Tasks and assignments
One list. Today and Later. Overdue on top.
A task, a course, a form, an inspection, a document to sign and a skill check are all assignments. A worker sees one list. A supervisor sees who hasn't done what.
Also calledWork assignments, Recurring routines, Paths, Checklists
Used in
The solutions that put this product to work.
In the app
One list for the shift.
- 01Tasks, courses, forms and checks in the same place.
- 02Today, Later and overdue, in that order.
- 03Recurring routines assign themselves.
Tasks
2 to do
Today
Later
Sample company and data, made up for the picture. Tap around.
Where they come from
Anyone or anything can assign work.
01
A person
A foreman on a phone, offline if needed.
02
A schedule
Daily, weekly, per shift or annual. By role, site and crew, so a new hire gets theirs on day one.
03
A workflow or an outside system
A failed step. A work order. An HR event. Same shape either way.
Who and when
A name, or a pool.
A named person. Or a pool: any operator at this yard, first to claim.
Carry-over. Unfinished work at shift end can roll to the next shift's pool, if your company wants that.
A date or a window. Due by Friday. Or before the first truck leaves, 5 to 7 a.m.
Closed by evidence. Nothing, a photo, a form, an inspection, a signature or a supervisor's verification. You set it per template.
States
Blocked is a real state.
Open, in progress, done, verified. The normal path. Cancelled and overdue are states too.
Blocked. The worker gives a reason and a photo. That's where delays come from, so it's tracked on its own.
Bundles
One engine, shown two ways.
A bundle is a set of assignments issued together, with required and optional items, an order, what opens next and recurrence.
Step 1
Path
Shows in Training. Courses in order, then the skill check. New hire onboarding. Annual refresh.
Step 2
Routine
Shows in Tasks. Every week the foreman on each site does these six tasks. A shutdown. A site opening.
Step 3
Progress as a whole
Supervisors see who has and hasn't done each piece.
Tasks with steps
A task can carry its own instructions.
- Each step. Has its own instruction, photo, clip or procedure page.
- Two doors, one record. A form that's due shows in Tasks and in Forms. Finish it in one place and it's done in both.
- What it isn't. It's not a project plan with a timeline and a budget. Payroll, scheduling and time clocks are not part of it.
Tell us how work gets handed out today.
A whiteboard, a group text, a clipboard. We want to hear it and show you the list.
Book a walkthrough