Tasks can be used for the following actions:

• Document upload - Files can be uploaded for various purposes such as site surveys, voided checks, and approval letters.

  • Note: there can only be one upload per task. However, multiple files can be uploaded to the same upload subtask.

• Document creation / e-signing - Documents can be created with dynamic information based on the job details and sent for signature.

• Mark complete - a toggle is used to manually indicate the completion of a sub-task.

  • Note: There can be >1 mark complete toggles per task.

• Data entry - a field is provided so relevant information can be entered to complete a task.

  • Note: There can be >1 data entry fields per task.

A given task can have one or more of these action types or sub-tasks.

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