For: Admins and Managers
Tasks are how you assign and track work in Site App Pro. Whether you're scheduling a routine inspection, following up on a site hazard, or ensuring a team member completes a training requirement, Tasks give you a single place to create, assign, and monitor work through to completion.
All tasks — regardless of type or how they were created — are visible in the Task List.
Task types
Site App Pro has six task types, each designed for a different category of work. Some are only available when creating equipment-related tasks.
Type | Use it for |
Maintenance (equipment only) | Scheduled upkeep of equipment or assets. Appears under the Maintenance List. |
Inspection (equipment only) | Planned checks of equipment, sites, or processes. |
Corrective Action | Following up on an issue flagged during a form, or raised manually. |
Compliance (equipment only) | Tracking regulatory or policy obligations, such as engine hours or RUCs. |
Training | Assigning or recording training requirements. Logs as a training item against the assignee's profile. When multiple assignees are selected, each gets their own individual task. |
Other (equipment only) | Any work that doesn't fit the above categories. |
The Task List
The Task List is your central view of all tasks across your organisation.
Log in to the Admin Console
Click Tasks in the left-hand navigation
From here you can search, filter, and manage all tasks:
Filter | Description |
Search | Find tasks by name or field. |
Status | Filter by task status: To Do, In Progress, Planned, or Completed. |
Type | Filter by task type. |
More Filters | Access advanced filters including due date and schedule settings. |
Creating a task
Tasks can be created from several places in Site App Pro. Creating from the Task List gives you access to all task types and is the most flexible starting point.
Log in to the Admin Console
Click Tasks in the left-hand navigation
Click Create new task in the top-right corner
Under Task Details, set the task type, name, description, status, priority, assignee, and any tags
Under Schedule & Notify, set a due date and configure who should be notified when the task is created or completed
Under Files & Forms, attach any supporting documents and set a completion method if required — either Fill in form or View resource
Click Create Task
Note: Team members will only receive task notifications if Tasks Assigned to You is enabled in their notification settings.
Tip: Tasks can also be created directly from an equipment item, a completed form, or the mobile app.
Managing tasks
Updating task status
Log in to the Admin Console
Click Tasks in the left-hand navigation
Find the task using the search bar or filters
Click the task to open it
Update the Status field as needed
Note: Tasks with a Planned status cannot be marked as completed until they are made available. To do this, click the three dots next to the task and select Make Task Available Now.