everyone is working from the same task priorities.
Need more Details?
SMX Knowledge Base Articles
Explore our documentation and walkthroughs on how to use SiteMax’s task management system:
Take Control of your on-site financial obligations
Take Control of your on-site financial obligations
