TaskRox User Manual

Sign up, create your organisation, invite members with an organisation role, create your first project and learn the TaskRox sidebar and header.

Choose between a project and a site in TaskRox: projects are delivered and closed out, while sites cover ongoing facilities, fleets and operations.

Use TaskRox Global Search (Ctrl+K) to find records, people, documents, help articles and quick actions across supported modules.

My Tasks lists the actionable items assigned to you across projects, with due dates, priorities and deep links to each source record.

Work with TaskRox notifications: the unread inbox, the event feed, email-backed alerts, the mark-read flow and push alerts in the Android app.

Control access in TaskRox with organisation roles, project role templates, module permission levels and per-member permission overrides.

Configure a TaskRox project: the scheduling calendar and working days, team roles, general details and project notification settings.

Manage your TaskRox profile, preferences and security, and the organisation members, assets, fleet and billing settings for administrators.

The TaskRox platform administration area for super users: platform overview, organisations, users, projects and login history.

Solve common TaskRox problems inside the app: sign-in issues, file uploads, missing email notifications and data export, then contact support.

Build a TaskRox Gantt schedule with dependencies, critical path, calendar presets and working-day rules for project and operational programs.

Manage project tasks on the TaskRox Kanban board: create tasks, set assignee, priority and dates, comment, and drag cards across four status columns.

The TaskRox project calendar shows Kanban tasks, RFIs, NCRs, defects, HSE actions, rosters and public holidays in week, month and year views.

Deploy project personnel, plant and equipment, and materials in TaskRox Resources, including QR-code asset custody tracking.

Track asset, fleet and plant locations in TaskRox with geofences, last-seen status and alerts across organisation and project assets.

View the project team as an interactive reporting hierarchy in TaskRox, grouped by company, with supervisor links between team members.

Run training in TaskRox: a training library, sessions and enrolments, worker evidence for licences, VOCs, medicals and inductions, and expiries.

Plan rotation patterns and crew swings in TaskRox Roster, record day overrides, see fatigue advisories and reconcile expected attendance.

Control project documents in TaskRox: folders, revisions, transmittals, reviews, folder templates and generated documents with access-controlled files.

Build traffic management plans in TaskRox: keep a TMP register, lay out plans on a canvas, review rule warnings and export the plan.

Store progress and evidence photos in the TaskRox project library, organise albums, link photos to records and browse them on a timeline.

Manage Requests for Information in TaskRox: issue an RFI, record responses, approve and close it, and review its full edit history.

Run quality management in TaskRox: test requests and NATA results, ITP hold points and sign-off, and non-conformance reports through to close-out.

Use the TaskRox HSE workspace for incidents and other reactive events, risk planning tools, assurance workflows and safety insights.

Run management of change in TaskRox: raise a scope, design or process change, route approvals, brief the team and verify the change.

Record, review, approve and trace project decisions in the TaskRox Decisions register, with a candidate queue and links to RFIs and MOCs.

Send generated TaskRox documents for internal and external e-signature, place signing fields, and receive a tamper-evident sealed PDF.

Capture defects in TaskRox, track ball-in-court, chase overdue items by company, escalate to an NCR and issue a close-out certificate.

Set up TaskRox procurement packages for market sounding, tender or direct negotiation ahead of award, with package-linked Supplier Enquiries.

Post project updates, photos and videos to the TaskRox Wall, tag each post with a category, filter the feed and comment on colleagues’ posts.

Record shifts in TaskRox Daily Reports: labour, plant hours, production quantities, approvals, exports, payroll handoff and the narrative site log.

Chat with your project team in TaskRox Messages: use the #general channel, create topic channels and send messages that refresh automatically.

Manage controlled project email in TaskRox Correspondence: drafts, a formal issue register, sender identities, linked context and AI-assisted replies.

Send governed external SMS from a TaskRox project: one-to-one messages, campaigns, inbound replies, delivery tracking, opt-outs and notice records.

Start a TaskRox voice or video call with a linked user from an RFI, defect, HSE, task, contact or document page, and review your My Calls history.

Track project cost in TaskRox from the contract BOQ through cost codes, commitments, forecast and actuals, with Excel BOQ import and reconciliation.

Work in TaskRox spreadsheets with formulas, named ranges, cell protection, version history, .xlsx and CSV import and export, and BOQ links.

Submit and approve expense claims in TaskRox with categories, receipts, project and cost-code links, an audit trail and CSV or XLSX export.

Run Australian payroll in TaskRox on a pre-configured setup: PAYG, super, payslips, STP Phase 2 files and BECS bank files. No in-product setup path.

Keep a project stakeholder directory in TaskRox, classify contacts as internal or external, assign contact types and export the list to CSV.

Track contractor insurance in TaskRox: register company policies, set project requirements, store certificates and monitor expiries on a matrix.

Filter and export TaskRox project registers to CSV, build weekly or monthly report templates, issue report runs as DOCX and schedule their delivery.

Close out a TaskRox project: lessons learnt, a completion report, readiness checks, handover evidence, follow-on actions and archive preparation.

Manage workforce readiness in TaskRox: people, the competency matrix, requirements, mobilisation, expiries and exceptions across the organisation.

Manage an organisation fleet in TaskRox: the Plant Library, service plans, work orders, fault reports, parts, downtime and reliability analytics.

Keep a workspace register of contractors, suppliers and consultants in TaskRox, and track Supplier Enquiries and project call-downs.

Use TaskRox AI Studio for project-aware chat, structured responses and generated reports, and save the outputs for reuse on your project.