What are tasks? (Admins)

What are Tasks?

Whether it’s a simple request, a photo submission, or a form, tasks streamline the communications between employees.

Triggered (Follow up) Tasks

Tasks can be automatically created and assigned based on preset conditions or exceptions. To create follow-up tasks, click here.

Location and time-based tasks

Assign tasks to be completed at a specific location and during a specified timeframe.
How to set up tasks for a specific location using either the location drop-down menu or attributes and during a specified timeframe:

(Please note you can only choose one or the other, not both locations and Attributes)

Start by going to ProjectsCreate ProjectAssign the task, choose when it should start, when it is due, which location and how you would like for this task to be assigned to click Save to save the task. 

As an Admin

• Assign tasks from the web or from your mobile device by clicking on the green + sign on the top right.
• Create either recurring or one-off tasks.
• Instant reporting allows you to track both completed and outstanding tasks.