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Tasks collects the follow-up work that comes out of visits, so nothing depends on someone remembering it. Open More → Tasks in the app.

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Work the queue

  1. Start in To do.
  2. Open a task. Use Review visit forms to see the forms attached to that visit.
  3. Tap Update status when you’ve done the work. Add Work notes so the next person knows what happened. A task can’t be completed without them.
  4. Finished and cancelled tasks move to Completed / cancelled.