Manage tasks and Todo
Updated September 4, 2026
On this page
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, then open the Tasks tab.
2
Add a task. You can set an assignee and due date, then check items off as work finishes.
In the app
1
On the Dashboard, tap To-do to open the Todo hub.
2
Open tasks across jobs show here. Tap a task to jump into its project or work order.
3
On a project or work order, open Tasks to add or complete items.
Tips
- Set an assignee and due date so items show up in the mobile Todo hub.
- Open Todo from the dashboard to jump into the related project or work order.
Related: Fill a checklist in the field.
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