Tasks

Add a specific Task to an upcoming Visit only

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

Written by Martin Callan
Updated over a week ago

Add a New Task

Adding a Task to a Visit Schedule

Written by Andy Gittins
Updated over a week ago

Task Tags

Written by Martin Callan
Updated over a week ago

Task Templates

How to easily add existing Task Templates.

Written by Martin Callan
Updated over a week ago

Task Instructions or Standard Operating Procedures

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

Written by Andy Gittins
Updated over a week ago

Task Videos

If a picture tells a 1000 words, video should top that for sure

Written by Martin Callan
Updated over a week ago

Task Verification

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

Written by Martin Callan
Updated over a week ago

Display Tasks on a Completed Visit

Written by Martin Callan
Updated over a week ago

Task Schedule Filtering & Search

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

Written by Martin Callan
Updated over a week ago

View Task History

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

Written by Martin Callan
Updated over a week ago

Task Comments

How to view Task Comments and what is their purpose.

Written by Martin Callan
Updated over a week ago

Re-Ordering Tasks

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

Written by Martin Callan
Updated over a week ago