Accessing the Tasks Section
To view and manage your tasks:
Open the Fergus Go app.
Navigate to the menu in the bottom navigation bar.
Tap on Tasks to access your task list.
Task Categories
Tasks are divided into two categories:
To Do: Tasks that are yet to be completed.
Completed: Tasks that have been marked as finished.
Job-Related Tasks
Tasks can be linked to a specific job, helping you track job-related responsibilities. To create a job-linked task:
Open the Fergus Go app and navigate to the job.
Scroll down and tap Tasks.
Tap + Add and fill in the task details:
Description: Briefly explain what needs to be done.
Due Date: Set a deadline for completion.
Assigned Staff: Choose the team member responsible for the task.
Notes: Add any additional information or instructions.
The task will be linked to that job and will also appear on the desktop version of Fergus under the relevant job card.
Non-Job-Related Tasks
To create a task that is not linked to a specific job:
Tap Menu in the bottom navigation bar.
Tap Tasks.
Tap + Add and fill in the task details:
Description: Briefly explain what needs to be done.
Due Date: Set a deadline for completion.
Assigned Staff: Choose the team member responsible for the task.
Notes: Add any additional information or instructions.
Editing a Task
To edit an existing task:
Tap on the task card you wish to update.
You can modify the following fields:
Description: Change the task details if needed.
Due Date: Adjust the deadline.
Assigned Staff: Reassign the task to another team member.
Notes: Update or add any new information.
Marking a Task as Complete
When you complete a task, you can easily move it to the Completed section:
In the To Do section, locate the task you've completed.
Tap the checkbox next to the task to mark it as complete.
The task will automatically move to the Completed section.