Working together · Mobile & web

Assign and complete a task

Mark where work is needed, assign it to a teammate and record completion.

Mobile app instructions

01

Place the task

Press and hold the work location on the project map. In New Marker, choose Task.

New Marker menu with Task highlighted
New Marker menu with Task highlighted View full size (opens in a new tab)
02

Describe and assign the work

Choose an Assignee. Add comments explaining the job. If there is a deadline, enter both Due Date as YYYY-MM-DD and Due Time as HH:MM.

New Task form with assignee, due date and comments
New Task form with assignee, due date and comments View full size (opens in a new tab)
03

Save the assignment

Tap Assign or Assign & Open. Sync when connected so the task can reach your team.

Assigned task summary
Assigned task summary View full size (opens in a new tab)
04

Complete the task

After finishing the work, select the task marker and tap Open. Add comments or attachments showing what was done, then tap Complete Task. Check the task history and sync the update.

Completed task summary
Completed task summary View full size (opens in a new tab)

Web portal instructions

01

Choose the task location

Click Place a marker, then click where the work is needed. Check the Project selection and choose Task.

Task option in the marker menu
Task option in the marker menu View full size (opens in a new tab)
02

Enter the assignment

Select the Assignee, set Due if needed, and describe the job in Comments.

Task assignee, deadline and comments form
Task assignee, deadline and comments form View full size (opens in a new tab)
03

Place the task

Click Place to save the task marker. The assignee needs to sync their app to receive the latest project data.

Place button on the task form
Place button on the task form View full size (opens in a new tab)
04

Record completion

Select the task marker after the work is finished. Add any completion comments or attachments, then click Complete Task and check the event history.

Completed task in the marker history
Completed task in the marker history View full size (opens in a new tab)