Tasks were introduced as part of Fulcrum's Intelligent Team Automation functionality. This article will describe how to:
NOTE: You will need to have our Intelligent Team Automation (Tasks and Issues) feature set enabled to use this workflow! If you do not see Tasks and Issues in Fulcrum, please reach out to our support team via our in-app chat to learn more about this new functionality and to have them enable it. It is included with your existing subscription.
View the Task List
To navigate to the Task List, select Tasks from the Overview tab.
On the task list, you will see your organization's list of tasks.
Filter/Sort the Task List
The list will automatically filter to tasks assigned to you when you first navigate to it. Using the options across the top of the task list, you can search, filter, and choose how to sort your list.
Update and/or Complete a Task
To update a task:
Tap the task in the list to view it.
Tap on the Directions map to launch a map app on your device (Google Maps, Apple Maps, Waze, etc.) to provide you with directions to the task location.
Update the Status to "In progress" once you begin the task.
Add Work Notes to communicate updates to your supervisor or the rest of the team.
If a Checklist has been included in your task, check off each item in the checklist as it is completed/inspected.
If a custom app has been linked to your task, you will see Linked Record at the bottom of the task view. Tap on Linked Record to fill out a record for the linked app. Save the app record when you are finished. For more information on linking apps to tasks, check out this article.
Once the task is complete, update the Status to "Complete".
Save the task.