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Task and Scheduling Basics

Learn a simple, start-to-finish process for creating, scheduling and completing tasks in Lever360, from office setup to field updates.

Updated over 12 months ago

Tasks in Lever360 are highly versatile, enabling office and field teams to stay aligned on projects. While tasks can handle complex workflows, this guide covers a basic example: creating and scheduling a task for an initial inspection and completing it in the field.

Step 1: Setting Up the Task in the Office

  1. Access the Job:

    • Select the relevant job where you want to add the task.

  2. Create a New Task:

    • Go to the Tasks tab and click + Create Task.

    • Fill in the following details:

      • Subject: Enter a clear title, such as “Initial Inspection.”

      • Start Date and Due Date: Select tomorrow’s date, 3 PM to 5 PM, for the inspection.

      • Assigned To: Choose the technician responsible for the task (e.g., Jack).

      • Priority: Set the task priority (e.g., Medium or High).

  3. Add Instructions:

    • Use the Instructions field to provide clear guidance of scope of work

  4. Save the Task:

    • Click Save to finalize the task, linking it to the job for visibility.

Step 2: Scheduling the Task

  1. Add to the Schedule:

    • Open the task and click Add to Schedule.

    • Confirm or edit the following details:

      • Select - Resource(s)

      • Select - Start & End Time/Date

    • Save the schedule.

  2. Review the Schedule WEB:

    • View the task on the Schedule Tab of the job

    • View via the "Schedule" on the main menu

  3. Review Schedule Mobile field app:

    • Mobile user will receive a notification of schedule and see the task from several areas via:

      • The Mobile Agenda

      • The Task Board

      • Job Tasks

*Note, you can schedule without a task or a job, but the schedule will have no links to what the person is supposed to do within that schedule time frame.*

Step 3: Updating the Task in the Field

  1. Access the Task:

    • From their Agenda, Task List or Jobs, they find and open the assigned task.

  2. Perform the Work:

    • At the job site, the technician follows the task instructions:

      • Conducts the inspection, identifies affected areas, and documents findings.

      • Adds additional observations (e.g., odors, standing water).

    • The user may also clock into the Job at this point

  3. Provide Progress Updates:

    • Click Add Update in the task and document progress

      • Use text-to-speech for quick input if needed.

  4. Mark the Task as Complete:

    • Update the task status by setting % Complete relative to the amount of the task completed at this point.

    • Save the changes to reflect task completion.

Key Features

  • Versatile Scheduling: Tasks can be linked to jobs, assigned to multiple team members, and updated in real-time.

  • Integrated Communication: Progress updates sync across office and field teams, keeping everyone informed.

  • Job Progression: Completing tasks helps advance jobs through stages (e.g., New → Scheduled).

FAQs

Q: Can tasks be edited after creation?
A: Yes, tasks can be updated anytime to reflect changes in schedules or instructions.

Q: What if I need to assign multiple team members?
A: You can schedule additional resources directly within the task’s scheduling options.

Q: How do field updates sync to the office?
A: All updates made in the mobile app sync in real-time with the Lever360 web app, ensuring seamless communication.

Support

If you experience issues with tasks or scheduling, contact Lever360 Support:

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