Why Can't I See My Routine Tasks on the Mobile App?

Routines do not appear as their own section on the mobile app. The tasks a routine generates go straight into each assigned person's normal task list, alongside their other inspections and jobs. If your team cannot see a routine's work, the tasks almost certainly have no assignee.

How routine tasks reach the phone

A routine is a supervisor's tool in the web app. On the phone, your team works straight down a single list instead of opening a routine and tapping into each item. They can:

• complete each item as they go (swipe right to pass it, or open it to fill in a checklist);
• see everything due in one place using the app's Today / Week / Overdue filters;
• sort by nearest to work through a site in a sensible order.

A task only appears in a person's list if that person is assigned to it. Every row in a routine's Related Tasks grid needs its own assignee. A related task with nobody on it appears on nobody's phone.

How to get your team's routine tasks showing

1. Open Routines from the left-hand menu in the web app.
2. Open the routine you want to fix.
3. Make sure you are on the next upcoming occurrence (the earliest one still to come). See the note below.
4. Scroll to the Related Tasks list. There is one row per asset, each with an Assignees column.
5. Set the Assignee on each related task to the person who should do it. You can add more than one person if a small crew shares the work; any of them can complete it.
6. Click Update to save the routine.
7. When asked whether to apply the change to this occurrence only or to all future occurrences, choose all future occurrences.

Every future occurrence now generates its tasks already assigned, so they show up in each person's task list on the mobile app.

Edit the next occurrence, not a later one

"Apply to the [frequency] series from [date]" takes effect from the due date of the occurrence you are editing, not from today. If you edit one due weeks ahead, only the occurrences from that date onward pick up the assignees, and the ones in between stay unassigned.

Checking it worked

• The related tasks show your team members' names in the Assignees column.
• Each assigned person can see their tasks on the mobile app once logged in. If something still looks missing, check the app's filters: the Today / Week / Overdue view may simply be hiding tasks due later.