Field Task
This module will allow you to create, manage field-specific tasks for employees.
Features
- Field Task Creation: Create tasks specific to field operations
- Task Assignment: Assign tasks to field employees
- 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
Requirements
- Open Core Business Suite (Base System)
- Field Manager module
Installation
- Ensure the Field Manager module is installed and enabled
- Download the Field Task module package
- Extract the module to
Modules/FieldTask - Run the installation command:
php artisan module:enable FieldTask
php artisan migrate
- Clear the application cache:
php artisan optimize:clear
Usage
Creating Field Tasks
Navigate to Field Sales > Tasks to create and manage tasks:
- Define task details and requirements
- Set due dates and priority levels
- Assign to specific field employees
Task Assignment
Assign tasks to field employees based on:
- Geographic location
- Employee availability
- Skill requirements
- Current workload
Task Status Tracking
Monitor task progress through various statuses:
- Pending
- In Progress
- Completed
- Overdue
Location-Based Tasks
Create tasks tied to specific client locations:
- Automatically associate tasks with client visits
- Track task completion at client sites
- Generate location-based task reports
Configuration
Access module settings at Settings > Field Task to configure:
- Task priority levels
- Default task statuses
- Notification preferences
- Task categories