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Manage Work Tasks

Create, assign, prioritize, and complete tasks for yourself, teammates, jobs, and follow-up work.

Liam Chen
Written by Liam ChenUpdated over a week ago2 min readBeginner

What this guide covers

Tasks help you capture work that should not be lost in a note, email, or chat thread. Use tasks for follow-up calls, office work, job preparation, punch-list items, and internal reminders.

Create a task

  1. Open Tasks or the task panel on a related record.
  2. Add a short title.
  3. Assign an owner when someone else should complete it.
  4. Add a due date or priority when timing matters.
  5. Link the task to a job, contact, company, property, quote, or invoice when relevant.
  6. Save the task.

Assign ownership

Every task should have a clear owner. If the task is for a team, choose the person responsible for driving it to completion.

When reviewing tasks, look for:

Complete a task

Mark a task complete when the work is actually done. Add a note first if the result matters for the next teammate.

If the task changed into a larger workflow, create the job, quote, invoice, or follow-up record before closing the task.

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