Tasks & Projects

Streamlining The Task Management Process

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Creating and Assigning Tasks


Whether it’s a simple request, a photo submission, or a form, tasks streamline the communications between employees.

Triggered Tasks

Tasks can be automatically created and assigned based on pre-set conditions or exceptions.

Location Based

Assign tasks to be completed at a specific location and during a specified time frame.

Create tasks

Tasks On Mobile

Mobile Screenshots

Task Notifications

When employees get a task assigned to them, they will automatically get a text, push, and/or email notification informing them about their new task.

GPS and Time Stamp

All submissions completed in the field are GPS and time stamped, which helps management maintain accountability over their employees.

Store Task Status

A field employee visiting a store can view all locations nearby and instantly see the status of all the tasks assigned to a store.

On-the-go Task Creation

Quickly create and assign tasks as issues arise -- all from the mobile app.

Manage Projects & Tasks

Tracking and Reporting

Tasks are tracked from creation to completion. Easily generate reports on completed and incomplete tasks and see breakdowns by location, date, and user to pinpoint issues.

Tracking Progress Across Locations

Projects are the most efficient way to track the progress of a group of tasks that must take place across many employees and locations.

Compare Regions, Teams, and Locations

With projects, management can compare regions, teams, and locations; identify which are doing well and which are not; and respond accordingly.

Mobile Screenshots

Core Features

Native iOS, Android, Windows App

Also runs on a mobile web browser.

Background Uploading

Mobile app is optimized for increased productivity.

Offline Support

Data automatically syncs once online.

Analytics & Reporting

Advanced out of the box analytics and custom report generation.

Geotagged Submissions

Track who, where, and when users are completing tasks.


View history of all activity.

Real-Time Notifications

Email & push notifications based on performance or defined threshold.

Submission History

View previous submissions while in the field.


User submitted images and video support.

GPS & Timestamp

Verify submissions are completed where and when they are supposed to.

Advanced Fields

Barcode, QR code, & Signature Fields.