Those who are in the field benefit most when viewing their tasks from the Task List page. They will likely be seeing the mobile version of this page.
In the task editor window, input all of the necessary steps or information for employees.
When the employee views their task list, they will be able to see this information, including the customer name, project name, task name, address, customer phone number, any task notes, and steps. They can mark the task complete when they have finished it; alternatively, if the task had steps, they can mark those as they complete them.
Once the employee has finished a task, they can also add any pictures or notes to the task using the nine square menu in the top right corner of the task card.
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