Introduction

The Task is the core of the platform, most of its features are revolved around or started from a Task. * Task enables you to manage your field user, for example, you could assign a Task to a Field user, after it was assigned they will see it on their mobile apps & could work on it through the apps. * Another example is, if you create a Task that is suitable for Route Optimization, you could optimize the visit route and your field user could work on it through their mobile apps. * Using a more advanced Task feature, you could create a task that is interconnected by using the Automation or Schedule feature. * You could set up a custom Flow for a Task based on your needs. The flow would also affect the mobile apps, so you could specify what your Field user could do when they work on the Task. Task Menu is a central place for you to manage tasks, add a new task, import bulk tasks, assign tasks to a field user, check the status of each task, view details of each task, and export task reports. You could also monitor ongoing tasks and create a scheduled task from this menu.

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Data Retention

Task data and task history in the platform are retained for 1 year from the creation date. After this period, data is automatically deleted. Make sure to export important task data regularly to maintain records beyond the retention period.