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A task is one piece of work for a field worker, such as a delivery, a pickup or a site visit. The task is the center of the product: most other features start from a task or work on tasks.
  • You assign a task to a field worker. Once assigned, it appears in their field app and they work on it there.
  • A task that has an address and a time window can be planned with Routing, and the field worker then visits the stops in the planned order.
  • Tasks can create other tasks through Automation, or be created on a repeating plan with a Task Schedule.
  • Each task belongs to a task type. The task type decides what is filled in when the task is created and what the field worker fills in on the field app.
Open Activities › Task. This is also the first page you see after you sign in. From here you add a task, import many tasks, assign them, check the status of each task, open its details and export a report.
Required permission:
  • View task
Task list
  1. Filter: narrow the list by status, assignee, task type and date range. See Filtering and Searching Tasks.
  2. Search tasks: find a task by any text it contains.
  3. Tasks / Gallery: switch between the task list and the Gallery of photos taken on done tasks.
  4. Columns: choose which columns the list shows. See Task Columns.
  5. Export: download the tasks in the list as a spreadsheet. See Export.
  6. New: create a task. The arrow beside it (More create options) opens Bulk, to create many tasks at once. See Creating a Task and Creating Tasks in Bulk.
  7. Select this task: tick one or more rows to act on them together (assign, unassign, move, edit time, delete).
  8. Status: Unassigned, Ongoing or Done for each task.
  9. Assignee: who does the task. Pick people right in the row. See Assigning Tasks.
  10. Task actions: View, Edit, Delete, and Do task when the task is yours to do on the web.

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Ways to create a task

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Task status

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What you can do from the list

Your filters, search and page number are kept in the page address. Bookmark the page or share the link to open the same list again.

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Data retention

Task data and task history are kept for 1 year from the day the task was created. After that, they are deleted automatically. Export the tasks you need to keep for longer on a regular basis.