Tasks in the Fieldified App

Overview

Tasks schedule work that is not invoiced. Use them for internal reminders, administrative work, team follow-up, or reserved time on the schedule.

A task can be associated with a client or remain a standalone internal item. Tasks appear on the schedule with their task icon so they can be distinguished from visits, requests, and events.

Create a task by:

• Tapping an empty space on Schedule and selecting Add Task
• Opening quick create and selecting Task

Create a task

Complete the following fields:

• Task Title: Required; this is the name shown on the schedule.
• Description: Instructions or context for the assigned team.
• Client: Optional; select a client when the task relates to their account.
• Date and Time: When the task should occur.
• Repeating: Whether Fieldified should create a recurring series.
• Team: The people who should see and complete the task.

Repeating options include:

• Every month on the same date
• Every two weeks on the selected weekday
• Every week on the selected weekday
• Daily
• Does not repeat

Review the schedule and team assignment, then save the task. Assigned team members see it in their Fieldified App schedule.

Edit a task

1. Open the task from Schedule.
2. Tap the field or edit arrow.
3. Update the title, description, date, time, recurrence, client context, or team.
4. Save the changes.

For a recurring task, choose how broadly the update applies:

• Update Only This Task: Changes only the selected occurrence.
• Update All Future Tasks: Changes the selected occurrence and the remaining series.

Use the single-task option for a one-time schedule adjustment. Use the future-tasks option for corrections or instructions that should remain in the series.

Set the client when creating a client-related task so its activity is associated with the correct profile.

Complete a task

Open the task from Schedule and tap Complete Task after the work is finished. Completion updates the task status while retaining its details in the activity history.

For a recurring task, completing one occurrence does not complete future occurrences.

Delete a task

1. Open the task from Schedule.
2. Tap more actions.
3. Select Delete Task.
4. Confirm the deletion.

For a recurring task, choose:

• Delete Only This Task to remove one occurrence
• Delete All Future Tasks to end the remaining series

Review the selected scope before confirming so completed or historical occurrences are preserved as intended.