SimplySub’s task management system gives subcontractors a simple way to create, assign, schedule, and track work across the business. Tasks can be used for follow-ups, internal reminders, customer requests, jobsite issues, and other items that need to stay visible.
What this Feature Spotlight covers
This video gives a high-level look at how tasks work inside SimplySub.
- Create tasks for yourself or other team members
- Add due dates, notes, files, and photos to tasks
- View tasks from the bell icon on any page
- Track overdue tasks and tasks due today
- Use list view or calendar view to manage upcoming work
- Filter tasks by your tasks, team tasks, overdue tasks, completed tasks, and more
- Drag unscheduled tasks onto the calendar to assign a due date
- Link tasks to records like jobs, customers, invoices, estimates, purchase orders, vehicles, equipment, and employees
- Search tasks by keyword
Why it matters
Subcontractors have a lot of moving pieces to manage. Jobsite follow-ups, customer requests, office reminders, and team assignments can easily get buried in texts, emails, or scattered notes.
With SimplySub, tasks can stay connected to the work they belong to. A task can be tied directly to a job, customer, invoice, purchase order, employee, vehicle, or other record, so your team has better context when it is time to take action.
Built to stay simple
SimplySub keeps task management practical. You can create a task from anywhere in the system, quickly mark items complete, filter down to the work that matters, and use the calendar to see what is due and when.
The goal is not to add another complicated project management tool. It is to give subcontractors a straightforward way to stay organized and make sure important follow-ups do not slip through the cracks.