Tasks
Activate Tasks, create follow-ups, organize categories, and manage task work in the BackOffice and app.
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.
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
Start here
What is Tasks? — introduction and basic use.
Activate Tasks — enable the feature in the BackOffice.
Create a task from a customer card — start customer-related follow-up.
Create a task from the start menu — create a task from anywhere.
Set up task categories — organize tasks by team or process.
Understand task statuses — track task progress.
Understand task priority — sort tasks by urgency.
Set task owner and assignees — assign responsibility clearly.
Set task dates and deadlines — plan start and due dates.
Link tasks to work orders, invoices, quotations, and projects — keep follow-up connected.
Filter and search tasks — find the right task faster.
Use tasks in the mobile app — work with tasks on iOS and Android.
Configure task device policies — control task behavior in the app.
Use tasks in automations — create follow-up automatically.
Configure task overview fields — choose which fields mobile users see.
Recommended order
Start with What is Tasks?.
Then activate Tasks.
Next decide how you want to create tasks.
Then configure categories, statuses, and priority.
Finish with mobile setup and automations.
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