[PU-013] Tasks
# [PU-013] Tasks
What is it?
Follow-up items and to-dos slip through the cracks when they're not tracked. The Tasks Power-Up lets you create, assign, and track tasks for your team so every action item has an owner and a deadline — whether it's ordering a part, calling a customer, or scheduling a follow-up visit. Nothing gets forgotten.
How it Helps Your Business
- Field Techs: See their assigned tasks clearly and mark them complete as they go — no more sticky notes or mental lists.
- Office Staff: Create and assign tasks with deadlines, then track progress without having to chase people for updates.
- Managers: Get a clear overview of all outstanding tasks across the team, spot bottlenecks, and ensure nothing falls behind.
- Customers: Benefit from a more organized team that follows through on every promise and action item.
Essential Details
Key Capabilities
- Create and assign tasks to any team member with clear deadlines
- Track task status from creation to completion
- Get status updates so you always know where things stand
- Link tasks directly to work orders for full context
Getting Started
To enable Tasks, go to Settings → Marketplace in your Out-Smart back office. Find the Tasks Power-Up and click Activate. Once enabled, you can start creating and assigning tasks from the Tasks section or directly from within a work order. No other Power-Ups are required.
Related Features
- [Workflow](workflow.md) — Automate task creation as part of your business processes
- [Mail to Work Orders](mail-to-work-orders.md) — Automatically create tasks from incoming customer emails
- [Timesheets](timesheets.md) — Track time spent on tasks alongside regular job hours