Matidor 101: Adding a Work Item | Track Tasks, Subtasks and Reports in One Place

Get hands‑on with the Work feature in Matidor and learn how to add Work Items to track tasks, site activities, and follow‑ups directly inside your projects. In this quick tutorial, you’ll see exactly how to go from a blank project to a fully detailed Work Item your whole team can act on.

In this video, you’ll learn how to:
✅ Add a new Work Item from a project’s Work tab using templates
✅ Assign owners, set dates, and use custom fields for tracking
✅ Add subtasks, flag blockers, and attach files
✅ Export a PDF report and review Work Items in table view

Using Work in Matidor keeps every action item organized, transparent, and on time—helping field teams and project managers stay connected and productive in one visual workspace.

Start managing your Work Items in Matidor today.

Book a free Matidor demo:
https://matidor.com/request-a-demo

#Matidor #WorkItems #ProjectManagement #FieldTeams #TaskTracking #GISMapping #EnvironmentalProjects

Transcript

What This Video Covers

This tutorial shows project managers and field team members how to create a fully configured Work Item inside a Matidor project. Work Items are the core task unit in Matidor — they let you assign owners, set deadlines, track subtasks, log blockers, attach field photos, and export professional PDF reports, all without leaving the map-based workspace.

Who This Is For

This video is ideal for new Matidor users onboarding to the Work feature, field supervisors who need to assign and track site activities, and project managers who want a repeatable process for logging tasks and follow-ups across multiple project locations.

Step-by-Step Walkthrough

You begin by navigating to the Work tab inside any project. From there, you select a Work Template — pre-configured templates ensure every Work Item follows the same structure and field requirements your team has standardized. Once a template is selected, you fill in the item title, assign an owner from your team, set a start and due date, and populate any custom fields relevant to that project type.

After the basic details are saved, the tutorial shows how to add subtasks — smaller, individual action items nested under the main Work Item. Each subtask can have its own assignee and due date. You can also flag specific subtasks as blockers, which signals to the team that the parent Work Item cannot be closed until that blocker is resolved. Files, site photos, and supporting documents can be attached directly to the Work Item so all context stays in one place.

The tutorial concludes by showing how to export a PDF report of the completed Work Item, which includes the map location, all custom field values, subtasks, comments, and photos. You can also switch to the table view to review multiple Work Items side by side and filter by status, assignee, or date range.

Key Takeaways

After watching this video, you can create a structured Work Item from a template, assign it to your team, break it into subtasks, flag blockers, and export a client-ready PDF — all from within a single Matidor project. The Work feature keeps tasks, locations, and documentation connected so field teams and project managers stay aligned without switching between apps.