Tasks: office to-dos for you and your team
Make a to-do, give it to a teammate, and tick it off when it's done.
Tasks is a simple to-do list for the office — "call the county about the permit", "order more bait", "send the Smiths their warranty". Find it under Operations → Tasks, or press New → Task at the top of any page.
- 1Press New task.
- 2Type what needs doing. Add notes and a due date if you like.
- 3Under Assign to, pick yourself or a teammate (only people with a login show up), and set the priority.
- 4Press Add task. The person you picked gets a notification in the bell at the top.
Good to know
- My tasks shows what's yours, grouped into Overdue, Due today, Coming up and No due date.
- All open shows everyone's tasks, and you can filter by person. Done shows what was finished.
- Tap the circle to mark a task done. Whoever made the task gets a notification.
- Crews see their tasks in the field app under the menu → My Tasks, and can tick them off there.
- Owners, Admins, Managers, Dispatchers and Customer Service can make and assign tasks. Field Techs only see tasks given to them.
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