Adding & Managing Tasks

What Are Tasks?

Tasks are a great way to track specific duties being worked on at each job site. In order to utilize the Tasks feature, under company settings, make sure both Jobs and Tasks are enabled: 

Our customers use tasks for:

• Equipment tracking ( Job: Smiths's Place / Task: Trailer A )
• Ticket tracking ( Job: Smith's Inspection / Task: Ticket # 1234 )
• Patient tasks ( Job: Helping Hands Facility / Task: Dinner Prep )
• Construction ( Job: Smith's Place / Task: Tile Install )
• Work order tracking, claims tracking, and so much more

How do employees clock into them?

When a user clocks in, they will be presented with a list of jobs to choose from. 

After choosing a job, a task list will appear for the user to choose.

 

 

To turn on Tasks go to Company Settings > General and turn on Allow users to choose a task when clocking in.

Once Tasks are turned on, you can start adding them for you team to choose from.

Adding Tasks

1. Go to the Jobs & Tasks page and use the toggle at the top of the screen to go to the Tasks page.
   
2. Click the Add Task button (top right) to create a new task and assign it to a Job or multiple jobs.
   
   
3. Click the Add Task button

Editing or Deactivating Tasks

To edit or deactivate tasks, please use the pencil or circle icons (far right of your screen).