Keep your whole team aligned
Nothing falls through the cracks
Assign work with clear owners, due dates, and priorities, route what matters through approval, and link every task to the job or lead it's about. Some tasks even do the work — filling a checklist, approving selections, or placing a PO.
6
Pending
3
In Progress
2
Pending Approval
1
Overdue
Order pool equipment package
Bell Residence
Submit permit application
Okafor Estate
Approve tile selection change order
Ramirez Backyard
Follow up with homeowner on financing
Lead · Priya Shah
Final walkthrough checklist
Nguyen Residence
Assign it, do it, approve it
A simple flow that keeps everyone accountable.
Assign
Create a task, give it an owner, a due date, and a priority — and link it to the job or lead it's about.
Prioritize
Tasks group by status and surface what's due today, overdue, or waiting — so the right work rises to the top.
Do
The assignee works the task — and some tasks do real work, like filling a checklist or placing a PO.
Approve
Work that needs a manager's sign-off routes for approval before it counts as done.
Every task has an owner and a deadline
Give a task an assignee, a due date and time, and a priority, then link it to the job or lead it belongs to. Your team always knows exactly what to work on next — and where it fits in the bigger picture.
- Assignee, due date, priority, and type on every task
- High, Medium, Low, or None priority
- Linked to a lead, job, or warranty claim
- Comments and notifications keep everyone in sync
Order pool equipment package
Confirm Pentair package and place the PO with Heritage before excavation.
Assigned to
Due
Priority
Type
Sign-off without the bottleneck
Some work shouldn't close without a manager's blessing. Flag a task as needing approval and, when the assignee finishes, it moves to Pending Approval and lands in the right manager's queue to approve or decline — clean, fast, and on the record.
- Require approval on any task
- Finished work routes to a manager to approve or decline
- A dedicated Pending Approval status and queue
- Who approved and when is captured on the task
Change order — upgrade to travertine coping
Submitted by Jordan Pace · Ramirez Backyard
Discount approval — spring promo
Submitted by Alex Moss · Whitfield Project
Dispatch the week's work
Dispatchers pull tasks from an unscheduled queue onto the day they should happen and assign who's doing the work in the same step. Drag any task to a new day to reschedule in a second, in a month or week view — so the whole team can see and plan the workload.
- Schedule and assign in one drag
- Month and week views — drag to reschedule
- An unscheduled queue for the backlog
- See the whole team's workload at a glance
July 2026
MonthTasks that actually do the work
A task doesn't have to be just a to-do. Make it require the assignee to fill out a checklist, approve a job's selections — which spins up the change order automatically — place a purchase order with a distributor, or confirm a deposit or draw. The task becomes the workflow.
- Checklist tasks — complete a checklist to finish
- Selection-approval tasks that auto-create the change order
- Purchase-order tasks that place the order
- Payment-confirmation tasks for deposits and draws
What should this task do?
Pick a task type — some do real work when completed.
Standard task
A to-do the assignee marks complete
Fill a checklist
Assignee completes a checklist to finish the task
Approve selections
Sign off on a job's selections — auto-creates the change order
Create a purchase order
Place the PO with a distributor to close the task
Confirm a payment
Record a deposit or draw against the job
Everything in task management
Clear ownership
Every task has an assignee, a due date, a priority, and a type — so accountability is never in question.
Status at a glance
Pending, In Progress, Pending Approval, Due Today, Overdue, Completed — color-coded and grouped so nothing hides.
Approval workflows
Flag a task as needing approval and it routes to a manager for sign-off before it can be closed.
Linked to your work
Attach a task to a lead, a job, or a warranty claim so it shows up on that record with full context.
Dispatch board
Drag tasks from an unscheduled queue onto the day they should happen and assign who's doing the work in the same step — then drag between days to reschedule.
Tasks that do the work
Beyond a checkbox: a task can make the assignee fill a checklist, approve selections, place a PO, or confirm a payment.
Comments & notifications
Discuss a task in place; commenters get notified and the thread flows into unified chat so nothing is missed.
Filter & find
Filter by type, priority, assignee, approver, and creator, and search across every task in seconds.
Sales, construction & service
Task types are grouped for the whole business — follow-ups, work orders, change orders, and warranty work.
Frequently asked questions
How are tasks organized?
Every task has an owner, a due date, a priority (High, Medium, Low, or None), and a type. Tasks group by status — Pending, In Progress, Pending Approval, Due Today, Overdue, and Completed — so the work that needs attention is always front and center.
Can I require manager approval?
Yes. Flag a task as needing approval and, once the assignee finishes, it moves to Pending Approval and routes to a manager to approve or decline before it's considered done — perfect for change orders, discounts, and sign-offs.
Do tasks connect to jobs and leads?
They do. Link a task to a lead, job, or warranty claim and it appears on that record's Tasks area with full context, so the right work stays attached to the right project.
What's Dispatch?
Ardovia's drag-and-drop dispatch board, with month and week views. Dispatchers pull tasks from an unscheduled queue onto specific days, assign who does the work as they schedule it, and drag tasks between days to reschedule — so the whole team can see the week's workload at a glance.
Can a task do more than sit on a list?
Absolutely. Alongside standard to-dos, a task can require the assignee to fill out a checklist, approve a job's selections (which spins up the change order automatically), place a purchase order, or confirm a deposit or draw — turning a task into the actual work.
Will my team get notified?
Yes. Assignees and watchers are notified when tasks are assigned, come due, or get a comment, and task conversations flow into unified chat so nothing slips through the cracks.
Ready to keep your team on track?
Assign work, route approvals, and keep every task tied to the job — so nothing falls through the cracks.
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