TaskRox Help & User Manual
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Topic: Defect List
General
Modules
Defect List
Field-first punch-list register for the rectification snags that accumulate during inspection, handover, and the defects-liability period. Capture fast, route through a small defensible workflow, chase overdue items by company, and sign off rectification.
On this page
Register + dashboard
The Defect List lives at Project → Defect. It opens on the Register (every defect with number, title, status, priority, assignee company, due date, ball-in-court and overdue flag) with a Dashboard tab alongside it.
Each defect carries a unique number (e.g. DEF-0007). Use the status tabs, search, date ranges, per-column filters, saved views, density toggle and column controls to focus the register. Export the filtered view as CSV, XLSX, or PDF, or select rows for bulk reassignment, due-date, distribution, status, and admin delete actions.
The dashboard summarises Status distribution, Items by Company (Open / Closed / Overdue), Average Response Time (overall and per company), and Total Overdue, with an All / My scope toggle.
Raising a defect
Click New defect and fill in the title, priority, type, trade, assignee company, assignee, final approver, due date, location and description. A defect can also be raised from a daily report (it remembers the source report and reuses that report's location register).
Drawing pin-drop — open a defect, go to Drawing location, pick a controlled image or PDF drawing and click to drop a pin (the pin position is saved against the defect). PDF drawings are rasterized to a first-page preview for pin placement. The "defects on this drawing" overlay shows every pinned defect so you can see clustering.
Workflow + ball-in-court
Defects move through a small, defensible lifecycle:
| Status | Meaning | Who acts (ball-in-court) |
|---|---|---|
| Draft | Being prepared | Creator |
| Open (Work Required) | Issued to the assignee | Assignee |
| Ready to Review | Assignee submitted rectification | Final approver |
| Closed | Rectification accepted | — |
| Void | Cancelled / superseded | — |
Use Issue to move a draft to Open, Mark Ready to Review when work is done, then the final approver (or an admin) Approves & closes or Rejects (back to Open). Closed defects can be Reopened; any live defect can be Voided (and Restored). Assignment, ready-for-review, due-soon, and overdue notifications are governed by the notification policy catalog. Average Response Time is measured from Open → Ready to Review across the status history.
Escalate, certify + cross-links
Escalate to NCR — when a snag is actually a formal non-conformance, click Escalate to NCR. A linked QA NCR is raised and the defect keeps a back-link (the defect is never consumed or merged).
Close-out certificate — on a closed defect, click Close-out certificate to generate a signed PDF that lands in the project's controlled Generated documents folder and is back-linked to the defect as evidence.
Linked RFIs — cross-link any project RFIs that relate to the defect.
Defects also feed the rest of the workspace: Calendar (due dates), Reports (a defect summary section in the weekly progress report), Global Search, and the Closeout archive-readiness gate ("all defects closed or accepted").
Permissions
The Defect permission key has four levels: View (read the register + dashboard), Edit (create, comment, and move defects up to Ready to Review), and Admin (manage the configurable Priority / Type / Trade lists, distribution, final-approver assignment, approve/close, and bulk void). Defects are available at Site scope as well as project scope.