--- title: "Team task management with templates | attendo" description: "Tasks inside each ticket, work order or opportunity, or standalone from any screen. With an owner, a due date, templates per type and overdue work in view." url: "https://attendo.me/en/modules/tasks" lang: "en" --- # What needs doing, with a name and a date Tasks inside the ticket, the work order or the opportunity, and standalone tasks you jot down from any screen. Templates fill in the usual steps and everyone sees their own, with overdue items in red. - Templates per document type - Agenda with “Me” and “My groups” - Overdue in red on the home screen ## attendo Tasks: what it does ### Tasks inside the document Every ticket, work order or opportunity has its own task list. Tasks are checked off from desktop or mobile, and whoever opens the record sees what is left without asking anyone. ### Standalone tasks, from any screen Jot down the task wherever you are, with its date. If it later needs a document, you link it to the right one or create it from the task itself. If it is no longer needed, it is canceled without counting as done. ### Templates per type You build a template for each document type: a sales cycle, a return or a new hire, with its tasks grouped in blocks. It fills in the usual steps and the person completes what changes. ### Everyone sees their own Every task has an owner and a date. The task agenda separates yours, under “Me”, from your teams’, under “My groups”. No one combs through other people’s lists to find out what is theirs today. ### Overdue, in plain sight Anything past its date shows in red on each person’s home screen, and dated tasks also appear on the calendar. The delay is visible the same day, not at the Friday meeting. ### Tasks created by a flow With attendo Flows, repetitive tasks create themselves. If a quote has gone a week without a response, the sales rep gets a follow-up task. You set it up once and review it before switching it on. ## Step by step This is how it is used day to day, on the same document as the rest of the modules. ### Step 1 · Build the templates Per document type, with the visual designer: the phases of a sale, a return or a work order. ### Step 2 · Apply them on the record When working the ticket, the work order or the opportunity, you apply its template and the tasks appear with their owner. ### Step 3 · Everyone sees their agenda In the task agenda, with “Me” and “My groups”, and with overdue items in red on the home screen. ### Step 4 · Tasks get checked off From desktop or mobile. Whoever opens the record knows what is done and what is left. ## It fits every area Industry solutions [attendo Ticketing](https://attendo.me/en/ticketing) [attendo CMMS](https://attendo.me/en/cmms) [attendo CRM](https://attendo.me/en/crm) [attendo Field Service](https://attendo.me/en/field-service) [attendo After-Sales](https://attendo.me/en/after-sales-service) [attendo Projects](https://attendo.me/en/projects) [attendo Flows](https://attendo.me/en/flows) [attendo Compliance](https://attendo.me/en/compliance) ### Industries that use it - [Energy and renewables](https://attendo.me/en/industries/energy-renewables): From lead to install, in one system - [Compliance for consulting firms](https://attendo.me/en/industries/compliance): Controls with a date, an owner and evidence - [Consulting and professional services](https://attendo.me/en/industries/professional-services): Projects with dates you can keep - [And any other business](https://attendo.me/en/industries): attendo can be set up for any line of business. See all industries Use cases by department [Human resources](https://attendo.me/en/use-cases/human-resources) [Regulatory compliance](https://attendo.me/en/use-cases/regulatory-compliance) [Engineering and projects](https://attendo.me/en/use-cases/engineering-and-projects) [Internal IT and employee help desk](https://attendo.me/en/use-cases/internal-it) [Facilities and office services](https://attendo.me/en/use-cases/general-services) [Occupational health and safety](https://attendo.me/en/use-cases/health-and-safety) ## Where it fits (and where it does not) - It is not a project management tool: phases with dependencies and a baseline are planned in the [Gantt chart](https://attendo.me/en/modules/gantt-chart). - Templates do not come prebuilt. They are built per document type during onboarding. - The prioritized list of what is at risk of falling out of compliance, with overdue tasks included, is a different module: [Compliance · My team](https://attendo.me/en/modules/task-compliance). ## Modules that go hand in hand ### [attendo Checklist](https://attendo.me/en/modules/checklists) Inspections with photo, signature and location, closed on site ### [Scheduling and calendar](https://attendo.me/en/modules/calendar) The team’s schedule, based on each person’s real working hours ### [Kanban](https://attendo.me/en/modules/kanban) Boards by status for any document type ### [attendo Flows, Business Process Flow (BPF) and AI-Flows](https://attendo.me/en/modules/flows) Flows, phased processes with approvals, and AI inside the flow ## Glossary terms Maintenance ### Work order WO A work order (WO) is the document that describes a maintenance job: what needs to be done, on which equipment, by whom and when. Maintenance ### Maintenance backlog The maintenance backlog is the pending work that could not be done on time: open work orders, postponed preventive jobs and detected anomalies that are still unresolved. [See all 53 glossary terms](https://attendo.me/en/glossary) ## Frequently asked questions ### Can I create a task without opening a document first? Yes. A task can be created from any screen, with its date. If it later needs a document, you link it or create one from it. ### Do task templates come prebuilt? No. You or your partner build them during onboarding, one per document type. Then they are applied from the record. ### What happens to tasks if I merge two duplicate documents? They move to the document you keep. The merge also carries over attachments, checklists and notes. ### Do tasks reach my ERP? With Odoo, yes: tasks go back and forth as activities, with their status. The Odoo connector is native: you turn it on with your credentials and it is tested first in your ERP’s test environment. ## Try it with your processes We will show it to you with your own document types and the way you work. If it is not a fit, we will tell you. - With your operation, not a generic demo - A real person from our team replies - No cold calls afterwards Would you rather talk first? - Phone [+34 910 053 530](tel:+34910053530) - Email [sales@attendo.me](mailto:sales@attendo.me) - Monday to Thursday 9:30 AM to 6:30 PM and Friday 9:30 AM to 2:30 PM (Spain time)