The Tasks page is your shop's shared to-do list. Use it to assign work to teammates, follow up on customers, and track open items that do not live on a work order or invoice.
Click Team Hub in the sidebar to open the Tasks page.
Tabs at the top, each with a count badge
- My Open: tasks assigned to you that are still open
- Delegated: tasks you created and assigned to someone else
- Overdue: open tasks past their due date
- Completed: tasks you have finished or assigned, in order of most recently completed
To create a task, click "+ New Task" and fill in
- Title (required)
- Description (optional context)
- Assignee (anyone on your team, defaults to you)
- Priority: Low, Medium, or High (sets the color stripe on the row)
- Due date and time (optional)
- Attachment (optional): click the paperclip and pick a photo or document
To create a task tied to a specific customer, work order, invoice, or purchase order, use the "+ Add Task" button on the Tasks card on that record's page. The task is automatically linked to that record and shows up inline there too.
Each task row shows the priority color stripe, the due-date chip, and badges for any linked records. Click the circle on the left to mark a task complete; the row strikes through and moves to Completed. Click again to reopen.
Click any task to open the detail view. You will see the full activity stream: who created it, every change, and every comment. Add comments with optional attachments at the bottom, and react to any comment with an emoji.
Tasks are scoped to the people involved with them. You see tasks you have been assigned and tasks you have assigned to others; teammates outside that scope do not see them.