Checklists are far more powerful, and Tasks are now a part of Checklists. It’s easier than ever to create a checklist — you can assign checklist tasks to staff members, attach specific Forms & Assets, set a reminder for a task, complete checklists online, create multiple checklists, and drag-and-drop to reorder.
With a dedicated home in the new job card, checklists are more intuitive & easier to track. Plus, you can now complete them online!
When you click to add a new checklist item, you’ll now get suggestions of common tasks. Just click to add!
To set the completion of a Form, rather than applying a badge, you can just search & add it as a checklist task.
You can now search & add the servicing of a specific Asset, as a checklist task! In the app, technicians can just tap the checklist item to open the Asset.
If you want the technician to inspect all assets of the same Asset Type, you can add the Asset Type as a checklist requirement too!
If a client scans an Asset to report an issue, when you convert the Inbox message to a job, it’ll auto-add a task for the specific Asset.
If you want to divide a job’s requirements by category, stage or area, you can create multiple checklists, and rename each of them.
You can drag & drop individual tasks within a checklist, as well as reorder multiple checklists within the job.
Assign a checklist task to a staff member to notify them and display it in the Tasks menus of the app, and online.
The app's Tasks menu in More > Tasks has had a minor update, and when you tap an item, it will now open the job card in which the task was assigned to you.
In the Tasks tab of the Dispatch Board, you can now complete tasks without needing to open the job card.
Attach a reminder to a checklist task, due on Navigating, Check In, Check Out, or a specific date & time.
If you assign a task to a staff member with a reminder on Check In or Check Out, the app will remind them if it’s incomplete.
If you assign a task to a staff member, you can set a reminder for a specific date and time.
When you tap a Notification about a checklist task, it will now open the job card in which the task was assigned to you.
