See tasks
ServiceVisit keeps a list of tasks for your business: small pieces of follow-up work that are not Jobs. You would open Tasks to see what is open, what is done and what is overdue. The list can be narrowed by status, assignee and due date, or to just your own tasks, and each row shows the title, who it is assigned to, when it is due and its priority.
Opening a task shows its notes, status and any related records it was linked to. Seeing tasks is the starting point for the other task steps: creating a task, changing or completing it, and assigning it to someone. Someone you assign a task to must be an active user on your team who can see tasks.