Tasks
Learn how Tasks organize work across your organization, assign responsibilities to users, connect work to operational records, schedule field activities, and create maintenance history once work is completed.
Overview
What Is a Task?
A Task represents work that needs to be completed. Unlike Locations or Assets, Tasks move through an active workflow from creation to completion while documenting the work performed along the way.
Assigned Work
Assign work to users or groups responsible for completing the task.
Connected Work
Connect tasks to locations, assets, assemblies, and assigned users so work stays tied to the right records.
Maintenance History
Completed tasks become part of the maintenance history for the records involved.
Task Center
Manage Tasks From One Place
The Task Center is the primary workspace for viewing, assigning, scheduling, reviewing, completing, and organizing work across your organization.
What You Can Do
Search tasks, manage assignments, schedule field work, build routes, review submitted work, and open task records from one central workspace.
Dashboard
Monitor Operational Work
The Dashboard provides a live overview of work, assignments, scheduling, map visualization, routing, and operational activity.
Dashboard Features
Every dashboard component helps users quickly locate, organize, assign, and complete work.
Dashboard Components
Everything Needed To Manage Work
The dashboard combines several connected workspaces so office staff and field users can manage operational work from one place.
Summary Cards
Summary Cards provide a live overview of operational activity and instantly filter the dashboard when selected.
Search & Filters
Search and filtering tools help locate work across large organizations in seconds.
Interactive Map
Visualize Work Geographically
The Interactive Map displays task records geographically, allowing dispatchers and office staff to quickly understand where work is located before assigning users or building routes.
Map Tools
Selecting a marker opens a preview of the task while allowing users to begin routing and scheduling directly from the map.
Route Builder
Build Efficient Field Routes
Multiple task locations can be grouped together into a single optimized route, helping reduce travel time and organize field work.
Select Tasks
Select mapped task records directly from the dashboard.
Create Route
Generate an optimized travel path between every stop.
Save Route
Save the route for future use.
My Tasks
Your Personal Work Queue
My Tasks displays work assigned specifically to the signed-in user, allowing field personnel and office staff to quickly access their assignments without searching the full task list.
Assigned Work
Review every task currently assigned to you, including due dates, priorities, connected records, and current status.
- Assigned tasks
- Priority indicators
- Upcoming due dates
- Status tracking
- Connected locations and assets
Quick Actions
Open work immediately without navigating through multiple screens.
- Open task details
- Open the task work page
- Submit for review
- Complete task
- Place on hold
Task List
View Every Task
The Task List displays every task available to your account, making it easy to search, assign, organize, and monitor work across the organization.
List Information
Each row summarizes the task without needing to open the full record.
Schedule
Plan Work On A Calendar
The Schedule organizes task assignments across daily, weekly, and monthly calendar views to simplify planning and workload management.
Daily View
Focus on today’s scheduled work.
Weekly Planning
Balance assigned work across the week.
Monthly View
Review future work and scheduling trends.
Routes
View Saved Routes or Create a New Route
The Routes page is where saved routes can be reviewed, loaded, and managed. Users can also create a new route when they need to group multiple task stops together for field work.
View Saved Routes
Review routes that have already been created and saved.
Load a Route
Open an existing route to review its stops and details.
Create New Route
Start a new route when tasks need to be grouped for field work.
Review Queue
Review Submitted Work
Organizations using approval workflows can review submitted tasks before they become completed maintenance records.
Review Process
Supervisors can review completed work, request changes, approve the task, or close it when the work has been verified.
Task Details Page
Review Everything About the Task
The Task Details Page provides a complete overview of the task, including assignment information, scheduling, connected records, workflow status, and activity before work begins.
Task Information
- Task Name
- Task Type
- Description
- Status
- Priority
Assignment
- Assigned User
- Assigned By
- Department
- Group
- Vendor
Scheduling
- Start Date
- Due Date
- Completed Date
- Workflow Status
Task Work Page
Perform the Assigned Work
The Task Work Page is where assigned users perform work, complete task-specific fields, upload files and photos, record notes, and move the task through its workflow.
Open Task
Open the task from My Tasks, the Dashboard, Schedule, Routes, or the Task List.
Complete Work
Fill out task-specific fields, upload photos, files, and notes while performing the work.
Update Status
Accept, decline, place on hold, complete, or submit the task for review.
Task Workspace
Everything Needed to Complete the Task
The Task Work Page combines the work form with supporting information, making it easy to complete work without navigating between multiple records.
Task
Complete task-specific information and required fields.
Notes
Record field notes, observations, and internal communication.
Files & Photos
Upload supporting documents and job site photos.
Linked Records
Quickly open connected locations, assets, assemblies, and assigned users.
Task Review Page
Approve, Close, or Invoice Completed Work
The Task Review Page allows supervisors or office staff to review completed work before closing the task. Depending on the workflow, reviewers can approve the work, request changes, or generate an invoice.
Review Actions
Reviewers verify the completed work before finalizing the maintenance record.
Completed Tasks
Permanent Maintenance History
Once a task has been completed and approved when required, it becomes part of the permanent maintenance history for every connected record, creating a searchable history of work performed across your organization.
Create Task
A task is created and assigned to the appropriate user or team.
Complete & Review
Work is performed, notes and files are added, and the task is completed or approved.
Maintenance History
The completed task becomes a permanent historical record connected to every related location, asset, assembly, and assigned user.
Why Tasks Matter
Coordinate Work From Start to Finish
Tasks do more than assign work. They organize operations, guide users through completion, document field activity, and preserve a complete history of everything that was done.
Plan
Schedule work, assign users, and organize field operations.
Perform
Complete work using task-specific forms while adding notes, files, and photos.
Review
Approve completed work, request revisions, or generate invoices before closing the task.
Preserve History
Keep a permanent maintenance history connected to the locations, assets, assemblies, and users involved.
