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Tasks

The Tasks section enables viewing and completing assigned tasks.

Manage tasks and workflows:

  • View assigned tasks
  • Update task status
  • Complete checklists
  • Add notes and attachments
  • Browse assigned tasks
  • Filter by status, priority, or type
  • Search tasks
  • View task counts
  • Task description and requirements
  • Customer information
  • Checklist items
  • Attachments and notes
  • Update task status
  • Complete checklist items
  • Add notes
  • Attach photos or documents
  • Follow defined workflows
  • Progress through status stages
  • Complete required fields

Tasks work fully offline with changes synced automatically.