> ## 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.

# Using tasks on mobile

> Create and complete tasks in the field with offline support

The Forerunner mobile app brings task management into the field, with full support for creating, viewing, and completing tasks even when you're offline.

## Accessing your tasks

<Steps>
  <Step title="Open the mobile app">
    Launch the Forerunner app on your iOS or Android device and sign in.
  </Step>

  <Step title="Tap the Tasks tab">
    In the bottom navigation, tap **Tasks** to open your task list. The mobile app automatically filters to show only tasks assigned to you.
  </Step>

  <Step title="Review your tasks">
    Your task list shows:

    * Task name
    * Associated property address or custom object name
    * Status indicator
    * Quick access icon for linked records

    Tasks are grouped by status (To do, In progress, Complete) with the active status displayed at the top.
  </Step>
</Steps>

<Tip>
  Pull down to refresh your task list and sync any changes made from the web or by other team members.
</Tip>

## Filtering tasks by status

Focus on the right tasks with status filters:

<Steps>
  <Step title="Look at the status tabs">
    At the top of the task list, you'll see status filters: **To do**, **In progress**, and **Complete**.
  </Step>

  <Step title="Tap a status">
    Tap any status to filter your task list. The default view shows To do tasks when you first open the screen.
  </Step>

  <Step title="Switch as needed">
    Change status filters throughout the day to focus on active work or review completed tasks.
  </Step>
</Steps>

## Searching for tasks

Quickly find specific tasks:

<Steps>
  <Step title="Tap the search field">
    At the top of the task list, tap in the search field.
  </Step>

  <Step title="Enter search terms">
    Type any part of the task name or associated property address. The list filters as you type.
  </Step>

  <Step title="Clear search">
    Tap the X in the search field to clear and return to the full filtered list.
  </Step>
</Steps>

## Viewing task details

See complete information about a task:

<Steps>
  <Step title="Tap a task">
    From the task list, tap any task to open an action sheet with options.
  </Step>

  <Step title="Select View task">
    Tap **View task** to open the full task details screen.
  </Step>

  <Step title="Review information">
    The task details screen shows:

    * Full task name and description
    * Status with color indicator
    * Due date (if set)
    * Assignees
    * Associated property or custom object
    * Related record type or existing record (if applicable)
    * Creation date and creator
  </Step>
</Steps>

## Working with tasks

When you tap a task from the list, an action sheet appears with available options:

**View task** - Open the full task details screen

**View related record** - If the task is linked to an existing record, this opens that record for review (requires online connection)

**Add \[record type name]** - If the task is linked to a record type, this opens the creation form for that specific record type at the task's location

**View on map** - Opens the map and centers on the property or object associated with the task

**Delete task** - Removes the task (requires appropriate permissions and considers offline status)

## Creating tasks on mobile

Create tasks while in the field:

<Steps>
  <Step title="Navigate to a location">
    On the map, tap a property or custom object to open its info panel.
  </Step>

  <Step title="Open the Tasks tab">
    In the info panel, tap **Tasks** to see existing tasks at this location.
  </Step>

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

  <Step title="Fill in the form">
    Enter:

    * Task name (required)
    * Description
    * Status
    * Due date
    * Assignees

    The property or object is already selected based on where you started.
  </Step>

  <Step title="Link to a record type (optional)">
    If this task should prompt creation of a specific record type, select it from the **Related record type** field.
  </Step>

  <Step title="Save the task">
    Tap **Save** to create the task. If you're offline, it will sync when you reconnect.
  </Step>
</Steps>

## Editing tasks on mobile

Update task details from the field:

<Steps>
  <Step title="Open the task">
    From your task list or a property's task list, tap the task and select **View task**.
  </Step>

  <Step title="Tap Edit">
    On the task details screen, tap the **Edit** button (typically in the top right).
  </Step>

  <Step title="Make changes">
    Update any field including name, description, status, due date, or assignees.
  </Step>

  <Step title="Save your changes">
    Tap **Save** to update the task. Changes sync to the server when you have connectivity.
  </Step>
</Steps>

## Completing tasks

Mark tasks as complete when work is finished:

<Steps>
  <Step title="Open the task for editing">
    From the task list, tap the task, then **View task**, then **Edit**.
  </Step>

  <Step title="Change the status">
    In the Status field, select **Complete**.
  </Step>

  <Step title="Save the task">
    Tap **Save** to mark the task as complete. The task moves to the Complete status filter in your task list.
  </Step>
</Steps>

<Tip>
  If a task involves creating a record, you can complete the task and create the record in the same field visit. First, create the required record using the task's action sheet button, then edit the task to mark it complete.
</Tip>

## Working offline

Tasks fully support offline workflows for field teams without reliable connectivity:

### Creating tasks offline

* Create tasks normally while offline
* Tasks are saved locally to your device
* When you reconnect, tasks automatically sync to the server
* Sync status indicators show "Upload in progress..." during sync
* If sync fails, you'll see an error indicator

### Viewing tasks offline

* Tasks downloaded as part of your offline pack are available without connectivity
* Search and filter work normally offline
* Task details can be viewed offline

### Editing tasks offline

* Update task information while offline
* Changes are queued and sync when you reconnect
* Status changes are tracked locally until synced

### Deleting tasks offline

* You can delete tasks you created while offline (pending tasks)
* Tasks that were synced from the server can only be deleted when online
* This prevents conflicts when multiple users are working with the same tasks

<Warning>
  If you create a record-linked task offline, make sure the record type is included in your offline pack. Otherwise, you won't be able to create the record until you're back online.
</Warning>

## Sync indicators

The mobile app shows sync status for tasks:

**Upload in progress...** - Task is currently syncing to the server

**Upload failed** - Sync encountered an error, will retry automatically

**Synced** - Task has been successfully saved to the server

**Pending** - Task was created offline and is waiting to sync

Pull down on the task list to manually trigger a sync attempt.

## Viewing tasks on the map

See task locations geographically:

<Steps>
  <Step title="Apply status filter">
    In your task list, select the status you want to view (To do, In progress, etc.).
  </Step>

  <Step title="Tap View on map">
    At the bottom of the task list, tap **View on map**. This button appears when you have tasks in your list.
  </Step>

  <Step title="Explore on the map">
    The map opens showing all properties and objects with tasks matching your filter. Tap any location to see its tasks in the info panel.
  </Step>
</Steps>

**Use map view to:**

* Plan your route by identifying task clusters
* Understand geographic distribution of your work
* Navigate to task locations using turn-by-turn directions
* Identify nearby tasks to complete efficiently

## Offline packs and tasks

Tasks are included in offline packs, allowing field teams to work without connectivity:

**Downloading tasks**

* Tasks within your offline pack boundary are automatically included
* Download or update your offline pack before heading to the field
* Tasks for properties and custom objects in the pack are available offline

**Offline pack considerations**

* Only tasks within the pack's geographic boundary are included
* Record types linked to tasks should also be in the offline pack
* Updates from other users won't appear until you sync
* Large numbers of tasks may increase offline pack download time

Learn more about [offline mode](/mobile/offline-mode) and [field data collection](/mobile/collecting-data) in the mobile documentation.

## Best practices for mobile tasks

**Download offline packs before field work** - Ensure you have the latest tasks and can work without connectivity

**Update status in real-time** - Change task status to In progress when you start work and Complete when finished, even if offline

**Use task-guided data collection** - When tasks are linked to record types, tap the "Add \[record type]" button to create the correct record immediately

**Sync regularly** - When you have connectivity, pull to refresh to ensure you have the latest task assignments and that your changes are uploaded

**Check map view before driving** - Use the map to plan efficient routes that group nearby tasks

**Review task descriptions** - Read the full task description before heading to a location to ensure you have necessary equipment or information

**Complete tasks promptly** - Mark tasks complete as soon as work is done to keep your team informed of progress

**Take advantage of offline** - Don't let lack of connectivity slow you down. Create, edit, and complete tasks offline, and they'll sync automatically when you're back online

## Troubleshooting

<AccordionGroup>
  <Accordion title="I don't see my assigned tasks">
    **Solution**: Pull down to refresh the task list to sync the latest assignments. If tasks still don't appear, verify that you're signed in with the correct account and that tasks have actually been assigned to you. Check the web app to confirm task assignments.
  </Accordion>

  <Accordion title="Tasks created offline aren't syncing">
    **Solution**: Check your device's connectivity. Tasks sync automatically when you have a network connection. If sync is failing, look for error indicators and try pulling down to refresh. If the issue persists, try signing out and back in, or contact support.
  </Accordion>

  <Accordion title="I can't create a related record from a task">
    **Solution**: Creating records requires the record type to be included in your offline pack (if offline) or requires online connectivity. Verify that the record type is available in your offline pack, or wait until you're back online to create the record.
  </Accordion>

  <Accordion title="I can't delete a task">
    **Solution**: Deletion permissions differ between online and offline modes. When online, you can only delete tasks that have been synced. When offline, you can only delete tasks created offline that haven't synced yet. This prevents conflicts. If you need to delete a synced task while offline, wait until you're back online.
  </Accordion>

  <Accordion title="Task details are outdated">
    **Solution**: Pull down on the task list to sync the latest changes. If you're offline, task details will update once you reconnect and sync. Remember that changes made by other users won't appear until you sync.
  </Accordion>

  <Accordion title="The View on map button is missing">
    **Solution**: The View on map button only appears when you have tasks in your filtered list. If your current status filter shows no tasks, the button won't display. Switch to a status with tasks to see the map option.
  </Accordion>
</AccordionGroup>