---
title: "Task & Dispatch Overview"
url: "https://help.formsfly.com/en/article/task-dispatch-overview"
language: "en"
last_updated: "2025-06-26T16:05:24.513Z"
---

# Task & Dispatch Overview

The Tasks & Dispatch functionality allows tasks to be sent to users' devices in the field

* * *

**Tasks** can be to **Fill Out a Form**, a set of **Instructions**, **Read a Document**, or a combination of the three.

**Dispatching** isn't limited to a single user but can also be sent out to **all users** or a **group** of users with options for **All to Complete**, **First Available Person**, **First User to Claim,** or **Unassigned** Task User.

How you create tasks is entirely up to you. Whether it's a once-off or recurring task, it can be swiftly set up and dispatched, especially when using a task template.

Typically, task creation and dispatch are achieved using the web portal, but our [Process Step field](https://help.formsfly.com/en/article/workflow-a-form-entry-between-users-process-steps) and [Tasking API](https://help.formsfly.com/en/article/integration-api) can accomplish similar outcomes via in-app solutions or external system communications.

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## Web Portal

When logged into the web portal and navigating to the **Tasks & Dispatch** menu area, the following areas will be available.

-   [Current Tasks](https://help.formsfly.com/en/article/adding-a-new-task) 
-   Task Calendar
-   Task Map
-   [Recurring Tasks](https://help.formsfly.com/en/article/recurring-tasks-creation-behaviour)
-   [Task Templates](https://help.formsfly.com/en/article/task-templates)

Each area provides options to view, create, and dispatch tasks respectively. We suggest logging into your account, familiarising yourself with these areas by sending out a few tasks and getting a feel for receiving tasks on your device.

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## In-App

When a user receives a task, a push notification is sent to the device, which can launch the app displaying the task.

In-app **Task Notifications** are displayed at the bottom of the app's start screen. This Info Alert Box can also be fully customized on the App Setup Page under Basic Settings.

![](https://cdn-assets.productfruits.com/9ab51b56-343b-4983-8ceb-b93359fde79d)

Upon selecting, the user's **Task List** will display, allowing task selection and completion.

![](https://cdn-assets.productfruits.com/8bde12c1-b112-4d3d-9683-36cbf6086754)

1.  Task name
2.  Expected start and due dates
3.  Task status
4.  Task search text box
5.  Task status filter

| Once a task is claimed, if sent to numerous users and not all to complete, the task status changes to assigned and is removed from all other users' task list. |
| --- |