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How do I use tasks on my phone?
For field crews · Updated October 26, 2026
Use this when you want to check, create, or pick up tasks from the app.
Find your tasks
Tap Work at the bottom of the app, then Tasks. If you don't see Tasks, your role doesn't include them. Tabs such as Mine, Delegated, All, and Needs Owner show depending on your access. Tasks are grouped into Overdue, Today, This Week, Later, and Unclaimed. Use the search bar or Filters to narrow by status or priority.
Create a task
- Tap the + button.
- Pick the Task Type: Project / Customer, Equipment, or Administrative.
- Link it to the project or the piece of equipment.
- Add a Title, and a description and priority if useful.
- Assign it to a person or a role, and set a Due Date.
- Tap Create Task.
Claim a task
A task assigned to a role you belong to shows under Unclaimed with a Claim button. Tap Claim and confirm; the task becomes yours, and the person who assigned it still follows up.
Work a task
Tap a task to open it. Change its status between Open, In Progress, and Done, and add comments (type @ to mention a teammate). If someone else assigned the task to you, you can change its status and comment; the title, due date, and assignee belong to whoever assigned it or a manager.
On the web
The website shows the same tasks with more room for planning and team views.