Assign tasks to your field team and track every one from start to finish - all from a single view.
Tasks lets managers and administrators assign work to field employees and follow its progress in real time. Every task shows its scheduled time alongside when it actually started and finished, so you can see at a glance what's on track, what's running late, and what's done.
How it works
Assign the task - pick the task type, employee, client or site, and schedule.
The employee starts it - the status changes from Not Started to In Progress.
The employee completes it - the status changes to Completed, and the actual start and completion times are recorded.
Cancel if needed - a task can be marked as Cancelled at any point if it's no longer required.
How to Assign a Task
Log in to the Admin Panel.
Go to Field Tracking → Tasks → Tasks.
Click + Assign Task.
Fill in the task details (see below).
Click Save.
The task then appears in the task list with a Not Started status.
Task Details
Depending on how the task is set up, you can specify:
Task Type - the kind of task being assigned
Employee - the field employee who will carry out the task
Client/Site - where the task needs to be done
Scheduled Start Date & Time - when the task should begin
Scheduled End Date & Time - when the task should be finished
Task Status
The status summary at the top shows how many tasks are in each stage:
Not Started - assigned, but not yet started
In Progress - the employee has started working on it
Completed - the task is done
Cancelled - the task is no longer required
Filters
Find specific tasks using:
Assigned To - filter by employee
Status - filter by task status
From Date / To Date - filter by scheduled date
Clear Filters - reset all applied filters
Filters can be combined to narrow down the list further.
Task List
For each task, the list shows:
Task Type/Name
Assigned Employee
Scheduled Start and End - when the task was planned
Actual Start and Completion Time - when it really happened
Completion Status
Task Actions
Depending on your permissions, you can:
View - see the full task details
Edit - update the task information
Delete - remove the task permanently
Related Features
Tasks work alongside other Field Tracking features, including Task Templates, Route Plans, Live Map, Route Overview, and Visit Reports. Visits made as part of a task also appear as Task Visits in Visit Reports.
Why it helps
Assign field work in seconds, without calls or messages
See every task's progress in real time
Compare planned vs. actual timings to spot delays
Keep a complete record of field work for each employee