Tasks (Job Dispatch)

Overview - Tasks
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 to complete the Tas...
Thu, 13 Jan, 2022 at 11:02 AM
Adding a New Task
When you click on the Tasks tab, you will enter the Tasks listing screen.  This shows all Tasks that are currently active. You can sort the Tasks and a...
Thu, 13 Jan, 2022 at 9:25 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 roll...
Thu, 13 Jan, 2022 at 9:03 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...
Thu, 13 Jan, 2022 at 9:15 AM
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...
Thu, 13 Jan, 2022 at 9:17 AM
Task Connectors
Task connectors effectively allow you to be able to add connectors to generate emails, text messages or REST calls based on events occurring on a Task. (e.g...
Sun, 29 Apr, 2018 at 6:14 PM
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...
Sun, 22 Nov, 2020 at 8:55 AM