Once you have assigned a task to an Office user or a Field user, they will see it in their account view. They can change the task status to "In Progress" when working on it, and "Completed" when it is completed.

Based on their status, the tasks will be seen under the New, In Progress, and Completed sections.

Typically, administrative tasks carried out from the office are assigned to office users. They need not be scheduled as events unless you want to track time spent on those tasks. When an office user completes their task, they can change the task status to "Completed." Completed tasks will be moved to the Completed section and struck through.

Field users who are installers or technicians who work at the site may have products assigned to their tasks. So, they will need to update two statuses: Install Status and Task Status. Also, tasks are scheduled as events for Feld users, and a time slot is assigned. The tasks are visible on their Field user views.

For example, in the following screenshot, the installer has set the task status to "In Progress." They have installed one product and changed its status to "Installed."

Any changes to the install and task statuses in the Field user view will be synced to Cloud in real time.