Tasks

Tasks are used when a Job needs to be broken down into smaller more detailed pieces of information. Tasks can also be useful to keep track of the Job progression because at any point you can view all completed and outstanding Tasks. The number of completed Tasks can also be shown on the Job list so you can see how many Tasks are required before a Job will be completed. Jobs in WorkPal can be populated with Tasks by both Desktop Users and Mobile Users. Tasks can also have Notes attached to them. When on-site, Mobile Users have the option of creating additional Tasks if this is required for the Job.

No Longer Required Tasks

When viewing a created Task, Users have the option of marking the Task as "No Longer Required". This is useful if circumstances have changed on the Job and the Mobile User would like to notify the office of this. A no longer required Task will stay on the system but appear with a strike-through.

Complete Required Tasks

Tasks be made mandatory so that a Job cannot be completed unless the mandatory Task(s) have been completed.  When creating a Task, check the "Complete Required" box, if you would like to make the Task mandatory. If you do not see the "Complete Required" check box when creating a new Task, please contact WorkPal Support to have this feature enabled.

Job Sheet

Tasks can also be added to the Job Sheet through the General Settings tab in the Preferences Menu.

To learn how to batch import multiple Tasks into Jobs, please see the Data Import guide here: Importing Data