Work Management

Manage every aspect of your field work lifecycle from assignment to completion.

Projects

  • Create and manage projects with custom statuses, priorities, and timelines
  • Link tasks, forms, and submissions to projects for complete traceability
  • Use project templates to standardize recurring work
  • Track project progress with real-time dashboards

Projects

Tasks

  • Assign tasks to individuals or teams with due dates and priorities
  • Complete task lifecycle management: assign, accept, start, pause, complete, verify
  • Standalone tasks — project is always optional, with client/branch assignment when no project selected
  • Task rework workflow for quality control
  • SLA tracking with breach notifications
  • Save tasks as reusable templates

Tasks

Forms

  • Drag-and-drop form builder with 39+ field types including check-in location, photo tags, audio recording
  • Photo Tag field — camera capture with metadata overlay (title, GPS, date/time, device) burned into the image
  • Conditional logic, repeatable sections, real-time field validation (email, phone, number, text patterns)
  • Data lookup fields for clients, products, serials, lots, and custom databases
  • Barcode and QR code scanning across products, serials, lots, and custom databases
  • Submission metadata with reverse geocoding and fraud detection signals

Forms

Submissions

  • Form submission tracking with approval workflows and designated approvers per form
  • "Pending My Approval" filter for quick access to submissions awaiting your review
  • Rich metadata columns: Form, Project, Task, Location, Duration, Submitted Via — with column picker to customize view
  • Submission history and audit trails with full metadata (device, location, network, duration)
  • Fraud detection metadata with semantic coloring (root/jailbreak, mock location, VPN, emulator)
  • Field columns in table view with grouped/flat toggle for repeatable sections
  • Export Wizard: 3-step column selection, preview, and download (CSV/Excel) across all data modules
  • Client and Branch columns in metadata — slice submissions by who and where
  • Zebra-striped rows, row numbers, and multi-select checkboxes for faster scanning and bulk actions
  • Date-range shortcut popup: Today, Yesterday, This Week, Last Week, This Month, Last Month, Last 7, Last 30, or Custom

Submissions

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