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
  • Task rework workflow for quality control
  • SLA tracking with breach notifications
  • Workload balancing across team members

Tasks

Forms

  • Drag-and-drop form builder with 35+ field types including check-in location (GPS + timestamp proof)
  • Version control for form templates
  • Conditional logic and real-time field validation (email, phone, number, text patterns)
  • Data lookup fields for clients, products, sales, and custom databases
  • Barcode and QR code scanning across products, sales, and custom databases

Forms

Submissions

  • Form submission tracking with approval workflows
  • Multi-level approval chains
  • Submission history and audit trails with full metadata (device, location, network, duration)
  • Resubmission workflow for rejected entries
  • Archive and export capabilities

Submissions

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