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Task Management for Elevator Installation and Service Teams
Assign from the web or the app. Your team is told on their phones. Every task is closed from site with a record of the work.
The short answer
Task Management in ElevatorPlus lets a manager assign tasks to one or more people from project planning on the web. Each person gets a notification on their phone, finds the task in My Tasks, posts updates with photos or documents, and marks it complete from site. Tasks that depend on another task stay locked until that one is done, and quality tasks are closed by filling a checklist. It was built from requests by our existing customers, mainly for installations, and works for any role.
Assign from the web
To one or more people, from project planning
The team is notified
A notification on their phone, with the task waiting in My Tasks
Dependencies held
A task that depends on another stays locked until that one is done
Closed from site
With photos, remarks or a checklist
Why installations need it
An installation is dozens of tasks across several people. Some are your team's, some are in the customer's scope.
When those are tracked on calls and WhatsApp groups, nobody can say which task is late, who has it, or whether the one before it is finished.
Dozens
of tasks in one installation, across several people
For example
Site survey and marking
Pit excavation
Pit concrete
Shaft wall
Machine room
Flooring
How it works
1
Assign from the web, the mobile app or the desktop view of the app
In project planning, click Add Team next to a task, tick the people and save. Their names show in the Assign To column.
2
The team is notified
Everyone on the task gets a notification on their phone, with the normal notification sound.
3
My Tasks on the phone
In Jobs, then My Tasks, each person searches their tasks or filters them: Ready to Start, All, Pending, Completed, Delayed and On Hold. Each card shows the stage, job number, site, dates and how many days are left.
4
Task details
Schedule, site, contact, and how many days a task is delayed. Notify Customer sends the customer an update on WhatsApp or by email.
5
Dependencies
Starts After shows the task that must finish first. Until it does, Mark Complete stays locked.
6
Updates with proof
Add Remark takes up to five photos, videos, PDFs or documents with each update.
7
Close from site
Mark Complete asks for confirmation, then for photos of the finished work and a remark.
8
Quality checklist tasks
Some tasks are closed by filling a checklist. The inspection checklist groups checkpoints by area and shows progress for each; pick a status for every checkpoint, add a note or a photo, and save to complete the task.
Not only for installations
Tasks can also be created by role and by requirement, for any team.
For any team
Service
Stores
Accounts
The office
All configurable
- Stages
- Task lists
- Who gets assigned
- Which tasks need a checklist
Frequently Asked Questions
A manager assigns them from project planning, on the web, in the mobile app or in the desktop view of the app, to one or more people at once.
Each person on the task gets a notification on their phone straight away, and the task waits in their My Tasks list.
Yes. Starts After links the task to the one that has to finish first, and Mark Complete stays locked until it does.
Each update can carry up to five photos, videos, PDFs or documents with a remark, and completing a task asks for photos of the finished work.
Yes. Quality tasks are closed by filling the inspection checklist, checkpoint by checkpoint, with a status, note or photo for each.
Yes. Notify Customer sends an update on WhatsApp or by email from the task itself.
No. Installation is where most customers use it, but tasks can be created for any role or requirement, and everything is configurable.
Delayed tasks are flagged with the number of days they are behind, and the Delayed filter lists them all.
Yes. Each stage is made up of tasks. A stage counts as complete only when every task in it is complete. Whether photos are compulsory is your choice, set per company.
FAQ Last Updated12 November 2026
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