Job Timeline, Tasks And Mission Control

Each job keeps a history of what has happened and what still needs to happen next. This is one of the most useful parts of the Jobs module because it turns a job from a simple record into a working plan.

Understanding the Job Timeline

The job timeline brings together the activity recorded against the job and the tasks that have been scheduled for future action. When you open a job, the timeline helps you see both past work and upcoming work in one place.

This means you can use a single screen to understand:

• what has already been done
• who recorded that activity
• what follow-up is due
• whether any tasks are overdue

Adding Activity to a Job

Use activity entries to record work that has already happened, such as a note, update or completed action. This creates a clear history so other users can understand the job without relying on separate emails or messages.

Keep activity entries short but specific. A clear note is far more useful than a vague comment when someone else opens the job later.

Scheduling Tasks on a Job

Use tasks when something still needs to happen in the future. A task can be assigned to a user and given a time window so it appears as planned work rather than just a note.

This is useful for:

• follow-up calls
• planned reviews
• site visits
• reminders to check progress

Using the Task Chain

Often the best way to manage work is to complete one action, then immediately schedule the next one. This creates a task chain that keeps the job moving without relying on memory.

For example, after recording a phone call on a job, you may decide to schedule a follow-up task for next week. This keeps the next step visible to the team and reduces the risk of work being forgotten.

If your team uses Mission Control, job tasks and activity may also appear there alongside work from other modules. Read the Mission Control guide for a fuller explanation of that screen.