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Add a task to a job

Add an ad-hoc task to the checklist of an active job directly from the mobile app.

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Before you start

  • You must be on the On Site Working screen (the job must be In Progress). See Accept and travel to a job.
  • You need the task’s title ready. Tasks added this way appear immediately in the checklist.

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Steps

  1. On the working screen, scroll to the TASKS section and tap + add task at the bottom of the task list.
  2. The Add task sheet slides up.
  3. Enter the task name in the text field. You can type or tap the microphone icon to use voice input.
  4. Optional — check required if this task must be completed before the job can be closed.
  5. Optional — check attach form to link a form template to the task. Tap the chevron ( › ) next to attach form to choose a template from the list.
  6. Tap ADD to save the task. The sheet closes and the new task appears at the bottom of the checklist on the working screen.

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Result / verify

The new task is visible in the TASKS list with an empty circle icon, ready to be marked complete. The task count updates to include the new item (for example, 2 / 6 if the job previously had 5 tasks).

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Troubleshooting

ADD button is inactive: The task name field is empty. Enter a title before tapping ADD. Task is not saved to the server: If no task template is available on the job, the task is saved locally on the device only. It will appear in the checklist and can be completed, but it will not sync to the portal. Ask your dispatcher to make sure a task template is attached to the job type so server sync works.