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updatedAt: 2026-09-23T18:14:42.000Z
agentTools:
  projectIndex: https://docs.record360.com/llms.txt
---

# Scheduling, tracking, and assigning Tasks

<Glossary>Task</Glossary>s allow you to assign inspections or manual tasks to your users in Record360. Send notifications to your users while assigning and tracking work that needs to get done. Plus, use a [webhook](https://docs.record360.com/docs/webhooks) to stay in the loop when tasks are completed.

<Glossary>Task</Glossary>s are available on Standard and Professional plans. Users on these plans will see a Tasks option on the left hand navigation on the dashboard as well as a tasks section in the mobile app.

## Tasks vs Inspections

Record360 supports inspection tasks *and* manual tasks, which is determined by whether or not a task is configured to *require* an inspection or not.

* **Inspection tasks** enable users to quickly and easily kick start an inspection from their task notification or view in the mobile app. For example, an inspection task could be "Complete check-in inspection for Unit WM42."
* **Manual tasks** are great for tracking ad-hoc work that does not require a complete inspection. For example, a manual task could be "Add safety kit to tractor RHVN5678."

## Assigning a Task or Inspection

Typically, tasks are created based off of some external trigger, like a unit arriving in the yard or a failed inspection. Based on the event, create an inspection, or manual, task. Tasks can be assigned to a user or left unassigned and picked up by users as needed from the dashboard or mobile app.

To get setup on a tasks integration, we recommend:

1. Determine what should trigger a task from your system. This could be an automated action such as a unit being received for service, sending out a contract, or a user selecting a "create task" or "send to Record360" button in your system.
2. Determine your task details. You'll need to know where to assign the task (i.e., the user's email, or you can lookup a [Location](https://docs.record360.com/reference/locations) via API) as well as any additional details, like a due date, unit reference number, and a naming structure.

To view the detailed API requirements for creating a task and to test task creation, see the [Task API docs](https://docs.record360.com/reference/createtask/).

## Tracking Tasks

You can track task completion by [Subscribing to Inspection or Task Events.](https://docs.record360.com/reference/event-notifications)

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