The Button Bar at the top of the Tasks module provides quick access to create new tasks, refresh the list, and generate reports.

Use the sort options to quickly filter tasks by assignment, completion status, due date, or stage.

The Details section contains the core information for the task including description, status, due date, and linked records.

The Assigned section displays and allows management of users assigned to this task. Assigned users receive automatic alert notifications.

Use this section to track and store supporting documentation for the task.

The Activity Log provides a complete audit trail of all actions taken on this task.

Tasks Mode is available in the following modules, allowing you to create tasks that are automatically linked to the selected record:

• Quotes Module - Create tasks for quote follow-up, customer communication, and quote preparation activities
• Jobs Module - Track job-related tasks including scheduling, materials, and crew coordination
• Contracts Module - Manage contract tasks for compliance, billing, punch lists, and project milestones

When viewing Tasks Mode within a Quote, Job, or Contract, the following fields are available for each task:

Tasks can be created in two ways: from the Quick Actions menu for standalone tasks, or from within a record's Tasks Mode for linked tasks.

Linking a task to a Job or Contract allows it to appear in both the main Tasks module and within the record's Tasks tab.

1. Open the task from the Tasks module
2. Locate the Job / Contract field in the Details section
3. Click the pencil edit icon next to the field
4. Search for and select the desired Job or Contract
5. The task will now appear in both locations

Marking a task as complete updates its status and changes the visual indicator in the task list.

1. Select the task from the Tasks list view
2. In the Details section, locate the Complete checkbox
3. Check the Complete checkbox
4. The red dot in the tasks list will turn green to indicate completion

Alternatively, in Tasks Mode within a record, click the Complete button next to the task. The incomplete task count displayed on the Tasks mode button will update accordingly.

The Overdue Sort filter quickly displays all tasks that are past their due date.

1. Navigate to the Tasks module from Quick Actions
2. Click the Overdue Sort button in the sort options
3. All tasks past their assigned due date will be displayed
4. Click the button again to clear the filter and show all tasks

Assigning users to a task ensures they receive alerts and can track the task in their personal task list.

1. Open the task you want to modify
2. Locate the Assigned section
3. Click to add users to the assignment list
4. Select one or more users from the list
5. Assigned users will automatically receive alert notifications

Tasks can be deleted from Tasks Mode within a record using the trash icon.

1. Navigate to the record containing the task (Quote, Job, or Contract)
2. Click the Tasks mode button
3. Locate the task you want to delete
4. Click the Trash Icon next to the task

Tasks must be explicitly enabled for TRUE Field access to appear in the mobile app.

1. Open the task you want to make visible in TRUE Field
2. In the Details section, locate the Field Button
3. Click the button to enable TRUE Field access (toggle should be on/active)
4. The task will now be accessible in the TRUE Field mobile app

Task templates allow you to create saved configurations of tasks that can be loaded into select records across TRUE.

1. Click the Gear icon in the top right corner of TRUE
2. Select Company Preferences
3. Navigate to List Templates at the top of the screen
4. Click the + icon on the left side to create a new template
5. Enter a Template List Name and Description
6. Choose the modules where this template should appear
7. Click the + icon to add Tasks to the template
8. Enter a Description for each task in the template

Task stages are configured in the Categories module and can be used to organize and filter tasks.

1. Click the Gear icon in the top right corner
2. Select Categories from the menu
3. Find and select Tasks - Stage from the category list
4. Add, edit, or remove stage options as needed
5. Stages will be available in the Stage dropdown for all tasks

Task due date alerts can be configured in Company Preferences to send notifications before tasks are due.

1. Click the Gear icon in the top right corner
2. Select Company Preferences
3. Navigate to the Alerts section
4. Locate the Tasks alert setting
5. Modify the number of days prior to the Task Due Date that users should receive alerts

You can configure a default task template that automatically loads whenever a new Job is generated.

1. Click the Gear icon in the top right corner
2. Select Company Preferences
3. Locate the Default Task Template setting
4. Select the configured Task template you want to use as the default
5. The selected template will automatically load whenever a new Job is created

Cascading tasks allow you to create dependent workflows where subsequent tasks are triggered when previous tasks are completed.

Setting Up Cascading Tasks:

1. Create the first task in the sequence with assignment and due date
2. When creating subsequent tasks, leave them in a "Pending" or "On Hold" stage
3. Set the due date relative to the expected completion of the prior task
4. Assign each task to the appropriate person in the workflow
5. When Task 1 is marked complete, manually update Task 2 to "Active" status

Using Task Templates for Cascading Workflows:

1. Create a Task Template with all workflow steps in sequence
2. Order the tasks logically (design review → approval → production → QC)
3. Set relative due dates based on days from template load
4. Load the template into Jobs or Contracts when work begins
5. Team members receive alerts as their tasks come due

Template assignments determine whether tasks are pre-assigned to specific users or left unassigned for flexible allocation.

Template Assignment Best Practices:

• Administrative tasks: Pre-assign to the person who always handles them
• Field work tasks: Leave unassigned, assign when scheduling the work
• Approvals: Pre-assign to managers or department heads
• Customer-facing tasks: Leave unassigned, assign based on account ownership
• Use task stages to track who needs to pick up unassigned work

Files, images, emails, and notes can be attached to tasks for complete documentation.

1. Open the task you want to add files to
2. Scroll to the Files/Emails/Notes section
3. Click the + icon
4. Choose the type of attachment: File, Image, Email, or Note
5. Upload or enter the content as appropriate

The Activity Log provides a complete audit trail of all actions taken on a task.

1. Open the task you want to review
2. Scroll to the Activity Log section
3. View the history of user actions and entries
4. The log includes creation, updates, assignments, and status changes

Access to the Tasks module is controlled by user permissions. If you cannot see or access this module:

1. Contact your system administrator
2. Request the Module Access (Tasks) permission (ID #28)
3. Once granted, you'll find the module in the Quick Actions menu (lightning bolt icon)

The ability to delete tasks requires a specific security permission. If you cannot delete tasks:

1. Contact your system administrator
2. Request the Delete Tasks permission (ID #238)
3. This permission is found in the Tasks section of user access settings

Your user account may have the View Assigned Only restriction enabled.

1. The View Assigned Only (Tasks) permission (ID #960) restricts users to only see tasks they're directly assigned to
2. Contact your system administrator if you need to view all tasks
3. They can disable this restriction in Settings → Users / Access

Alert notifications for task due dates are controlled by user permissions and assignments.

1. Users assigned to a task automatically receive due date alerts
2. To receive alerts for all tasks (not just assigned), enable the Alert when Tasks are Due permission (ID #1425)
3. Navigate to Settings → Users / Access
4. Select the user and go to the Access tab
5. Find the Tasks section and enable the alert permission