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TasksOverview

Tasks

Create and manage standalone tasks for your team — separate from job-specific work.

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Tasks are for work that isn’t tied to a specific job: office errands, equipment pickups, supply runs, follow-up calls, and recurring responsibilities. Assign tasks to team members, set priorities, and track completion from a central task board.

Tasks also appear on the Schedule calendar alongside jobs, giving you a unified view of everything your team needs to do.

Topics

  • Jobs — job-specific work and scheduling
  • Schedule — calendar view including tasks
  • Checklists — step-by-step checklists for job inspections
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