How to complete and create tasks in the Guard Mobile App?

The Tasks feature in GuardsPro allows guards to view and complete tasks assigned to them at a specific client post site. Guards receive notifications about newly assigned tasks through the GuardsPro Guard Mobile App, helping them stay informed and complete their duties on time.

📌 Prerequisites

Before accessing tasks, make sure you:

• You are registered in the GuardsPro Mobile App and have joined your employer’s company.

• You are assigned to the relevant post site for your shift.

• You are clocked in and have checked in at your assigned post site.

• Location Services (GPS) is enabled on your device.

• You are within the assigned post site's geofence boundary, if geofence verification is required for clock-in and check-in.

✅ This guide will walk you through the steps to view task details and submit a note to complete a task  and manage tasks using the Guard Mobile App.

Step 1: Open the Tasks Section

1. Log in to the GuardsPro Guard Mobile App.

2. Tap the Post Sites tab in the bottom navigation bar.

3. Select your assigned post site.

4. Tap Check In, then select the Tasks icon from the post site's submenu.

Important Note: Make sure you are clocked in at your assigned post site before proceeding with the check-in process.
 

Step 2: View Assigned Tasks

On the Task List screen, you can:

1. View the list of tasks assigned to the selected post site for the current day.

2. Review the list and identify the task you need to complete. Tap the task you want to complete to view its details.

Important: You can start a task only 5 minutes before its scheduled start time.

Step 3: Complete an Assigned Task

On the Task Details screen, review the task instructions carefully and follow these steps:

1. Review Task Details: Check the task description, scheduled days, maximum duration, and current status.

2. Complete Subtasks: Perform each assigned subtask and tap the green checkmark next to it once completed.

3. Add a Note: Enter relevant updates or details in the Add Note field.

4. Add Attachments (Optional): Tap the + button to attach supporting files, such as images, videos, or audio recordings, if needed.

5. Mark as Completed: Once all subtasks are complete and the required details are added, tap Mark Completed to finish the task.

Important: Ensure all subtasks are completed and the necessary notes or attachments are added before marking the task as completed.

Step 5: Create Task for yourself

You can also create a new task for yourself directly from the GuardsPro Guard Mobile App.

1. On the Task List screen, tap Create Task at the bottom.

2. The New Task screen will open, allowing you to enter the task details.

Important: Your admin or manager must enable the Create Task from Mobile App setting in the Back Office Dashboard before this option becomes available.

Step 6: Add Details for the Task 

On the New Task screen, follow these steps:

1. Enter Task Details

   • Task Name: Enter a name for the task.

   • Description: Add instructions or relevant details.

   • Max Duration: Select the maximum time allowed to complete the task.

2. Select the Task Type and Schedule

   • Choose One-Off Task for a single task or Recurring Task for a task that repeats.

   • Set the Start Date and Due Date.

3. Add Subtasks (Optional)

   Tap + Add next to Sub Tasks to add the steps required to complete the task.

4. Create the Task

   Review the details and tap Create Task at the bottom of the screen.

Once created, the task will appear in your Task List for the relevant post site. You can start and complete it according to its scheduled dates and times.

🎉 That's It!

The Tasks feature helps guards manage their responsibilities, complete assigned duties, and keep task statuses up to date. 

If you have any questions or need further assistance, please feel free to contact our support team.