> ## Documentation Index
> Fetch the complete documentation index at: https://withforerunner.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Creating tasks

> Add new tasks to track work at specific locations

Creating tasks in Forerunner helps you coordinate work across your team by assigning location-specific activities with clear context and deadlines.

<Note>
  **Prerequisites**: You need Creator role or above to create tasks. Tasks must be associated with a property or custom object.
</Note>

## Creating tasks from an object

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

<Steps>
  <Step title="Open the object">
    Click on an object on the map, or navigate to it from a table view, to open the info panel.
  </Step>

  <Step title="Go to the Tasks tab">
    Click the **Tasks** tab in the info panel to see existing tasks at this location.
  </Step>

  <Step title="Click Add new task">
    Click the **Add new task** button (or plus icon) to open the task creation form. The object will be pre-selected.
  </Step>

  <Step title="Fill in task details">
    Enter the task information:

    * **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)
    * **Due date** (optional) - When this task should be completed
    * **Assignees** (optional) - Team members who should complete this task

    <Tip>
      Keep task names concise and action-oriented, like "Conduct annual inspection" or "Review elevation certificate submission."
    </Tip>
  </Step>

  <Step title="Link to a record type (optional)">
    If this task should prompt the creation of a specific record type or link to an existing record, use these fields:

    * **Related record type** - Select which type of record should be created when completing this task
    * **Related record** - If reviewing an existing record, select it here

    <Warning>
      You can link to either a record type (to create a new record) or an existing record (to review it), but not both. Once you link to an existing record, that selection cannot be changed.
    </Warning>
  </Step>

  <Step title="Save the task">
    Click **Save** to create the task. If you assigned team members, they'll receive email notifications about their new assignment.
  </Step>
</Steps>

<Check>
  **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.
</Check>

## Creating tasks on mobile

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

<Steps>
  <Step title="Navigate to an object">
    In the mobile app, tap on an object on the map to open its info panel.
  </Step>

  <Step title="Open the Tasks tab">
    Tap the **Tasks** tab to view tasks at this location.
  </Step>

  <Step title="Tap the create button">
    Tap the **+** button or **Add task** button to open the task creation form.
  </Step>

  <Step title="Fill in the form">
    Enter the task name, description, status, due date, and assignees. The mobile form includes the same fields as the web version.
  </Step>

  <Step title="Save the task">
    Tap **Save** to create the task. The task will sync to the server when you have connectivity.
  </Step>
</Steps>

<Tip>
  Tasks created while offline are stored locally and automatically sync when you reconnect. You'll see a sync status indicator showing upload progress.
</Tip>

## Linking tasks to records

Connect tasks to records to guide your team's work, whether they need to collect new information or review existing submissions.

<Tabs>
  <Tab title="Create new">
    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 **Related 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.
  </Tab>

  <Tab title="Review existing">
    Link tasks to existing records when you need team members to review or follow up on something that's already been submitted.

    **When to use this:**

    * Reviewing elevation certificates or permit applications
    * Following up on incomplete submissions
    * Assigning quality control or review work

    **How it works:**

    1. When creating the task, select an existing record in the **Related record** field
    2. When assignees view the task, they see a button to view that specific record
    3. Clicking the button opens the record in view or edit mode

    **Example:**

    A property owner submits an elevation certificate through your public website. Create a task linked to that submission and assign it to your floodplain manager. When they open the task, they can click directly to the elevation certificate record to review and validate the data.
  </Tab>
</Tabs>

## Troubleshooting

<AccordionGroup>
  <Accordion title="I can't create a task">
    **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.
  </Accordion>

  <Accordion title="I can't find the location I need">
    **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.
  </Accordion>

  <Accordion title="The assignee didn't receive an email notification">
    **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.
  </Accordion>

  <Accordion title="I linked the wrong existing record">
    **Solution**: Once a task is linked to an existing record, that link cannot be changed. You'll need to delete the task and create a new one with the correct record, or remove the record link entirely and optionally add a different record type instead.
  </Accordion>

  <Accordion title="Tasks created offline aren't syncing">
    **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 an error indicator. Try pulling down to refresh the task list, or contact support if the issue persists.
  </Accordion>
</AccordionGroup>