Appearance
Tasks
Tasks are internal work. Use them for maintenance, inspections, admin, and anything that is not a customer job visit.
Open Tasks in the sidebar (below the main CRM items).
Add a task
- Go to Tasks
- Click Add Task
- Fill in the title, type, priority, due date, and assignee
- Save
Types
| Type | Typical use |
|---|---|
| Maintenance | Equipment or yard upkeep |
| Inspection | Site or asset checks |
| Admin | Office follow-up |
| Other | Anything else |
Statuses
| Status | Meaning |
|---|---|
| Scheduled | Planned, not started |
| In progress | Someone is working it |
| Completed | Done |
| Cancelled | Will not be done |
The page totals these four statuses at the top.
Priorities
Urgent, High, Normal, or Low. Filter the list by status, priority, or search.
Who can use it
| Role | View | Create | Update | Delete |
|---|---|---|---|---|
| Owner / Admin / Office | Yes | Yes | Yes | Yes |
| Field | Own tasks | Yes (self-assigned) | No | No |
Field staff see their own tasks on the index. They can create a task assigned to themselves.
Tasks are not available in the native mobile app yet. Use the browser or PWA for the full list.