What is Tasks?

Understand what Tasks does, where it fits in OutSmart, and when to use it.

Tasks lets you manage follow-ups, reminders, and internal actions in OutSmart.

You can assign tasks, add deadlines, track status, and keep work visible across teams.

What Tasks helps you do

• assign follow-up work to one or more employees
• track due dates, priority, and progress
• link tasks to customers and business records
• manage tasks in the BackOffice and mobile app

When to use Tasks

Use Tasks when you want to:

• record work that is not a full work order
• follow up on customers, quotations, or invoices
• keep internal actions visible until they are done

How Tasks fits in OutSmart

Tasks can be linked to customers.

They can also be linked to records such as work orders, invoices, quotations, and projects.

This keeps the follow-up connected to the right context.

Frequently asked questions

Is a task the same as a work order?

No.

A task is meant for follow-up and action management.

A work order is meant for planned field work.

Can I assign a task to multiple employees?

Yes.

You can set one owner and add one or more employees.

Can I use Tasks on mobile?

Yes.

Availability depends on your app settings and device policies.

Related topics

• Tasks
• OutSmart packages
• Power-Ups