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Who uses this: Task categories are set up in Company Settings, which only the Admin role can view; Admins, Team Managers, Service Agents, and Limited Agents can all be assigned to a task. Availability: All regions.
A task blocks off non-billable time on your team’s calendar — PTO, drive time, meetings, and anything else that isn’t customer work. Tasks don’t need a customer attached, and you can color-code them by category so the schedule shows at a glance where the day is going.

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Overview

Creating a task works much like How to Create a Job, but instead of linking the work to a customer you assign the task a task category. Set up your task categories first, then create the task from the schedule or the Jobs tab — or from the customer record, if the task is linked to a customer. Common task categories include PTO, drive time, errands, lunch, internal team meetings, admin time, and on-site estimates.

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Before you begin

Set up your task categories so you have something to assign. FieldPulse includes preset task categories, and you can adjust them to fit your business. Go to Company Settings > Jobs > Task Categories. From there you can:
  • Add a task category — enter the category name, select a color, then select Add Task Category.
  • Edit a task category — select the pencil icon next to the category name.
  • Delete a task category — select the trash can icon next to the category name.
The Task Categories subtab under Company Settings and Jobs, with fields to name a new category and pick its color, an Add Task Category button, and pencil and trash icons beside each existing color-coded category

Video walkthrough: setting up task categories

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Open the task form

  1. Select Create Job.
  2. Select Create Task at the top of the new job record.
The Jobs tab with the Create Job button in the top-right corner
The Create Task option at the top of the new job record, next to Import Template and Create recurring job

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Fill in the task details

  1. Link a customer if you want to. A task doesn’t require one.
  2. Enter a descriptive Job Title/Description.
  3. Select Assigned Users to Job and choose the team members working the task.
  4. Select a Task Category, such as PTO, drive time, or meetings.
  5. Set the dates and times the task takes place.
The task form with the Job Title/Description, Assigned Users to Job, and Task Category fields filled in for a PTO task, and the Dates section set below them

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Save the task

  1. Add notes if the task needs them.
  2. Select Save Task.
The Notes field on the task form with a note entered and the Save Task button highlighted in the bottom-right corner The saved task appears on the schedule in the color you assigned to its category.

Video walkthrough: creating a task

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Still need help?

Reach the FieldPulse support team at support@fieldpulse.com or through the chat feature in the bottom-right corner of your screen. Your setup is working when the task shows on the calendar in its category color and your team’s non-billable time is visible alongside their jobs — no separate calendar to check.