Skip to main content

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 8 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:

Did this answer your question?