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Subtasks are often used as a To-Do list within a job record. Subtasks allow several steps and processes within a job to be noted with a title, description, and deadline. Your service agents will be able to view the subtask, update the status, and add comments. To learn more about subtasks, as well as subtask templates and series, visit the Subtasks article.

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Creating a Subtask

To create a new subtask, you’ll want to click on a job record. From this page, you can select the Subtasks tab. Untitled step Once in the Subtasks tab, you can view all subtasks attached to this job, as well as select Create Subtask to add a new one. Subtasks tab on a mobile job record with Create Subtask option Here, you can add the subtask title, as well as attach a related project (if applicable). You’ll notice that the job is listed under Related Job. You can assign the subtask to specific team members, as well as provide a description. If you’d like to use a subtask template, select Insert Template. New subtask form with title and related project fields on mobile Whether using a template or creating a new subtask, subtasks can be required before job statuses are selected or bypassed. If you try to change a status without completed the required subtask(s), FieldPulse will display an error and prompt you to complete it. You’ll notice the ability to require a subtask before job statuses when creating templates in Company Settings, as well as when creating subtask(s) on a job. Mobile subtask form showing assignment and related job details
To create a subtask that is not attached to a job or project, begin by selecting the Work tab from the bottom menu and then clicking on Subtasks. Untitled step You can now view all subtasks, as well as sort by those that are open, closed, or unassigned. Managers and Admin can toggle between Team Subtasks and My Subtasks using the arrows next at the top of the screen. To create a new subtask, select Create New and complete your subtask details as described above, but do not attach a Related Project or Job. Untitled step

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Updating a Subtask

Once your subtask is saved, you can view the subtask information. You can also update the status of the subtask using the status bar. If you’d like to add a comment to the subtask, select Comments from the top menu. Saved subtask view with status bar and Comments option on mobile
Have additional questions? Contact us at support@fieldpulse.com or use the chat feature in the bottom right corner of your screen.