- Overview
- Account Settings
- Assets
- Connectors Framework
- Customer Portal
- Customers
- Dashboards
- Devices
- Dispatching
- Forms
- Inventory
- Invoices & Billing
- Locations
- Payments
- Parts
- Projects
- Quotes
- Recurrent Routes
- Recurrent Services
- Reports
- Sales Orders
- Schedule
- Services
- Tasks
- Text Messaging
- Time Tracking
- Users
- Work Orders
Overview
A task is an activity geared towards your internal workforce.
Examples include re-stock parts in vehicle, attend a training class on new products, and take truck to service depot.
Within "Tasks" you can -
A task is an activity geared towards your internal workforce.
Examples include re-stock parts in vehicle, attend a training class on new products, and take truck to service depot.
Within "Tasks" you can -
- Add, edit, and delete tasks, task lists, and reminders
- Add and edit notes associated with tasks
- Add an activity to a task
- Start and stop time tracking of a task
- Add, view, edit, download, and delete documents associated with a task
- Visually see tasks in Kanban view where tasks can be dragged and dropped to and from open, acknowledged, in progress, resolved, and closed statuses
- View the ID, status, date, project, description, location, creator, creation date, task list, user assigned to, category, tags, expected duration, expected completion date, reminders, notes, activities, and documents associated with a task
- Perform free text, new search, and show all searches on tasks
- View and edit the task settings
Using the Table of Contents below, scroll or use ⌘ + F (for Mac)/Ctrl + F (for PC) to find your desired feature.
Table of Contents
- How-To Articles
- Web User Interface
- Mobile App User Interface