Tasks & Dispatch Overview

Tasks & Dispatch Overview

Our Tasks & Dispatch functionality allows tasks to be sent to users’ devices in the field.

Tasks can be to Fill Out a Form, a set of Instructions, Read a Document, or a combination of the three.

Dispatching isn’t limited to a single user but can also be sent out to all users or a group of users, with options for All to Complete, First Available Person, First User to Claim, or Unassigned Task User.

How you create tasks is entirely up to you. Whether it’s a once-off or recurring task, it can be swiftly set up and dispatched, especially when using a task template.

Typically, task creation and dispatch are achieved using the web portal, but our Process Step field and Tasking API can accomplish similar outcomes via in-app solutions or external system communications.

Web Portal

When logged into the web portal and navigating to the Tasks & Dispatch menu area, the following areas will be available.

Each area provides options to view, create, and dispatch tasks, respectively. We suggest logging into your account, familiarising yourself with these areas by sending out a few tasks, and getting a feel for receiving tasks on your device.

In-App

When a user receives a task, a push notification is sent to the device, which can launch the app displaying the task.

In-app Task Notifications are displayed at the bottom of the app’s start screen. This Info Alert Box can also be fully customized on the App Setup Page under Basic Settings.

Upon selecting, the user’s Task List will display, allowing task selection and completion.

  1. Task name
  2. Expected start and due dates
  3. Task status
  4. Task search text box
  5. Task status filter

Claimed Task Handling

Once a task is claimed, if sent to numerous users and not all to complete, the task status changes to assigned and is removed from all other users’ task list.

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