Video library
Field activity3:41

Assign tasks to shifts

Attach service or care tasks to shifts so completed work becomes visible for admins, billing, and compliance.

Operational question

How can field work completed during a shift become visible to admins?

Before Teambridge

Service tasks or care activities happen in the field but are not connected to the shift record.

After setup

Tasks are attached to shifts, completed in mobile, and saved as activity that can support quality, compliance, or billing.

Setup you should understand

  • Task definitions
  • A relationship between tasks and shifts
  • Mobile task visibility
  • Admin review views for completed activity

What to watch for

  • Tasks should be attached where the work happens
  • Mobile completion creates a record
  • Later workers can see relevant context
  • Completed activity can support billing or compliance

Video takeaways

The main ideas to retain after watching

  • Attach tasks to a shift
  • Complete tasks in mobile
  • Store activity logs
  • Review field work

Related concepts

Mobile appRecordsWorkspacesTasks