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Setting Task Type Defaults (a Weekly Open Office Hours Session)

Setting Task Type Defaults (a Weekly Open Office Hours Session)

This session introduces task type defaults and mobile task deferment with reason tracking for streamlined operations and reporting.

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Written by Kristal Ruiz
Updated this week

This session of the Redlist Weekly Office Hours highlights new enhancements for managing custom fields and task types. Users can now centrally manage all custom fields from one location, define their field type, and enable barcode, QR code, or NFC scanning for improved data accuracy. The update also introduces task type defaults, allowing companies to pre-fill commonly used equipment, products, and form templates to promote consistency and reduce manual entry. Additionally, users can now defer tasks in the mobile app and assign reasons for skipped work, which supports better reporting and operational visibility.

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