Task Management

Manage Tasks for Employees & Contractors

Post work, assign responsibility, track field activity and keep every update connected with your customer. Manage customer service, AMC/PMS, project and office tasks from one system.

How It Works
Task Workflow
Post Task
↓
Assign Employee / Contractor
↓
Scheduled Visit
↓
Work Update
↓
Complete / Revisit / Reschedule
↓
Task History & Reports

How Task Management Works

From receiving work to assigning responsibility, completing the job and keeping its history.
Customer / Work
→
Post Task
→
Assign Employee / Contractor
→
Scheduled Visit
→
Work Update
→
Follow-up if Required
→
Task Completed
→
History & Reports
Post Work → Assign Responsibility → Track Progress → Complete → Keep History

One Task System for Your Business

Different types of work can be managed through the same task workflow while retaining their customer, AMC, project or internal context.

01

Customer Tasks

Search an existing customer or register a new customer and immediately post the required work.

02

Employee Tasks

Assign customer and operational work directly to employees with clear work instructions and visit schedules.

03

Contractor Tasks

Allocate outsourced work to contractors while retaining the task and customer history within your business.

04

AMC & PMS Tasks

Convert scheduled preventive maintenance services into assigned field tasks without losing the AMC relationship.

05

Project Tasks

Create and monitor work connected with projects while keeping project activities organized.

06

Office Tasks

Assign internal work that does not require a customer or field service visit.

Your Team Can Include Employees & Contractors

Field work is not always performed only by permanent employees. PostTask helps you manage internal teams and outsourced contractors through a common task process.

Tasks to Employees

Assign day-to-day service and operational work directly to employees and give them a clear list of tasks requiring attention.

  • Customer service tasks
  • AMC & PMS work
  • Project tasks
  • Office tasks
  • Scheduled visits
  • Work updates and completion

Tasks to Contractors

Use contractors as part of your operational workflow instead of managing outsourced work separately through calls and messages.

  • Assign work to contractors
  • Keep customer details connected
  • Define Work To Do
  • Track assigned work
  • Receive task updates
  • Maintain work history

From Customer Request to Completed Work

Every stage of the task remains visible and connected.

Post Task
→
Assign
→
Visit
→
Work Update
→
Complete / Follow-up
→
History

Know What Needs Attention

Instead of maintaining work lists in messages, notebooks or spreadsheets, PostTask organizes pending work into practical working groups.

  • Identify overdue work
  • See tasks scheduled for today
  • Plan the next seven days
  • Follow work in progress
  • Track tasks waiting for material

Pending Work

Old Tasks Overdue
Recent Tasks Pending
Today Attend Today
Next 7 Days Upcoming
Work in Progress WIP
Material Required Follow-up

Task Updates That Reflect Real Field Work

A site visit does not always finish with Completed. Record what actually happened and keep the task moving until the work is resolved.

Completed
Work in Progress
Material Required
Material Used
Customer Not Available
Service Not Required
Visit Again
Reschedule

Revisit Without Losing the Work History

When another visit is necessary, continue the work through Visit Again or Reschedule instead of losing the relationship with the original task.

1
Task Posted Customer requirement recorded
2
First Visit Work performed and updated
3
Follow-up Material / revisit / reschedule
4
Completion Complete service history retained

Documents, Expenses & Work History

Keep supporting task information together. Maintain work updates, supporting documents and task-related expense information where applicable, so important service information does not remain scattered.

D

Task Documents

Maintain supporting documents with the task update for future reference.

₹

Task Expenses

Record task-related expenses and supporting bills where expense tracking is required.

H

Task History

Review what was assigned, what work was performed and the progress of the task over time.

One Connected PostTask Workflow

Customer requests, AMC services and project work can all become trackable tasks assigned to the people responsible for getting the work done.

Customer→ Task→ Employee / Contractor→ Work Update→ Documents / Expenses→ History & Reports

Turn Daily Work into Business Knowledge

Instead of task information remaining with individual employees, contractors, phone calls or messages, PostTask creates an operational history your business can refer to later.

What was requested?
→
Who was assigned?
→
What was done?
→
What is pending?
→
What was the outcome?

From a Customer Request to Completed Work

Post tasks, assign employees or contractors, follow pending work and maintain your service history with PostTask.