Task Tactics & Job Dispatching

Task Tactics & Job Dispatching

Tasks in the app allow you to assign Forms, Docs, and free-text Instructions to specific app users in the field.

You specify a date and time to complete the Task and optionally specify a location. You can even require that the user complete the Task at the location. This allows you to upgrade processes relying on paper, phone calls, and email. Instead, use an app to seamlessly inform and track activities in the field.

A Task comprises one or more activities that define the individual steps involved in the Task. This way, you can create complex Tasks that have a number of steps or required actions.

Each Task Activity can be one of 3 types:

  • Fill out Form – as the name says, the assigned user must fill out a specified Form
  • View Doc – the assigned user must view the specified Doc
  • Instruction – a text instruction that the assigned user must check off.

 Every Task must be assigned to an app user.

You can delete Tasks at any time, which will remove the Task from the app user’s Task list on their device.

Furthermore, you can set up Recurring Tasks and create Task Templates from commonly created tasks. This allows for the rapid dispatch of Tasks to users in the field.

    • Related Articles

    • Adding Tasks & Dispatching

      When viewing the Tasks & Dispatch menu area, tasks can be added under the sub-menu areas to either send a task immediately or create a draft to send at a later date. Current Tasks, Task Calendar and Task Map allow for a new task to be added ...

    • Task Templates

      Task Templates let you pre-set various properties of a regular task within your business process as a template that can be used when creating a new task, making the process quicker for dispatchers. Without a template, you need to set every aspect of ...

    • Task Template Connectors

      Task connectors effectively allow you to add connectors to generate emails, text messages, or REST calls based on events occurring on a Task if the assigned user changes, the status updates, or the Task becomes overdue. You define these connectors on ...

    • Task Connector – Google BigQuery

      Our platform lets you quickly and easily connect your data sources to a Google BigQuery table, enabling streamlined data synchronization. One-Way Synchronization This connector supports one-way synchronization, meaning any updates in the BigQuery ...

    • Task Connector – REST

      REST Task connectors allow you to send data to third-party applications that support REST API on a Task’s event if the assigned user changes, the status updates, or the Task becomes overdue. You define these REST connectors on Task Templates. Adding ...