Tasks shows everything to do in one list. Tasks added with the “+” quick-add button, or from the phone app, show here too.

Hub left menu, group Schedule & Field, then Tasks. No plan restriction is set for it in the code.

Tabs: Mine, Team, Due today, Past due, Done. The Team tab shows only to people who can see and assign everyone’s tasks. Counts show in brackets, and Past due is highlighted.

1. Tap Add task.
2. Type What needs doing (at least two letters).
3. Set Due date and optional Time (optional). A time needs a date.
4. Choose Priority: Normal or High.
5. If you may hand out tasks, pick Who is it for. Otherwise the task is yours.
6. Optional Customer: type two letters to search, then pick one.
7. Optional Job: pick an upcoming visit.
8. Add Notes, then tap Add task.

• Tap the round tick to mark done. Tap again to put it back.
• Edit opens the same form. If someone changed it first, you are asked to reopen it.
• Delete asks for confirmation.
• Links on a task open the customer or the job.

• Filter by Search tasks or by person (managers).
• Opening Tasks from a customer or job narrows the list to that one. Tap the chip to clear it.
• Past due tasks show “Past due:” in red text.

• “Give the task a short title.” Use at least two letters.
• “Pick a due date to go with the time.” Add the date.

• Field work Today: your daily dashboard
• Phone app dispatch: assign, move jobs and keep a route order
• The Jobs screen: from signed quote to finished job