Task Generation — which automatically creates a checklist of tasks when a project moves to a new pipeline stage — now works on mobile.
What This Means
If you're on Enterprise and use Task Generation, tasks now auto-generate on stage transitions whether the move happens on web or mobile. Move a deal from Initial Review to Under Contract on your phone and the right tasks appear automatically — no manual setup required in the field.
Task Generation is available on Enterprise plans. Task management is available on all plans.
Still only browsing on our web platform? You are missing out!
Download the app for iOS or Android so you can browse on the go — make updates to projects while you're on site, navigate between parcels during a drive, attach photos and documents directly from the field, and keep your pipeline moving from wherever the day takes you.