Give your team tasks with a due date

Available on Standard and above

On Lite and Basic, Tasks shows a padlock.

Compare plans

Turned off by default outside India

Outside India, Tasks starts switched off. Turn it on under Settings › App & account › Features. See Turn a feature on or off.

Turn it on in Settings › App & account › Features.

Tasks are to-dos for your team that aren’t a repair job. For example: “Call Rohan back about the spare part” or “Order more screen protectors”.

Before you start

• Don’t see Tasks? Ask your shop owner to let you see tasks (Tasks — View) and add them (Tasks — Create & edit).

Add a task

On a computer

1. In the menu on the left, click Tasks.

2. At the top of the list, click + (Add task).

   The Create task page opens.

3. Type the Task title. Add a Task description if it helps.

4. Choose the Assignee, the Due date and the Priority.

5. If the task is about a customer, choose them under Customer.

6. Click Create.

   

   Desktop

On a phone

1. Tap More. Under Daily work, tap Tasks.

2. Tap +.

3. Fill in the Task title, Assignee, Due date and Priority. Pick a Customer if you like.

4. Tap Create.

Done!

The task shows in the list and in the assignee’s own tasks.

Update a task

Open the task from the list. Change the Task status as work moves along: To do, In progress, Completed or Cancelled. Then click Update.

Phone

Good to know

• Tasks due today show on the Dashboard under Tasks due.
• Your shop can send reminder emails before tasks are due. Set this in Settings under Due dates for jobs, tasks & purchases.
• Your shop owner can limit someone to the tasks assigned to them.
• Tasks are shared by all your businesses. They don’t appear in your Google or Microsoft calendar. See Calendar.