How to see an overview of projects and tasks
Ben
Last Update 2 years ago
Your tasks
You can see a summary of your own tasks from the Home section on both web and mobile.
Here, you'll be able to see all of your appointments and tasks for today, with the option to view all should you wish.
Under "Projects", you can also select a specific project and view all related tasks for that project under the "Tasks" tab.
Your team's tasks
If your FieldWorker account is set to the manager or admin role, you'll be able to view an overview of tasks for your teams in these same places.
Additionally, in the home section, you'll be able to see a clearer overview under the "Task Management" and "Time Management" tabs. Here, you can easily filter in a variety of different ways, including by employee to see the status of all tasks one specific member of your team is working on.