Can tasks be created automatically?

Yes. Workflows can trigger task creation based on events like a missed call, a new lead, or a pipeline stage change.

Do tasks sync with the dispatch calendar?

Tasks and appointments share the same calendar view so your team sees everything in one place.

Can I assign tasks to multiple people?

Each task has a single assignee, but you can create bulk tasks for a group and assign them individually in one action.

How are overdue tasks handled?

Overdue tasks trigger push notifications to the assignee and show red badges in the sidebar and task list.

Products

Tasks & Calendar.

Keep your team organized with tasks tied to leads, jobs, and appointments. Never miss a follow-up or deadline again.

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Joby — Tasks

My Tasks

5 open · 2 due today

2 Overdue

Follow up with Johnson estimateDue Today

High

Order parts for 742 Elm St jobDue Today

Medium

Schedule warranty inspectionDue Tomorrow

Low

✓

Send invoice #1082Due Mar 10

Medium

Key features

Create tasks linked to leads, jobs, or standalone projects

Assign tasks to specific team members with due dates and priorities

Daily, weekly, and monthly calendar views for task planning

Automated task creation from workflow triggers and call outcomes

Priority levels: low, medium, high, and urgent

Overdue task alerts via push notification and in-app badges

Bulk task actions for assigning, rescheduling, or closing multiple items

Task completion history and audit trail for accountability

Capabilities

Linked Tasks

Attach tasks to leads, jobs, or contacts so context is always one click away.

Priority System

Four priority levels with color-coded badges keep urgent items visible.

Calendar Views

Daily, weekly, and monthly views show task deadlines alongside appointments.

Auto-Tasks

Workflows can create tasks automatically based on call outcomes or pipeline changes.

Overdue Alerts

Push notifications and in-app badges surface overdue items before they slip.

Audit Trail

Full history of who created, assigned, and completed each task.

How teams use it

Owner

Monitor team workload, see overdue task counts, and identify bottlenecks in your operations.

Dispatcher

Create follow-up tasks after dispatching jobs, assign them to office agents, and track completion.

Office Agent

View your personal task list, check off completed items, and get reminders for upcoming deadlines.

Frequently asked questions

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