Task Execution and Workflow Capabilities

After you open a task from the Task List, use the following options and capabilities.

Feature	Description
View task details	View task information and customer site details before traveling to the location. Administrators can configure the details shown on this screen.
Capture start travel time	Record when travel to the customer site begins to keep dispatchers and back-office teams informed of technician status.
Get directions to a task	Open the customer site location in supported navigation apps, including Google Maps and Waze, to receive turn-by-turn directions.
Geo-check-in and geo-fencing	Restrict check-ins to a defined radius around the customer site. This helps verify technician presence before allowing check-in.
Task progress bar	View progress through the task workflow and see how many steps remain before completion.
Workflow actions	Access additional task-related actions from within a task. For example, technicians can report issues, provide updates, or complete other configured workflows without leaving the task.
View task sync status	Monitor the sync status of submitted tasks and associated media files to confirm that data has been successfully uploaded.