Overview

Tasks in Forerunner help you track work that needs to be completed at properties or other objects in your account. Whether you’re scheduling inspections, following up on permit applications, or coordinating field visits, tasks provide a simple way to assign work to your team and monitor progress.

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What are tasks?

A task is a work item that needs to be completed for a property or other object in your account. Each task includes: Tasks support a wide range of team coordination activities: Field data collection - Assign tasks to prompt staff to collect specific information at properties, with the mobile app guiding them to create the right type of record when they arrive on site Follow-up inspections - Schedule routine or compliance inspections by creating tasks that link directly to the inspection record type your team needs to complete Permit review - Create tasks for reviewing submitted elevation certificates or permit applications, with direct links to the records that need attention Community outreach - Coordinate mailings, door-to-door visits, or resident meetings by assigning location-based tasks to team members Post-disaster response - Deploy teams for damage assessments by creating tasks at affected properties, helping you track coverage and completion across the impacted area

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Getting started with tasks

New to tasks in Forerunner? Here’s how to begin:

1. Explore the tasks table - Navigate to Tasks in the main menu to see existing tasks in your account
2. Create a test task - Select a property on the map and create a task from the Tasks tab to try out the feature
3. Assign to yourself - Assign the task to your own user account to see the assignee experience
4. Try mobile - Open the Forerunner mobile app and view the task in your task list to see the mobile workflow
5. Link to records - When creating tasks, experiment with linking them to record types to see how they guide data collection

As you become more familiar with tasks, explore advanced features like filtering by assignee, creating saved views for common task lists, and using tasks with offline packs for field teams.

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Key features

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Object relationships

Every task is associated with a property or custom object on your map. This ensures work is always tied to a specific location and provides geographic context for planning field visits.

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Team assignment

Assign tasks to multiple team members simultaneously. Assignees receive email notifications and can view their assigned tasks in filtered lists on both web and mobile.

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Status tracking

Track progress through three statuses: To do, In progress, and Complete. Status updates appear in the activity feed, giving your team visibility into work completion.

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Workflow integration

Link tasks to record types to prompt data collection. When a task is assigned, team members see exactly which type of record to create, streamlining field workflows and ensuring consistent data capture.

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Mobile and offline support

Create, update, and complete tasks in the field using the mobile app. Tasks work offline, so your team can continue working even without cellular connectivity.

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Task statuses

Tasks move through three statuses as work progresses: To do - Task has been created but work hasn’t started. This is the default status for new tasks. In progress - Work has begun. Use this status to signal that the task is actively being worked on. Complete - Work is finished. Completed tasks remain visible in filtered views but are typically hidden from default task lists.

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Linking tasks to records

Tasks can be linked to record types in two ways: Create new records - Specify which type of record should be created when completing the task. For example, assign a task to conduct an inspection and link it to your “Property Inspection” record type. When the team member opens the task, they’ll see a button to create that specific record. Review existing records - Link a task to an existing record that needs review or follow-up. For example, create a task to review a submitted elevation certificate and link it to the existing submission. Team members can jump directly from the task to the record.

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Finding your tasks

Tasks table - Access all tasks in your account from the Tasks section in the main navigation. Use filters, sorting, and saved views to organize tasks by assignee, status, due date, or location. Property and object pages - View tasks associated with a specific location from the Tasks tab in the property or object info panel. Create new tasks directly from this view. Map interface - Click on properties or objects to open the info panel and view tasks at that location. The “View on map” button in the tasks table shows task locations geographically. Mobile app - Access your assigned tasks from the Tasks tab in the bottom navigation. The mobile view automatically filters to show only tasks assigned to you.

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Permissions

Task access is controlled through your account role:

• View Only - Can view tasks and task lists
• Creator and above - Can create, edit, assign, and delete tasks

Tasks are internal collaboration tools and are not visible to guests or on your public website. If you need to track work that should be visible to residents or external stakeholders, consider using records with public visibility enabled instead.