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Creating Tasks

Tasks (or jobs) are the core of itsTrack. Everything starts here: a repair, an inspection, an installation, or a warehouse delivery.

What is a task?​

A task is a unit of work with:

  • A title and description
  • A client and location
  • Optional machine(s) linked
  • Assigned workers or groups
  • Category and tags for filtering
  • Status — new, in progress, done, late
  • Due date and priority

Creating a new task​

  1. Go to Tasks and click Add task.
  2. Enter title and description — be clear so the worker knows what to do.
  3. Select the client, location, and machine (if needed).
  4. Pick a category (for example, repair, inspection, installation).
  5. Add tags for easy filtering later.
  6. Assign one or more workers or a group.
  7. Set due date and priority.
  8. Save.

The assigned workers get a phone notification right away.

Assigning workers and groups​

You can assign:

  • Individual workers — one person gets the job
  • Groups — a whole team sees the job (for example, "North Region Technicians")

When you assign someone, they see the job in their mobile app with full details: what to do, where to go, and any required steps.

Categories and tags​

Use categories for broad job types:

  • Repair
  • Preventive maintenance
  • Installation
  • Inspection
  • Emergency call

Use tags for finer filtering:

  • warranty, urgent, contract-client, winter-service

This helps managers filter the task list and build reports later.

Linking to clients and machines​

Always link tasks to the right client and location. If the job involves a specific machine, link that too.

This builds complete history — every repair, photo, and signature stays connected.

tip

Write clear task descriptions. A worker in the field should understand the job without calling the office.

Next steps: