Tasks

In This Article

1. Overview
2. Create a new task
3. Push notifications in the app

Overview

Tasks are used to schedule time to complete work that will not be invoiced for. This might include errands, picking up supplies, or follow-up appointments. 

Create a new task

You can create a task from many places in Jobber, including the schedule, from a client’s profile, or from the dashboard. In each area, click the More Actions button in the top right, then click Task.

When creating a task, this is the information you’ll be prompted to fill out:

• Client - This is optional. When a client is linked to the task, their contact information will be included.
  • Note: There are no client facing notifications associated with tasks, even when a client is assigned. This means that your clients won’t receive a reminder before a scheduled task. 
• Title - This will be seen on the schedule, and in the Jobber app.
• Details - These are details or notes about the task
• Scheduling - You can choose the date and time of the task. If you do not want a time, check off ‘All Day’.
• Repeats - If this task is on a repeat schedule you can set this here.
• Assigned To - You can add a user(s) who is assigned this task.
• Team Reminder - You can set a reminder email to be sent to users a certain amount of time before the task starts
• Notify Crew by E-mail? - When the task is saved, the assigned users will receive an email letting them know they have a new task.

Click Save to create the task, after you have entered the information.

Tasks show on the schedule with a blue stripe on the left of them. You can filter them in or out using filters at the top of the schedule.

When a user has finished a task, they can mark it complete from either jobber.com, or the Jobber app.

A task from jobber.com

 

A task from the Jobber app

 

Push notifications in the app

When you assign a user to a task on the same day the task is occurring, the assigned users will receive a push notification to their device. These notifications will occur when a new user is assigned to a task, when a task scheduled for today is moved, or when the user is unassigned.

If you are the user who is assigning the task, you will not receive a push notification to your device when you assign yourself to the task.

This notification will appear when a user is assigned to a new task. It will indicate that it is today and the time of the task.

This notification occurs when a task has been removed from your schedule today.

Delete a task

To delete a task from Jobber.com:

1. Start by navigating to the task. You can get there from the schedule or if the task is associated with a client, from the client’s profile.
2.  Click on the task to open the details, then select Edit.
3.  In the bottom left corner of the task details, select Delete.