Before you start

• Tasks are project-specific (you must be inside a project to create tasks).

• Recommended: Always add a due date (start dates are optional).

1) Create tasks (Admin)

1. Open the Project

   • Go to your Projects list and open the project you want.

2. Go to the Tasks section

   • Open the area where you can create/manage tasks for that project.

3. Add tasks

   • Create blank tasks, then enter the task names (example: “Demo the floor”).

   • Or generate tasks from the schedule to save time.

4. Set dates

   • Add a Due Date (recommended for every task).

   • Add a Start Date if needed (optional).

2) Assign tasks (Admin)

1. Assign each task

   • Select the employee you want to assign it to.

   • Click on “Send Notifications by SMS”

2. Confirm assignment

   • Once assigned, the assignee will receive a text message with a link to the task.

3) Receive and view tasks (Employee/Subcontractor)

1. Open the text message

   • Tap the link in the SMS to open the task in the Employee Portal.

2. View all assigned tasks

   • From the portal home screen, go to My Tasks to see:

     • What needs to be done

     • When it’s due

4) Update a task (Employee/Subcontractor)

1. Open the task

   • Tap the task name (not the checkbox).

2. Change the task status

   • Set it to In Progress when you’ve started.

3. Leave a note (optional)

   • Type an update (ex: what was done, what’s blocked) and tap Send.

4. Mark complete (when finished)

   • Use the checkbox to mark the task as completed (if available in your view).

5) Review progress (Admin)

1. Return to Admin view

2. Refresh the project/tasks page

3. You’ll see field updates such as:

   • Tasks marked Completed (with completion date)

   • Tasks marked In Progress

   • Notes/comments left by the employee/subcontractor

FAQ

Employees cannot create tasks directly from their mobile portal yet; we are planning to add this improvement.