In FieldEx, each job can include one or more tasks assigned to specific technicians or teams. Tasks represent the actionable units of a job, what needs to be done, who will do it, and when. As a Planner, you can create and assign tasks manually or via templates, ensuring clear expectations and field coordination.
This article explains:
What tasks are and how they relate to jobs
How to create and assign tasks manually or from templates
How to manage task priority, duration, and checklists
What Are Tasks in a Job?
Each job order in FieldEx can contain multiple tasks, each representing a specific part of the job. For example:
Job: “Quarterly Inspection – Generator 03”
Task 1: “Visual check and diagnostics” – Assigned to Tech A
Task 2: “Oil sampling and filter replacement” – Assigned to Tech B
Each task can include its own time estimate, technician assignment, and location.
Method 1: Creating Tasks Manually
Path: Jobs > Open a Job Order > Tasks Tab > Add Task
Click Add Task
Enter a task name and optional instructions
Select the Technician or Team to assign
Set the Estimated Duration and Scheduled Date
Click Save — task will appear in the job timeline
Method 2: Adding Tasks from Template
If your organisation uses repeatable task types (e.g., inspections, cleanings), use task templates to speed up assignment.
Path: Jobs > Open Job > Tasks Tab > Create Task via Template
This auto-fills task details, reducing manual input and maintaining consistency.
Method 3: Preloaded Tasks in Job Templates
Job templates can contain a full set of pre-assigned tasks. This is ideal for repeatable workflows like monthly PMs or multi-step installs.
Path: Settings > Job Templates > Add Task Section
Each time the job template is used, all linked tasks are created automatically.
Tips for Effective Assignment
Use technician workload data (see Calendar View) to avoid overloading individuals
Group tasks by site or project to reduce travel time
Assign to a team instead of a single person for more flexible scheduling
Always include a checklist for critical procedures or compliance tasks
Tip: You can edit or reassign tasks after job creation if schedules change or a different technician becomes available. |