> ## Documentation Index
> Fetch the complete documentation index at: https://docsy3.mile.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Task

> The task list: where you create, assign, follow and review every task in the selected hub.

A **task** is one piece of work for a field worker, such as a delivery, a pickup or a site visit. The task is the center of the product: most other features start from a task or work on tasks.

* You assign a task to a field worker. Once assigned, it appears in their field app and they work on it there.
* A task that has an address and a time window can be planned with [Routing](https://docsy3.mile.app/pages/planning/routing/introduction.md), and the field worker then visits the stops in the planned order.
* Tasks can create other tasks through [Automation](https://docsy3.mile.app/pages/workflow/automation/introduction.md), or be created on a repeating plan with a [Task Schedule](https://docsy3.mile.app/pages/planning/schedule/task-schedule.md).
* Each task belongs to a [flow](https://docsy3.mile.app/pages/workflow/flow/introduction.md). The flow decides what is filled in when the task is created and what the field worker fills in on the field app.

Open **Activities › Task**. This is also the first page you see after you sign in. From here you add a task, import many tasks, assign them, check the status of each task, open its details and export a report.

> [!NOTE]
>
> Required permission:
>
> * View task

![Task list](https://mintcdn.com/mile-app/UXNIt6vKEPCdUxjB/images/v4/activities/task-list.png?fit=max\&auto=format\&n=UXNIt6vKEPCdUxjB\&q=85\&s=c55eb8f2196f97645a02794c0b8c4709)

1. **Filter**: narrow the list by status, assignee, flow and date range. See [Filtering and Searching Tasks](https://docsy3.mile.app/pages/activities/task/filter-and-search.md).
2. **Search tasks**: find a task by any text it contains.
3. **Tasks / Gallery**: switch between the task list and the [Gallery](https://docsy3.mile.app/pages/activities/task/gallery.md) of photos taken on done tasks.
4. **Columns**: choose which columns the list shows. See [Task Columns](https://docsy3.mile.app/pages/activities/task/task-columns.md).
5. **Export**: download the tasks in the list as a spreadsheet. See [Export](https://docsy3.mile.app/pages/export-import/export.md).
6. **New**: create a task. The arrow beside it (**More create options**) opens **Bulk**, to create many tasks at once. See [Creating a Task](https://docsy3.mile.app/pages/activities/task/create-task.md) and [Creating Tasks in Bulk](https://docsy3.mile.app/pages/activities/task/bulk-create.md).
7. **Select this task**: tick one or more rows to act on them together (assign, unassign, move, edit time, delete).
8. **Status**: Unassigned, Ongoing or Done for each task.
9. **Assignee**: who does the task. Pick people right in the row. See [Assigning Tasks](https://docsy3.mile.app/pages/activities/task/assign-task.md).
10. **Task actions**: **View**, **Edit**, **Delete**, and **Do task** when the task is yours to do on the web.

## Ways to create a task

| Way | Where |
| - | - |
| Web form, one task at a time | **New** on this page. See [Creating a Task](https://docsy3.mile.app/pages/activities/task/create-task.md). |
| Spreadsheet upload or a manual table | **New › Bulk**. See [Creating Tasks in Bulk](https://docsy3.mile.app/pages/activities/task/bulk-create.md). |
| Field app | The field worker taps **+** in the field app, picks a flow, fills in the first page and creates the task on the go. Useful when the work is not planned in advance. |
| Automation | Another task's event creates the task. See [Automation](https://docsy3.mile.app/pages/workflow/automation/introduction.md). |
| Schedule | Tasks are created on a repeating plan. See [Task Schedule](https://docsy3.mile.app/pages/planning/schedule/task-schedule.md). |
| API | Your own system creates tasks through the API. |

## Task status

| Status | Meaning |
| - | - |
| **Unassigned** | Nobody has the task yet. |
| **Ongoing** | Someone has the task and has not finished it. |
| **Done** | The task is finished. A done task cannot be edited, reassigned, moved or deleted. |

## What you can do from the list

| Action | Where | Page |
| - | - | - |
| View a task's details | **Task actions › View**, or click the row | [Viewing and Editing a Task](https://docsy3.mile.app/pages/activities/task/view-and-edit-task.md) |
| Edit a task | **Task actions › Edit** | [Viewing and Editing a Task](https://docsy3.mile.app/pages/activities/task/view-and-edit-task.md) |
| Do a task on the web | **Task actions › Do task** | [Doing a Task on the Web](https://docsy3.mile.app/pages/activities/task/do-task.md) |
| Assign and unassign | **Assignee** cell, or the bar that appears when rows are ticked | [Assigning Tasks](https://docsy3.mile.app/pages/activities/task/assign-task.md) |
| Change the time window | Tick rows, then **Edit time** | [Assigning Tasks](https://docsy3.mile.app/pages/activities/task/assign-task.md#edit-the-time-of-many-tasks) |
| Move to another hub | Tick rows, then **Move** | [Assigning Tasks](https://docsy3.mile.app/pages/activities/task/assign-task.md#move-tasks-to-another-hub) |
| Delete | **Task actions › Delete**, or tick rows, then **Delete** | [Deleting a Task](https://docsy3.mile.app/pages/activities/task/delete-task.md) |

> [!TIP]
>
> Your filters, search and page number are kept in the page address. Bookmark the page or share the link to open the same list again.

## Data retention

Task data and task history are kept for 1 year from the day the task was created. After that, they are deleted automatically. Export the tasks you need to keep for longer on a regular basis.


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