How to show all outstanding tasks, including those on completed jobs

Does this sound familiar? You had hundreds of incomplete Tasks on your ServiceM8 account and then you updated to ServiceM8 13 and a lot of them disappeared?

Not to worry! this will likely be because incomplete Tasks on Completed and Unsuccessful jobs are now hidden by default.. rest assured that they’re all still there.

Plus, to add to your potential confusion, Tasks are now Checklist Items that are assigned to a staff member, rather than being something in their own right.

In the newest version of ServiceM8, launched 20th September 2024, the Tasks tab on the dispatch board will ONLY show incomplete Checklist tasks which are both:

1. Assigned to a staff member;

AND

2. Attached to an active job i.e. the job’s Status is Quote or Work Order.

If you wish the list to include incomplete tasks attached to jobs of all Statuses (i.e. Quote, Work Order, Completed & Unsuccessful), go to Account > Settings > Preferences > Tasks

• Enable ‘Show Tasks for Completed Jobs’.

This preference only applies to the tasks listed online in Dispatch Board > Tasks

(i.e. not in the ‘My Tasks’ views in the Home tab or the iOS app).

Here’s the home screen – with only one task showing because this is the only task on a job with Quote / Work Order status:

Are you using Checklists and Tasks much yet?

Have you tried out any of the new Task reminder options?