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.
- Blocked tasks sit unresolved because no one knows - when a crew member is stuck, there is no way to flag it quickly, so jobs stall silently.
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.
- Blocked work flagged before it stalls the project - Issues surface instantly so managers can intervene, not discover problems days later.
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.
Task Creation & Assignment
Create tasks in seconds and assign them to any crew member directly from the platform. Tasks are attached to jobs, so context is always clear and nothing falls through the cracks.
SMS Notifications
Crew members receive an SMS the moment a task is assigned to them. No app to open, no email to check. your team gets notified instantly on whatever phone they already carry.
Priority Levels
Set task priority. low, medium, high, or urgent - so crews know exactly what to tackle first. Priority is visible on every task view, ensuring critical work never waits behind routine jobs.
Due Dates & Deadlines
Attach a due date to every task so your team knows the schedule without being asked. Overdue tasks are flagged automatically, giving supervisors a clear view of what needs immediate attention.
Progress Tracking
Track each task through its lifecycle. not started, in progress, blocked, or complete. Managers see a live dashboard of all outstanding tasks across every job without making a single phone call.
Task Notes & Comments
Add notes and context to any task so the assigned crew member has everything they need before showing up. Comments are logged with timestamps, creating a clear record of decisions and updates.
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
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
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 flagged automatically
- Full task history stored per job
See It In Action
Task Management in the platform
Watch how Aimsio task management works in a real field operations environment.
Aimsio is a great software and an even better team. They work hard to make the transition to Aimsio as smooth as possible. Their customer service is incredible. We're very happy we made the switch to Aimsio.
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.
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.
Yes. Tasks in Aimsio are always linked to a job, giving crew members the context they need when they receive an assignment. All tasks associated with a job are visible from the job record, so project managers can see the full scope of outstanding work without switching views or making calls.
Aimsio tasks move through a lifecycle of statuses: Not Started, In Progress, Blocked, and Complete. Each status transition is timestamped, creating a full audit trail for every task. Supervisors can filter the task dashboard by status to quickly identify what is overdue, what is blocked, and what needs immediate attention.
Job assignments in Aimsio place a crew member on a job for a shift or work period. Tasks are more granular - they represent specific actions or deliverables that need to happen within that job. A single job might have multiple tasks assigned to different crew members, each with its own priority and deadline. The two features work together to give dispatchers full control over both scheduling and task-level accountability.
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.
Ready to stop losing tasks
between verbal handoffs?
See how Aimsio can transform your field operations in a 30-minute demo.