Tasks
Every assignment tracked. Nothing forgotten.
Sticky notes and group texts are not a system. Aimsio gives field teams structured task lists with clear owners, deadlines, and real-time status from dispatch to completion.
Before & After
What changes when you switch to Aimsio
Without Structured Task Management
- Verbal assignments get forgotten or misunderstood - "I thought you said Tuesday" is a daily conversation when nothing is written down or tracked.
- No visibility on task status without constant check-ins - Supervisors spend hours on the phone just to find out if work is done or still in progress.
- Priority is unclear so crews work in the wrong order - Without explicit priority levels, field workers default to the easiest task, not the most urgent one.
- Mobilization requests and equipment releases handled over text or radio - No record of what was requested, who actioned it, or when it was completed.
With Aimsio Task Management
- Every assignment written, timestamped, and delivered - Crews get SMS notifications with clear scope, not verbal instructions that get forgotten.
- Progress visible from one central dashboard - Managers see what's done, what's in progress, and what's stuck without checking in.
- Clear priorities so the most important work happens first - Deadlines and priority levels on every task keep crews focused.
- Mobilization requests and equipment work handled through a formal system - A full record of every task from creation to completion, every time.
Core Capabilities
Everything you need to manage field tasks
From creation to completion - assign tasks, notify crews, track progress, and close the loop without a single phone call.
7 Task Types
From mobilization (MOB) requests to equipment maintenance to general field work, Aimsio comes pre-loaded with task types built for how field operations actually run. Every task type maps to real work.
SMS Notifications
The moment a task is assigned, the crew member gets an SMS on their phone. No app required to receive it. Tasks reach your crew on whatever device they already carry.
Priority Levels
Assign low, medium, or high priority to every task so crews always know what to tackle first. Critical work never waits behind routine jobs.
Color-Coded Status Tracking
Red means not yet accepted. Yellow means in progress. Green means done. Supervisors read the board at a glance without opening a single record.
Assign to Users or Roles
Assign a task to a specific person or to an entire role. If assigned to a role, any user in that role can accept it. Once accepted, the task is locked to that person and no one else can complete it.
Task Watchers
Add watchers to any task. Watchers receive an SMS when the task is marked complete, keeping supervisors and foremen in the loop automatically.
How It Works
From assignment to completion in three steps
Create and assign the task
Open the task manager, create a new task, and assign it to a crew member or team. Set the priority level, add a due date, and include any notes the assignee needs before showing up on site.
- Linked directly to the relevant job
- Priority and due date set at creation
- Notes and context attached before assignment
Task TypesClick to Zoom Crew receives SMS and gets to work
The assigned crew member receives an SMS notification the moment the task is saved. The message includes the task name, job context, and priority - everything they need to act immediately without opening an app.
- Instant SMS to any mobile number
- No app required to receive notifications
- Task details included in the message
Task List ViewClick to Zoom Track progress and close the loop
As crew members update task status, the dashboard reflects changes in real time. Supervisors can see what is in progress, what is blocked, and what is complete - without a single status call.
- Live status updates across all tasks
- Overdue tasks visible at a glance
- Full task history stored per job
Progress TrackingClick to Zoom Easy to use! Good way to keep organized with people in the field. It is very user friendly. We have not had a problem with communicating and getting what we need back in the office from the field.
Integrations
Works with the tools you already use
Aimsio connects to your accounting, payroll, and ERP systems - so data flows without double-entry.
QuickBooks Online
Sage Intacct
ADP
Explorer Eclipse
Sage 300
NetSuite
MS Nav
MS Business Central
Viewpoint Vista
AcumaticaFrequently asked questions
Task management in Aimsio allows dispatchers and supervisors to create structured assignments for field crew members. Each task can be assigned to a specific person, given a priority level and due date, and linked to a job. Crew members are notified via SMS when a task is assigned to them, and progress can be tracked in real time from the dashboard.
Aimsio includes 7 task types built for field operations: Mobilization (MOB) Request, Resource Request, Crew Release, Crew Status Review, Equipment Release, Equipment Maintenance, and General Task. General Tasks also support sub-tasks if you need to break work down into multiple steps.
When a task is created and assigned to a crew member in Aimsio, the system automatically sends an SMS to that person's mobile number. The message includes the task name, associated job, and any notes the dispatcher added. Crew members do not need to log in to the platform or install an app to receive the notification - it arrives directly on their phone.
Tasks in Aimsio can be linked to a job, but they do not have to be. You can create a task for any purpose, with or without a job number attached. When a task is linked to a job, it is visible from the job record alongside all other activity.
Tasks move through three statuses: not accepted (red), in progress (yellow), and complete (green). The color coding makes it easy for supervisors to read the board at a glance and identify what still needs attention.
Job assignments place a crew member on a job for a shift or work period. Tasks are more flexible; they can be tied to a specific job or created independently for any purpose, like a maintenance request or a general operational action. A task has an owner, a priority, and a status. The two features complement each other but serve different purposes.
Yes. A single crew member can have multiple tasks assigned across one or many jobs. The task dashboard allows managers to view all tasks by assignee, making it easy to identify when someone is overloaded or when capacity is available. Priority levels and due dates help crew members self-organize when they have a queue of assignments.
Tasks are included in Aimsio Essentials, Performance, and Ultimate. If you are on Lite, Tasks are available as an add-on. Contact your client success manager or compare product plans to learn more.
Ready to stop losing tasks
to verbal handoffs?
See how Aimsio can transform your field operations in a 30-minute demo.