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Forerunner provides multiple ways to view and organize tasks, helping you focus on the work that matters most.

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Viewing tasks on the web

The Tasks table is your primary interface for viewing and managing tasks across your account.

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Opening the tasks table

1

Navigate to Tasks

Click Tasks in the main navigation menu. This opens the full tasks table with all tasks in your account.
2

Review the table columns

The tasks table displays:
  • Task name
  • Status (To do, In progress, Complete)
  • Assignees
  • Due date
  • Description
  • Related record type
  • Associated property address or custom object name
  • Creator and creation date
Click on any task name to open the task details and view or edit all information.
3

Customize your view

Use the column controls to:
  • Reorder columns by dragging column headers
  • Resize columns by dragging the column borders
  • Hide or show columns using the Columns button
  • Sort by any column by clicking the column header

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Filtering tasks

Filter tasks to focus on specific work:
1

Click the Filter button

In the table header, click Filter to open the filter panel.
2

Add filter conditions

Select which fields to filter by:
  • Status - Show only To do, In progress, or Complete tasks
  • Assignees - View tasks assigned to specific team members
  • Due date - Find tasks due within a specific timeframe
  • Related record type - Filter by the type of record linked to tasks
  • Property or object fields - Filter by location characteristics
You can combine multiple filters to narrow results.
3

Apply filters

As you add conditions, the table updates automatically to show matching tasks. The filter count badge shows how many filters are active.

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Creating saved views

Save frequently used filter combinations as views:
1

Configure your filters

Set up the filters, sorting, and columns exactly how you want them.
2

Save the view

After configuring your view, click the option to save it. Give it a descriptive name like “My active tasks” or “Due this week.”
3

Switch between views

Use the saved views dropdown in the table header to quickly switch between different task lists.
Useful saved views to create:
  • My active tasks - Filter to your assigned tasks with status To do or In progress
  • Overdue tasks - Tasks with due dates in the past and status not Complete
  • This week’s tasks - Tasks due within the next 7 days
  • Team member workload - Filter by specific assignees to review someone’s task list
  • Inspection tasks - Tasks linked to inspection record types
Column customizations like order and sizing are saved automatically to your account, so your preferences persist across sessions.

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Viewing tasks for a specific location

See all tasks associated with a property or custom object:
1

Navigate to the location

Click on a property or custom object on the map, or open it from a table view.
2

Open the Tasks tab

In the info panel, click the Tasks tab to see all tasks for this location.
3

Review or create tasks

The Tasks tab shows:
  • List of all tasks at this location
  • Task status for each item
  • Assignees for each task
  • Ability to create new tasks
  • Quick access to edit existing tasks

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Viewing tasks on the map

Visualize task locations geographically:
1

Filter your tasks

In the Tasks table, apply filters to show the specific tasks you want to see.
2

Click View on map

Click the View on map button in the table header. This opens the map view with all filtered tasks visible.
3

Explore task locations

The map shows the properties or custom objects associated with your filtered tasks. Click on any location to see its tasks in the info panel.
When to use map view:
  • Planning field visits by geographic clustering
  • Understanding spatial distribution of work
  • Identifying gaps in coverage
  • Coordinating team deployment across areas

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Task table features

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Row selection

Select individual tasks or multiple tasks for bulk operations:
  • Click checkboxes to select specific tasks
  • Use the header checkbox to select all visible tasks
  • Perform actions on selected tasks using the action bar

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Action menu

Each task row has an action menu with options:
  • View - Open task details in a modal
  • View on map - Jump to the task’s location on the map
  • Delete - Remove the task (requires appropriate permissions)

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Export data

Export your filtered task list:
  1. Apply filters to show the tasks you want
  2. Click the Export data button
  3. Choose your preferred format (CSV, GeoPackage, or Geodatabase)
  4. The export includes all visible columns and filtered rows
Use exports for:
  • Sharing task lists with external tools
  • Creating reports for management
  • Archiving completed tasks
  • Analyzing workload distribution

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Activity feed integration

Task activities appear in the activity feed for associated properties and objects:
  • Task creation is logged with the creator’s name
  • Status changes show the new status
  • Task deletion is recorded
  • Activities link back to the related property or object
View the activity feed to see a chronological history of all work at a location, including task assignments and completion.

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Understanding task counts

The tasks table header shows the total number of tasks matching your current filters. This count updates as you add or remove filter conditions, helping you understand the size of your task list. Using counts effectively:
  • Monitor active workload by filtering to In progress tasks
  • Track completion by viewing Complete task counts over time
  • Assess team distribution by comparing assignee task counts
  • Identify bottlenecks by filtering overdue tasks

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Keyboard shortcuts

Speed up your task management with keyboard shortcuts:
  • Click task name - Open task details
  • Arrow keys - Navigate between tasks in the table
  • Enter - Open the selected task
  • Escape - Close modal dialogs

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Best practices for viewing tasks

Create personal views - Set up saved views for your own workflow patterns, like “My tasks due this week” or “Tasks I created” Check tasks daily - Make reviewing your assigned tasks part of your daily routine to stay on top of deadlines Use status filters - Focus on To do and In progress tasks to see active work, hiding completed tasks to reduce clutter Monitor team workload - Managers should periodically filter by team members to ensure work is distributed evenly Export for reporting - Create filtered views for specific time periods or work types, then export for status reports or meetings Combine with map view - Use the map to plan efficient field visit routes by grouping nearby tasks geographically Review activity feeds - Check the activity feed on properties with many tasks to understand work history and context

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Troubleshooting

Solution: Check if you have view permissions for tasks. Also verify that filters aren’t hiding all tasks. Click the Filter button and clear all filters to see if tasks appear. If you still don’t see tasks, your account may not have any tasks created yet, or tasks may not be enabled for your account.
Solution: Saved views are specific to your user account. If you’re signed in as a different user, you won’t see views saved by others. Views may also be deleted if you clear your browser data. If a view is missing, you’ll need to recreate it with your preferred filters.
Solution: The count shows tasks matching your current filters. Double-check your filter settings to ensure you’re viewing the right subset. Remember that filters work together, so multiple active filters may significantly reduce the count.
Solution: Ensure you have view permissions for tasks. If you’re on a slow connection, the table may still be loading. You can also try right-clicking and opening in a new tab, or using the action menu’s View option.
Solution: Column order and width are saved automatically to your account. If changes aren’t persisting, check your browser settings to ensure cookies and local storage are enabled. If the issue continues, try signing out and back in, or contact your Customer Success Manager.