Exchange Task Notes with Crew

Modified on Sat, 2 Nov at 8:31 AM

The task management screen allows you to add notes, remarks, and comments with the field crew/ crew members on a task at any stage. The notes from the 'Crew notes' tab are sent to the crew members via the 'Crew Timecard app.' The site supervisors and the field crew can exchange task notes in the following instances:

To instruct crew members on their tasks, timelines, and any specific requirements.
To update challenges, delays, or unexpected issues encountered on the job site.
To notify the field supervisor of equipment issues, maintenance needs, and material shortages, etc.

To add/view crew notes

Select the project
Tap the 'Planned' or 'Pulled' tab
Tap a task to open its task management screen

Tip:
Use the date filter in the 'Pulled' screen to view the tasks scheduled within a desired date range. Use the 'Search ' box at the top to search for the task you want to manage.

Tap the 'Crew Notes' button to view or add crew notes.

Tap the text box and start typing to add your notes.
Tap the 'Send' button.