Create and assign tasks, track them on a board, and let inspections and automations open tasks for you.
Last updated 2026-07-07
Create tasks from the Tasks page or from within a project. Set a title, description, due date, priority, and assignee.
View tasks in a list or board layout. Filter by assignee, project, priority, or status. Overdue tasks are highlighted automatically.
When you assign a task, the team member gets an in-app notification and optional email. They're also notified when tasks are completed or updated.
Some tasks appear automatically — scheduling an inspection creates a linked task, and automations can open follow-up tasks when a project hits a stage. Due-dated tasks also show on your calendar.
Scheduling Inspections
Book municipal and quality inspections on the project calendar, track them from scheduled to completed, and keep a linked task so nothing slips.
Automations & Workflows
Set up automatic actions triggered by pipeline changes and events.
Scheduling & Calendar
Schedule events and inspections, dispatch crews, view jobs on a map, and sync with Google or Outlook.