Task Module

Overview

With the Task module, you can create and manage tasks that are assigned directly to you, without requiring access to the Service module.

Use the Task module in the field to access and manage your tasks in real time. Field technicians can easily view and create tasks and view linked documents.

Learn more in Simpro Mobile Settings.

Mobile frame

Before performing the steps detailed below, ensure that this part of your build is set up correctly. The relevant steps to set up the features and workflows detailed in this article can be found here:

How to Use Licences

In order to view content or perform actions referred to in this article you need to have the appropriate permissions enabled in your security group. Go to System A screenshot of a schedule icon with a grey calendar icon and an arrow. > Setup > Security Groups and access your security group to update your permissions. The relevant security group tab and specific permissions for this article can be found here:

Mobile Security Groups: Tasks

Basic requirements to access the Task module:

  • Simpro Premium URL and login credentials
  • Valid mobility licence. Learn more in Adjust employee settings.
  • In Simpro Premium, go to People A screenshot of a schedule icon with a grey calendar icon and an arrow. > Employee / Contractor, open the relevant card, select the Mobility > Mobile check boxes under Profile > Settings > Licences and select the relevant Mobile Security Group with the Task Module enabled.
  • Latest version of Simpro Mobile app.