Tasks and My Work

Create a task

Open a Capture Project, scroll to Tasks, and choose Add task. Add a clear title, assignee, optional due date, and optionally connect one photo as the related evidence. The task can instead apply to the whole project. Its project or photo relationship stays fixed after creation so the audit trail always points to the evidence where the work began.

Completing a task records who completed it and when. Reopening it is also recorded.

Use My Work

My Work combines work assigned to the signed-in person:

• Capture tasks;
• assigned Capture checklist steps; and
• Job tasks from the linked field-service record.

Sections remain typed so a mobile device can route each row to the correct project, asset, checklist, or Job. Offline checklist changes appear pending until they sync.

Use the filter above the due-order list to focus on overdue work, Capture tasks, assigned checklists, or linked Job tasks. Open My Work from any project's Tasks section to return to the combined list.

AI-proposed tasks are never silently assigned. A person must accept a suggestion before it becomes normal work.

If an expected row is missing, confirm the assignee, environment, project access, and whether the source record was archived.