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.
Here are two quick videos on how to set up tasks for a specific location using either the location drop-down menu or location tags and during a specified timeframe:
(Please note you can only choose one or the other, not both locations and location tags)
Start by going to Projects>Create Project>Assign 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.
If you have any questions regarding tasks or any other topics, let us know at email@example.com.