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Creating tasks in Forerunner helps you coordinate work across your team by assigning location-specific activities with clear context and deadlines.
Prerequisites: You need Creator role or above to create tasks. Most tasks sit on a property or custom object, but a task added from a record can just point at that record.

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Creating tasks from an object

Create tasks directly from an object’s info panel, which automatically associates the task with that location.
1

Open the object

Click on an object on the map, or navigate to it from a table view, to open the info panel.
2

Go to the Tasks tab

Click the Tasks tab in the info panel to see existing tasks at this location.
3

Click Add

Click the Add button to open the task creation form. The object will be pre-selected.
4

Fill in task details

Enter the task information:
  • Task name (required) - Brief description of what needs to be done
  • Description (optional) - Additional context, instructions, or notes
  • Status (required) - Select To do, In progress, or Complete (defaults to To do)
  • Priority (optional) - High, Medium, or Low
  • Due date (optional) - When this task should be completed
  • Assignee(s) (optional) - Team members who should complete this task
Keep task names concise and action-oriented, like “Conduct annual inspection” or “Review elevation certificate submission.”
5

Link to a record type (optional)

If this task should prompt someone to create a specific type of record, pick it in Associated record type.
To have someone review an existing record, add the task from that record instead. See Linking tasks to records.
6

Save the task

Click Save to create the task. If you assigned team members, they’ll receive email notifications about their new assignment.
Success! The task appears in the tasks table and in the Tasks tab of the associated object. Assignees receive email notifications with a link to view the task.

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Creating tasks on mobile

Tasks can be created in the field using the mobile app:
1

Navigate to an object

In the mobile app, tap on an object on the map to open its info panel.
2

Open the Tasks tab

Tap the Tasks tab to view tasks at this location.
3

Tap Add

Tap Add to open the task creation form.
4

Fill in the form

Enter the task name, assignees, status, priority, due date, and description. The mobile form includes the same fields as the web version.
5

Save the task

Tap Create to create the task. The task will sync to the server when you have connectivity.
Tasks created while offline are stored locally and automatically sync when you reconnect. You’ll see a sync status indicator showing upload progress.

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Linking tasks to records

Connect tasks to records to guide your team’s work, whether they need to collect new information or review existing records.
Link tasks to record types to ensure your team collects the right information at each location. When team members open the task, they’ll see exactly which form to complete.When to use this:
  • Conducting inspections or assessments at multiple properties
  • Standardizing data collection across field visits
  • Ensuring staff complete the correct form type at each location
How it works:
  1. When creating the task, select a record type in the Associated record type field
  2. When assignees view the task, they see a button to create that specific record type
  3. Clicking the button opens the record creation form pre-populated with the location
Example:You need to conduct annual flood risk assessments at 50 properties. Create tasks at each property and link them to your “Flood Risk Assessment” record type. When field staff open the task on mobile, they tap the “Add Flood Risk Assessment” button to create the record, ensuring everyone collects the same information.

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Tasks from automations and workflows

Tasks can also be created for you. Automations have a Create a task step, and workflow steps can create tasks too. On mobile, a task that came from a workflow has a View related workflow option.

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Troubleshooting

Solution: Task creation requires Creator role or above. Check with your account administrator if you need elevated permissions. Also verify that tasks are enabled for your account.
Solution: Tasks can only be associated with properties or custom objects that exist in your account. If you need to create a task for a location that isn’t in Forerunner yet, you’ll need to add that property or custom object first. Contact your Customer Success Manager if you need help importing properties or creating custom objects.
Solution: Email notifications are sent when tasks are saved with assignees. Check that the user’s email address is correct in their account settings. Also verify that the email didn’t go to their spam folder. If notifications still aren’t working, contact your Customer Success Manager.
Solution: Once a task is linked to a record, that link can’t be changed. Delete the task and add a new one from the correct record.
Solution: Check your mobile device’s connectivity. Tasks created offline will automatically sync when you have a network connection. If sync fails, you’ll see Failed to save, try again on the task. Contact support if the issue persists.