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Tasks

Each worksite includes a tab dedicated to tasks. This allows you to define a specific task, optionally with a due date and an assignment to a technician.

To add a task, simply click the + button in the top-right corner.

Providing a description of the task to be completed is mandatory.

The due date is optional but can be useful to maintain optimal organization.

You can assign a task to a user in the “Assignee” field. The user will then receive a notification on their mobile device (if notifications are enabled).

Once created, the task also appears in the Chat section.

When completed, the task is shown as crossed out. A notification is also sent in the Chat so that all stakeholders are informed of what has been done.

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