Overview
Effectively tracking your tasks is crucial for staying organized. The Tasks feature in the Fergus Go app enables you to efficiently manage tasks associated with your jobs and job phases. Follow the steps below to maximize the use of this feature.
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.
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.
Adding a New Task
To create a new task:
Tap the + Add button in the bottom-right corner of the screen.
Fill in the following 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.
Job-Related Tasks
Tasks can be linked to a specific job, helping you track job-related responsibilities. However, please note that these tasks can only be created via the desktop version of Fergus at this time.
By following these steps, you can efficiently track and manage your tasks, ensuring that nothing falls through the cracks. For additional help, refer to the Help Centre or contact Fergus support.