1. Help Center
  2. Field Managers
  3. Taking action on Tasks, Alerts and Opportunities

Taking action on a Task or Alert

  • Click on a Task or alert.
  • The sidebar opens, where the information you need to know is already populated, such as relevant web links and the due date. 
  • For Tasks, Quorso estimates the time needed to complete this task and it learns as time goes on how long you typically schedule this type of task for.
  • From here you can schedule when you are going to complete the task, add notes and upload images. 
  • The log tab captures the notes and photos of all the past visits, for you to refer back to.
  • If you mark the task In Progress it means it is actively being worked on and it will be saved in your ‘In Progress’ column, like a To Do list you can come back to
  • If you mark it Complete, it will be saved in your completed column
  • Tasks and alerts look very similar. Alerts are where Quorso has identified a potential issue that you might need to investigate. This is data-driven, in other words, triggered by an event.