Skip to main content

Field Task

This module allows you to create and manage field-specific tasks for employees. When enabled, the FieldTask addon creates a Field Task Management top-level menu section with a dashboard, task management views, reports, and settings.

Features​

  • Task Dashboard: Overview of all field tasks with key metrics
  • Field Task Creation: Create tasks specific to field operations
  • Task Assignment: Assign tasks to field employees
  • Task Calendar: View tasks on a calendar for scheduling
  • Map View: See tasks plotted on a map by location
  • Task Status Tracking: Monitor task progress and completion
  • Task Priorities: Set priority levels for urgent tasks
  • Location-Based Tasks: Assign tasks tied to specific locations
  • Comprehensive Reports: 4 built-in reports covering completion, performance, and priority analysis

Requirements​

Installation​

Enable via Admin Panel​

  1. Log in as administrator
  2. Navigate to Settings > Addons
  3. Find Field Task and click Enable
  4. Run migrations if prompted

Enable via Command Line​

php artisan module:enable FieldTask
php artisan migrate
note

The Field Manager module must be installed and enabled before enabling this module.

Usage​

Dashboard​

Navigate to Field Task Management > Dashboard for a high-level overview of all field tasks. View key metrics such as total tasks, completion rates, overdue items, and team workload at a glance.

All Tasks​

Navigate to Field Task Management > All Tasks to view and manage all field tasks:

  • Browse all tasks with filtering and sorting options
  • View task details, status, and assignment information
  • Update task status and add notes
  • Track task progress through various statuses: Pending, In Progress, Completed, Overdue

Create Task​

Navigate to Field Task Management > Create Task to create a new field task:

  • Define task details and requirements
  • Set due dates and priority levels
  • Assign to specific field employees
  • Link tasks to client locations
  • Set task categories and tags

Task Calendar​

Navigate to Field Task Management > Task Calendar to view all tasks on a calendar. Plan and schedule field tasks visually, see upcoming deadlines, and identify scheduling conflicts.

Map View​

Navigate to Field Task Management > Map View to see tasks plotted on an interactive map. Visualize task distribution geographically, plan efficient routes, and identify areas with high task concentration.

Task Assignment​

Assign tasks to field employees based on:

  • Geographic location
  • Employee availability
  • Skill requirements
  • Current workload

Reports​

The Field Task module includes 4 reports accessible under Field Task Management > Reports:

  • Reports Dashboard: Overview dashboard with key task metrics and trends
  • Task Completion Report: Detailed analysis of task completion rates, timelines, and outcomes
  • Employee Performance Report: Evaluate individual employee productivity and task handling
  • Priority Analysis Report: Breakdown of tasks by priority level with completion statistics

Configuration​

Access module settings at Field Task Management > Settings to configure:

  • Default Task Priority: The default priority level for new tasks (normal by default)
  • Enable Geo Fence: Enable geofencing for task locations
  • Default Max Radius: Default geofence radius in meters (default 100)
  • Enable Notifications: Enable task notifications
  • Auto Assign Tasks: Automatically assign tasks to employees
  • Require Photo Updates: Require photo attachments with task updates

Changelog: View version history

Last updated on