Task

13 Nov 2025

Checklists

Checklists are digital forms that employees complete while working on a task. They help collect structured feedback and capture all required information during the workflow....

17 Nov 2025

Clients

Shifton Field Service allows you to store, create, and edit a complete client database, as well as use client profiles when creating and managing tasks.Client...

8 Feb 2026

Creating and Assigning Tasks

Tasks are the core module in Field Service mode and cannot be disabled. Tasks allow you to assign work to one or multiple employees, with...

8 Feb 2026

Custom Task Fields

Custom task fields allow you to adapt tasks to your company’s workflows and collect exactly the data you need. Default Task Fields When a company...

20 Jan 2026

Map

The Map section in the side menu allows you to: view tasks on the map; create tasks (if a client with an address exists); track...

16 Nov 2025

Marks

Marks are visual indicators used to filter tasks in the calendar and categorize them by work type or other identifiers. They help teams quickly distinguish...

19 Nov 2025

Service Areas

Service areas are geographic regions where your employees are authorized to perform tasks. They are a required part of company configuration. Without service areas, tasks...

29 Dec 2025

Skills

Skills allow you to identify employees who have specific abilities required to complete tasks.When creating a task, you can specify the required skills, and only...

24 Oct 2025

Task Statuses

Task Statuses: Standard Workflow & Advanced Customization Task statuses help you track every step of a job — from the moment it appears in the...

26 Dec 2025

To Do in the Tasks Module

The To Do feature is part of the Tasks module and does not require any additional activation or configuration.A To Do is a simple text-based...