Tasks

Create, assign, and manage tasks in Android OutSmart NEXT.

Tasks

Tasks are lightweight to-do items for work outside a full work order.

Use them for follow-ups, quick jobs, and actions for colleagues.

What you can do

• Create tasks and link them to a client.
• Assign one owner and one or more colleagues.
• Set start and due dates, category, priority, and status.
• Review, edit, or delete existing tasks.

Required task information

To save a new task, add a title, owner, colleague, category, priority, and status.

The app highlights missing required fields.

Priorities are Low, Normal, and High. A new task usually starts as Yet to start.

Available statuses are Yet to start, In progress, Expired, Closed, and Completed.

Create a task

1

Open Tasks

Go to Overview and open Tasks.

Tap the add button.

2

Add task details

Enter a title and description.

Select the linked client, owner, and colleagues.

3

Plan the task

Set the start and due dates and times.

Choose a category, priority, and status.

4

Save

Save the task after completing all required fields.

The due time must be later than the start time. It cannot be the same.

Manage a task

Open a task to review or edit its title, people, dates, category, priority, or status.

Delete tasks you no longer need. Use Undo immediately after accidental deletion.

Tasks differ from work orders. They track smaller actions and follow-up work.

Related pages

• Overview - Work Order