1. If your field landing page in Field is the:
   1. main menu, tap Tasks or Schedule
   2. schedule or task list, you're already in the right place for step 2.
2. Tap the (green plus button) > Create Task.
3. To select a Client or Location, tap (magnifying glass), select the client name or location, using the search box if you need to, and tap Select.
   

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   Add new client or location

   To add a new Client or Location tap (plus icon), enter the details, then scroll down and tap Create Client (or Create a Location for an existing client).

   Users require additional permission to create new clients. For more information, see Feature Access Settings.

    

    

    
4. Optional: Select an asset to link to the task (e.g. a piece of equipment that is being worked on for this job). More on adding assets to tasks.
5. Select a Task Type using (magnifying glass). If you need to, use the search box to quickly locate a task type.
   

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6. Optional: Assign the task to a user(s) or business unit.
7. Enter the name of the task into the Task Name field.
   

   Character limit

   The maximum amount of characters is 50.

    
8. If applicable, enter a Due Date using the date picker.
   

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9. Optional: Enter a Priority using the dropdown.
10. If applicable, enter the customer order number, such as work order number or contract number.
11. Optional: Click the next to Salesperson to select a user. This could be used for KPI tracking.
12. Enter a description of the work or tap Description to search your description templates.
    

    Default task descriptions

    - The task description may be prefilled, if you've set a default description for this task type.

    - Selecting a different task type containing a default description will add the text to the description. Delete unneeded text as necessary.

     
13. Optional: Select a Project this task should be added to. If the Project Task is a variation, tick the checkbox.
14. Select a Reported By contact from the list.
15. Tap Create > Yes.

Tasks can also be created directly against client assets:

1. Tap the Main Menu  
2. Tap Manage > Clients.
3. Find the client you need by scrolling or using the search option
4. Tap the (three dots) beside the relevant client name to access the quick actions menu.
5. Tap Assets.
6. Tap the relevant asset name to reveal the sub-menu.

   If there are asset categories, click the category name and select an asset (or select a sub-category, then click the asset name).

    
7. Tap Create New Task.
8. Complete the necessary fields as described in Create from a task list
9. Tap Create Task.