Tasks and Checklists on the Mobile App

Workglue uses two different things to track work that needs to be done on a Job: Tasks and Checklists. Tasks are one-off to-dos. Checklists are predefined groups of tasks applied from a checklist template. Both are accessed from the hamburger menu on the Details page.

Tasks vs Checklists

• Task. A single to-do, such as "Pick up paint from the store." Has an assignee, an optional due date, an optional description, and optional notifications. Completed individually.
• Checklist. A predefined group of related tasks applied to the Job from a template. Example: a "Site Setup" checklist with items like "Set up shop," "Hang drop sheets," and "Equipment check." Completed item by item.

Tasks are flexible and added for one-off tasks that may or may not be attached to a Job. Checklists are standardized, so the same work follows the same steps every time.

Completing a Task from the Home Screen

Tasks assigned to you appear on the Home Screen above your schedule. You can complete them directly from there without opening the Job.

1. Open the Workglue V2 app.
2. On the Home Screen, find the task above your scheduled Jobs.
3. Select the check box next to the task.
4. Add a note if applicable.
5. Save.

Completing a Task from the Job

1. Open the Workglue V2 app.
2. Select the Job from your schedule.
3. Select the hamburger menu in the top right.
4. Select Tasks.
5. Find the task assigned to you.
6. Select the check box next to the task.
7. Add a note if applicable.
8. Save.

Completing a Checklist item not assigned to you

1. Open the Workglue V2 app.
2. Select the Job from your schedule.
3. Select the hamburger menu in the top right.
4. Select Checklists.
5. Find the checklist you are working through.
6. Select the check box next to the item you finished.
7. Add a note if applicable.
8. Save.

Reading task and checklist progress

When you open Tasks or Checklists, you can see:

• How many tasks are assigned to you.
• How many checklist items are complete versus incomplete.

Items that have been checked off show a filled circle with the date of completion. Items that are still open show an empty circle.