freshOps App

How to add multiple Tags to a Task Template

Multiple Tags on Task Templates

Martin Callan

Tasks

Add a New Task

How to verify that your team actually complete the task in the field

Task Verification

Re-Order your Task, so that they are displayed to your team in the order in which you expect them to perform them,

Re-Ordering Tasks

Task Schedule Basics

What's the difference within the Task Schedules

Regular Tasks vs Periodical Tasks

To help you find Task Details quicker we've added Filters and Search into the task Schedules

Task Schedule Filtering & Search

How to view Task Comments and what is their purpose.

Task Comments

How to quickly view the Task Completion Statuses of a Task at a Site

View Task History

Managing Task Schedules

If a client requests a Task to only occur on and upcoming visit as a one off.

Add a specific Task to an upcoming Visit only

Display Tasks on a Completed Visit

Managing Tasks

How to easily add existing Task Templates.

Task Templates

How to use en existing Task Template in freshOps in a new Site

Using an existing Task Template to create a Task Schedule

How to add Task Instructions or Standard Operating Procedure (SOPs) to a Task

Task Instructions or Standard Operating Procedure PDF

Adding Videos to Task to explain how to do a specific task with Video

Task Videos

Task Tags

Advanced Task Management

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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