Tasks

10 article(s) in this category

Creating and Assigning Tasks

Tasks are the core module in Field Service mode and cannot be disabled. Tasks allow you to assign work to one or multiple employees, with an attached checkli...

Custom Task Fields

Custom task fields allow you to adapt tasks to your company’s workflows and collect exactly the data you need. Default Task Fields When a company is cr...

Map

The Map section in the side menu allows you to: view tasks on the map; create tasks (if a client with an address exists); track employee movement in real tim...

Skills

Skills allow you to identify employees who have specific abilities required to complete tasks.When creating a task, you can specify the required skills, and ...

To Do in the Tasks Module

The To Do feature is part of the Tasks module and does not require any additional activation or configuration.A To Do is a simple text-based task assigned to...

Service Areas

Service areas are geographic regions where your employees are authorized to perform tasks. They are a required part of company configuration. Without service...

Clients

Shifton Field Service allows you to store, create, and edit a complete client database, as well as use client profiles when creating and managing tasks.Clien...

Marks

Marks are visual indicators used to filter tasks in the calendar and categorize them by work type or other identifiers. They help teams quickly distinguish t...

Checklists

Checklists are digital forms that employees complete while working on a task. They help collect structured feedback and capture all required information duri...

Task Statuses

Task Statuses: Standard Workflow & Advanced Customization Task statuses help you track every step of a job — from the moment it appears in the syst...