Scheduled tasks

Scheduled tasks are essential for planning and overseeing work. They help you schedule, communicate, and monitor the progress of tasks.

Getting started

• Page:
  Add a scheduled task
• Page:
  Add scheduled tasks in bulk with projects
• Page:
  Complete a scheduled task
• Page:
  Scheduled task reviewing and reporting

FAQ’s

Can I hide scheduled tasks from employees?
Yes, switch the status to ‘draft’ and when ready to share update to ‘to-do’.

What happens if a scheduled task is overdue?
Plans don’t always work out, if the due date has passed it will simply be highlighted red.

Can I assign multiple people the same scheduled task?
Yes, however, once the status is ‘done’ the task will be hidden from the Field app.

Can I duplicate a scheduled task?
Yes, click edit on the original scheduled task > make changes > check the box ‘save as copy’ and save