How to use this documentation
Use this page as an end-user workflow guide. It explains who should use the page, what setup is needed, what steps to follow, what fields matter, and what to check when something looks wrong.
Who should use it
Before you start
- Users and assignees are active.
- Task manager permissions are assigned.
- Managers know which work is one-time and which work should repeat.
- Dates, due dates, and recurrence rules are confirmed.
Step-by-step workflow
- 1
Create tasks from real operational work
Use tasks for shift exceptions, missing readings, customer follow-up, unpaid invoices, stock mismatch, density issues, staff actions, and owner review items.
- 2
Plan from web
Use web for reviewing task lists, overdue work, assignee load, scheduled templates, and recurring responsibilities.
- 3
Execute from mobile
Use mobile for assigned work, status updates, quick edits when allowed, and scheduled task visibility during daily operations.
- 4
Schedule recurring work
Use scheduled tasks for daily checks, weekly reviews, monthly reminders, yearly compliance reminders, and repeated manager follow-up.
- 5
Review completion
Owners and managers should review pending, in-progress, completed, cancelled, overdue, and scheduled tasks during daily or weekly review.
Important fields
Best on web
Planning, task review, schedule review, assignee load, and overdue work.
Best on mobile
Task execution, quick status updates, field edits, and recurrence visibility.
Downstream records
Task records, scheduled task templates, status history, assignee work, and owner follow-up.
Owner review
Overdue tasks, unresolved tasks, cancelled work, recurring tasks, and operational exceptions.
Common mistakes
- Using informal reminders instead of tasks for important follow-up.
- Creating one-time tasks for work that should repeat.
- Saving scheduled tasks without reviewing recurrence details.
- Deleting tasks when a status update or cancellation is more accurate.
Troubleshooting
A task cannot be assigned.
Confirm the assignee is active and the user has task manager permission.
A scheduled task recurrence is wrong.
Review frequency, repeat interval, selected weekdays or dates, due date, end rule, and recurrence summary.
A task is not visible to staff.
Check assignees, filters, date range, active status, role permissions, and whether the user is viewing the correct tab.
Related documentation
Web dashboard docs
Mobile app equivalents
- Mobile Task Manager
- Mobile Users and Roles
- Mobile Troubleshooting
Screenshot note
- Uses taskManagement from the existing static image set.
Create tasks from operational needs
Create tasks for shift exceptions, missing readings, customer follow-up, unpaid invoices, stock mismatch, density issues, staff actions, or owner review points.
Use web for planning
The web dashboard is better for reviewing task lists, planning recurring work, checking assignee load, and auditing overdue or unresolved tasks.
Use mobile for execution
Employees and managers can use the mobile task manager to see assigned work, update status, edit details when allowed, and handle scheduled tasks while away from the desk.
Create scheduled recurring tasks
Use scheduled tasks for repeated responsibilities such as daily checks, weekly reviews, monthly reminders, yearly compliance reminders, or recurring manager follow-up.
Review completion and exceptions
Owners and managers should review completed, pending, in-progress, cancelled, overdue, and scheduled tasks during daily or weekly review.
Task workflow checklist
How Petrodweep connects task assignment
- Petrodweep connects task planning, mobile execution, recurring schedules, and owner review so follow-up work does not stay informal.
- Managers can plan and audit from web while staff can update status from mobile.
- Scheduled tasks are included in the same workflow because repeated responsibilities are managed alongside one-time tasks.
Frequently asked questions
Should tasks be created on web or mobile?
Use web for planning and review. Use mobile when the task is created or updated during field work or daily operations.
When should scheduled tasks be used?
Use scheduled tasks for repeated work such as routine checks, weekly reviews, monthly reminders, or yearly follow-ups.
What should managers review?
Review overdue tasks, pending tasks, cancelled tasks, scheduled tasks, assignee workload, and unresolved operational exceptions.