Customizing the Hydro Task List on a Claim (Mobile)

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Some jobs require more or less work than the average job, so we allow you to customize the task list at the job level. 

For example, say your org has turned off HVAC readings in the default task list, but you have a job that will require it. You can toggle the task back on for that specific job.

 

Updating the Task List

*Note that you will need Claim Admin permissions to make these changes.

Navigate to the claim where you want to update the task list and follow these steps:

1. Tap the 3 bars at the top right.

2. Select Hydro.

3. Tap the task list section at the top of the page.

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4. Tap Edit at the top right.

5. Tap the toggle button to enable or disable tasks as desired.

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The new task list will be instantly updated across the claim for all users. Any tasks that you disable will no longer be required for that job.

 

Task Dependencies

Some tasks are dependent on other tasks being completed. If you edit a task with a dependency, Hydro will automatically edit the associated tasks.

For example, to generate accurate equipment calculations, it’s required that you add room dimensions.

If you disable the room dimensions task, the equipment calculations task will be disabled as well, because it depends on the room dimensions being completed.

 

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