Manage tasks and Todo

Tasks are freeform to-dos on a project or work order. They are not the same as checklists (structured inspection forms).

On the web

1. Open a project or work order.
2. Open the Tasks section.
3. Add a task, optionally set assignee and due date, and check items off as work finishes.

In the mobile app

• On a project or work order, open Tasks to add or complete items.
• Open the Todo hub from the dashboard to see open tasks across jobs, then jump into the related project or work order.

Related: Fill a checklist in the field.