Tasks (Job Dispatch)

Overview
Tasks allow you to assign Forms, Docs and free text Instructions out to specific app users in the field. You specify a date and time before which the Task ...
Thu, 15 Oct, 2020 at 3:23 AM
Adding a New Task
TABLE OF CONTENTS Create a New Task Edit Task Activities Delete a Task Import a Task Tasks can be added in the Current Tasks screen. Navigate h...
Mon, 14 Dec, 2020 at 6:56 AM
Sending Tasks & Editing Details
The Task Details screen is accessible from the “edit details” link in the Task Activities screen. You can also enter this screen for existing Tasks by rolli...
Thu, 15 Oct, 2020 at 3:24 AM
Task Templates
Task Templates can be created for commonly-created Tasks. This allows you to define common types of jobs and quickly dispatch jobs via the template wizard. ...
Mon, 15 Feb, 2021 at 7:14 PM
Adding a Task from a Task Template
Task Templates can be created for commonly-created Tasks. This allows you to define common types of jobs and quickly dispatch jobs via the template wizard. ...
Mon, 5 Apr, 2021 at 11:25 PM
Task Connectors
TABLE OF CONTENTS Creating Task Connectors Selecting the Trigger Task is Overdue Task Owner Changed Task Status Changed Task connectors effecti...
Wed, 18 Nov, 2020 at 2:04 AM
Recurring Tasks Creation Behavior
Tasks and dispatch functionality are only available to premium user accounts. This article will attempt to shed some light on the task allocation process an...
Thu, 15 Oct, 2020 at 3:27 AM