Assigning tasks through our platform allows you to upgrade from processes that relied on paper, phone calls and email. Now, you can use our app to easily dispatch and track activities going on in the field. Tasks allow you to assign Forms, Docs and free text instructions to users. Each Task will be assigned to an app user(s) and you can specify a date and time that the task must be completed by. You can also specify a location and even require that the user completes the task at that location. 

A Task is composed of one or more activities and will define individual steps involved to complete the task. This way you can create complex Tasks that have a number of steps or required actions.

There are 3 types of Task Activities:

  • Fill out Form -  The assigned user must fill out a specified Form.
  • View Doc - The assigned user must view the specified Doc.
  • Instruction - A free text instruction that must be checked off by the assigned user.

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

Furthermore, you can create Task Templates out of commonly created tasks. This allows for rapid dispatch of Tasks to users in the field. Use this support article for help.


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