Task Management

FastQuery’s task management system keeps your team organized and on track. Whether it’s restocking shelves, counting inventory, or completing daily checklists, tasks help everyone know what needs to be done and when.

What You Can Do with Tasks

• Create tasks for any kind of work and assign them to team members — from the app, web, or by asking the AI assistant in chat
• Track progress with checklists, status updates, and activity logs
• Set priorities so the most important work gets done first
• Add due dates and receive automatic reminders before deadlines
• Attach photos and files to give your team the context they need
• Comment and collaborate directly on each task

Task Lifecycle

Task Types

FastQuery supports two task types:

Ad-Hoc Tasks

General-purpose tasks for everyday work. Use these for things like restocking a display, fixing a price tag, following up with a vendor, or completing a store walkthrough.

Ad-hoc tasks can also include a product list to verify or check off — each item is a specific SKU your team confirms as handled. Combine this with free-text checklist steps when a task has both procedural and product-by-product work.

Counting Tasks

Specialized tasks for inventory cycle counts. These include a list of products with expected quantities and a built-in barcode scanner for fast, accurate counting. See Counting Tasks for details.

Either type can also include free-text checklists for procedural steps that aren’t tied to specific products. See Checklists.

Tracking Progress

The task list shows an X/Y progress indicator on every task. Y is the total number of trackable items — free-text checklist steps plus either products to verify or items to count — so a task that mixes 3 checklist steps with a 12-SKU product list shows 0/15 until work begins.

The task card also shows a task-type chip — “Task” for ad-hoc work or “Count” for a cycle count — and an assignee label, showing “Not assigned” when no one has picked the task up yet.

Priority Levels

Every task has a priority level to help your team focus on what matters most:

• High — Urgent work that needs immediate attention
• Medium — Important but not time-sensitive
• Low — Can be done when time allows

Viewing Your Tasks

Tasks are organized into tabs so you can quickly find what you need:

• My Tasks — Tasks assigned to you
• New Tasks — Unassigned tasks waiting to be picked up
• Taken — Tasks assigned to other team members
• Completed — Finished tasks

Activity Log

Every change to a task is recorded in the activity log. You can see exactly who did what and when, so nothing gets lost or forgotten.

Where to Access Tasks

Tasks are available on both the mobile app and the web app, so your team can stay on top of their work whether they’re on the floor or at a desk.

Next Steps

• Creating Tasks — Learn how to create new tasks
• Managing Tasks — Work with tasks day-to-day
• Counting Tasks — Run inventory cycle counts
• Out-Counts — Record out-of-stock items for reorder
• Recurring Tasks — Set up repeating schedules
• Checklists — Break tasks into smaller steps