The module marina staff use to create, track, and assign tasks to team members across maintenance, safety, procurement, and other categories.
This module lets you create tasks, assign them to staff members, set priorities and deadlines, and track their progress. You can view assignments as a list or on a monthly calendar. Teams use it to stay on top of dock work, maintenance jobs, procurement requests, and any other operational tasks that need to be tracked and completed.
| Screen / Area | What you use it for | Typical daily tasks |
|---|---|---|
| Assignments List Screen | You use this screen to see all assignments in a sortable table with status, priority, deadline, assigned staff, start date, and category. | Check which tasks are overdue or due today and who they are assigned to. |
| Calendar Screen | You use this screen to see assignments laid out on a monthly calendar by start date. | Get a visual overview of the team's workload for the month ahead. |
| View Toggle | You use the List and Calendar buttons at the top of the screen to switch between the two views. | Switch to Calendar when planning staffing for an upcoming busy period. |
| Search Bar | You use the search bar to find an assignment by title. | Look up a specific maintenance task by name. |
| Filters Panel | You use the filters to narrow the list by assigned staff, priority, category, status, procurement state, or date range. | Filter by Assigned Staff to review one team member's task list. |
| Create Assignment Form | You use this form to add a new task with a title, status, assigned staff, dates, priority, category, and description. | Log a new maintenance job after a dock inspection. |
| Edit Assignment Form | You use this form to update any detail on an existing assignment, including its status and procurement state. | Mark an assignment as In Progress once work has begun. |
| Feature | What it does |
|---|---|
| Create Assignment | Creates a new task with title, status, assigned staff, dates, priority, category, and description. |
| Edit Assignment | Updates any field on an existing assignment including status and procurement details. |
| Delete Assignment | Permanently removes an assignment from the system. |
| List View | Shows all assignments in a table sorted by task, staff, priority, dates, status, and category. |
| Calendar View | Shows assignments on a monthly calendar grid based on their start date. |
| Search Assignments | Finds assignments by title. |
| Assigned Staff Filter | Narrows the list to assignments belonging to a selected team member. |
| Priority Filter | Narrows the list to Low, Medium, or High priority assignments. |
| Category Filter | Narrows the list to assignments of a selected category such as Maintenance or Safety. |
| Status Filter | Narrows the list to Pending, In Progress, or Completed assignments. |
| Procurement State Filter | Narrows the list by procurement workflow stage: Awaiting Approval, Approved, Ordered, or Received. |
| Approved By Filter | Narrows the list to procurement assignments approved by a specific staff member. |
| Start Date Filter | Narrows the list to assignments with a start date within a selected range. |
| Deadline Filter | Narrows the list to assignments with a deadline within a selected range. |
| Export Assignments | Opens the export dropdown to download the current assignment list in your chosen format. |
| Download as .xlsx | Downloads the current assignment list as an Excel file. |
| Download as .csv | Downloads the current assignment list as a CSV spreadsheet. |
| Download as .xml | Downloads the current assignment list as an XML file. |
| What is this assignment related to? | Links the assignment to a related record using the Reference Type dropdown (choose from Booking/Reservation, Customer Issue, Berth/Infrastructure, Boat Maintenance, Equipment/Utilities, or Inventory Item) and the Specific Reference dropdown to select the exact record. |
| Previous month / Next month | Moves the calendar view back or forward one month. |
| Today (Calendar) | Returns the calendar view to the current month. |
| Status / Badge | Meaning | What you should do next |
|---|---|---|
| — (Status or Priority) | No value has been set for this field. | Open the assignment and set the appropriate status or priority. |
| Pending (Status) | The task has been created but work has not started yet. | Assign it to a staff member and confirm the deadline if not already set. |
| In Progress (Status) | Work on this task has started. | Check in with the assigned staff member if the deadline is approaching. |
| Completed (Status) | The task has been finished. | No further action is needed. |
| Low (Priority) | This task is not time-sensitive. | Schedule it when capacity allows. |
| Medium (Priority) | This task should be done soon but is not urgent. | Assign it with a realistic deadline. |
| High (Priority) | This task is urgent and needs prompt attention. | Assign it immediately and confirm the deadline with the staff member. |
| Maintenance (Category) | The task involves physical upkeep or repairs at the marina. | Assign to a maintenance staff member and set a deadline. |
| Customer Support (Category) | The task relates to a customer issue or request. | Link it to the relevant customer record using the reference field. |
| Administration (Category) | The task is an internal administrative job. | Assign to office staff and set a deadline. |
| Safety (Category) | The task involves a safety inspection, incident response, or hazard. | Treat as high priority and assign immediately. |
| Environmental (Category) | The task relates to environmental compliance or clean-up. | Follow marina environmental procedures and document outcomes. |
| Incident (Category) | The task records or follows up on an incident at the marina. | Link to the relevant booking or customer and document all actions taken. |
| Procurement (Category) | The task is a purchase request that must move through an approval workflow. | Set the Procurement Status and follow the approval steps before ordering. |
| Dry Dock (Category) | The task relates to a boat in dry dock. | Link it to the relevant boat record and track completion before the boat returns to water. |
| Crane Lift (Category) | The task relates to a crane lift operation. | Coordinate with the relevant customer and boat record. |
| Awaiting Approval (Procurement State) | A purchase has been requested but not yet approved. The Procurement State field only appears on assignments whose category is set to Procurement. | Review the request and approve or reject it. |
| Approved (Procurement State) | The purchase has been approved and can be ordered. | Place the order and update the state to Ordered. |
| Ordered (Procurement State) | The item has been ordered from a supplier. | Mark it as Received when the item arrives. |
| Received (Procurement State) | The ordered item has arrived. | The assignment is automatically marked as Completed. |