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Change the Task Order

Modified: 6 Jun 2026 Viewpoint Field View Project Management Workflows Administration Help

Change the prescribed order that the Tasks should be completed by changing their placement relative to one another in the Tree.

The top-to-bottom order that Tasks are listed in both Business Process templates and in Project Processes prescribes the order that the Tasks should be completed once the Process is deployed and active on a Project.
Note: The order you prescribe doesn't necessarily constrain field activity to that order.
  1. Confirm that the correct business unit is selected, and that the correct project is selected in the Project field.
  2. Choose what you want to do:
    • If you want to change the order of Tasks of a Business Process template, go to the Menu icon > Business Setup > Business Processes
    • If you want to change the order of Tasks of a Project Process, go to the Menu icon > Project Setup > Project Processes
  3. Select the REF number for the process.
  4. Drag and drop any Task:
    1. Click on the Task to be moved and hold the mouse button down.
    2. Move the mouse to drag the item to the desired location in the Tree.
    3. At the desired location in the Tree, release the mouse button to drop the Task.
      Note: If you need to scroll through items in the Tree, or if the destination for a Task is within a nested Location not appearing on the screen, you may find it necessary to use Cut and Paste to move your items.
The Tree displays the new Task order, and updates accordingly for each field worker who syncs their device.
Depending on your Task naming convention, changing the order may create a need for one or more Task name changes.

If you haven't already done so, assign this Process to a Project.

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