> For the complete documentation index, see [llms.txt](https://knowledge.out-smart.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/tasks.md).

# Tasks

**Tasks** helps you manage follow-ups, to-do items, and internal actions in OutSmart.

Use this section to activate Tasks, create tasks, organize them, and manage them in daily work.

{% hint style="info" %}
Tasks is a **Power-Up**. Availability depends on your package, license, and permissions.
{% endhint %}

### What you do with Tasks

* create follow-up actions for customers and internal work
* assign owners, employees, priorities, and deadlines
* link tasks to work orders, invoices, quotations, and projects
* manage tasks in the BackOffice and mobile app

### Quick start checklist

* [ ] Activate **Tasks** in **Settings → Feature Settings**.
* [ ] Create one or more **task categories**.
* [ ] Decide who can act as **task owner**.
* [ ] Decide which employees can be assigned to tasks.
* [ ] Set a clear process for **priority** and **status** use.
* [ ] Decide whether tasks need **start dates** and **due dates**.
* [ ] Enable the right **device policies** for mobile users.
* [ ] Test task creation from a **customer card**.
* [ ] Test task creation from the **start menu**.
* [ ] Review how tasks should be used in **automations**.

### Start here

* [**What is Tasks?**](/marketplace-packages-and-power-ups/power-ups/tasks/what-is-tasks.md) — introduction and basic use.
* [**Activate Tasks**](/marketplace-packages-and-power-ups/power-ups/tasks/activate-tasks.md) — enable the feature in the BackOffice.
* [**Create a task from a customer card**](/marketplace-packages-and-power-ups/power-ups/tasks/create-a-task-from-a-customer-card.md) — start customer-related follow-up.
* [**Create a task from the start menu**](/marketplace-packages-and-power-ups/power-ups/tasks/create-a-task-from-the-start-menu.md) — create a task from anywhere.
* [**Set up task categories**](/marketplace-packages-and-power-ups/power-ups/tasks/set-up-task-categories.md) — organize tasks by team or process.
* [**Understand task statuses**](/marketplace-packages-and-power-ups/power-ups/tasks/understand-task-statuses.md) — track task progress.
* [**Understand task priority**](/marketplace-packages-and-power-ups/power-ups/tasks/understand-task-priority.md) — sort tasks by urgency.
* [**Set task owner and assignees**](/marketplace-packages-and-power-ups/power-ups/tasks/set-task-owner-and-assignees.md) — assign responsibility clearly.
* [**Set task dates and deadlines**](/marketplace-packages-and-power-ups/power-ups/tasks/set-task-dates-and-deadlines.md) — plan start and due dates.
* [**Link tasks to work orders, invoices, quotations, and projects**](/marketplace-packages-and-power-ups/power-ups/tasks/link-tasks-to-work-orders-invoices-quotations-and-projects.md) — keep follow-up connected.
* [**Filter and search tasks**](/marketplace-packages-and-power-ups/power-ups/tasks/filter-and-search-tasks.md) — find the right task faster.
* [**Use tasks in the mobile app**](/marketplace-packages-and-power-ups/power-ups/tasks/use-tasks-in-the-mobile-app.md) — work with tasks on iOS and Android.
* [**Configure task device policies**](/marketplace-packages-and-power-ups/power-ups/tasks/configure-task-device-policies.md) — control task behavior in the app.
* [**Use tasks in automations**](/marketplace-packages-and-power-ups/power-ups/tasks/use-tasks-in-automations.md) — create follow-up automatically.
* [**Configure task overview fields**](/marketplace-packages-and-power-ups/power-ups/tasks/configure-task-overview-fields.md) — choose which fields mobile users see.

### Recommended order

1. Start with [**What is Tasks?**](/marketplace-packages-and-power-ups/power-ups/tasks/what-is-tasks.md).
2. Then [**activate Tasks**](/marketplace-packages-and-power-ups/power-ups/tasks/activate-tasks.md).
3. Next decide how you want to [**create tasks**](/marketplace-packages-and-power-ups/power-ups/tasks/create-a-task-from-a-customer-card.md).
4. Then configure [**categories**](/marketplace-packages-and-power-ups/power-ups/tasks/set-up-task-categories.md), [**statuses**](/marketplace-packages-and-power-ups/power-ups/tasks/understand-task-statuses.md), and [**priority**](/marketplace-packages-and-power-ups/power-ups/tasks/understand-task-priority.md).
5. Finish with [**mobile setup**](/marketplace-packages-and-power-ups/power-ups/tasks/use-tasks-in-the-mobile-app.md) and [**automations**](/marketplace-packages-and-power-ups/power-ups/tasks/use-tasks-in-automations.md).

### Related topics

* [**Power-Ups**](/marketplace-packages-and-power-ups/power-ups.md)
* [**OutSmart packages**](/marketplace-packages-and-power-ups/marketplace/outsmart-packages.md)
* [**OutSmart Marketplace**](/marketplace-packages-and-power-ups/marketplace.md)


---

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