Configure
Configure the site or field workflow.
All capabilities Field Operations
Tasks & Checklists
Assign, track and complete site tasks and checklists.
Connected workflow Role-based access Tenant-aware
How it works
A clear workflow from setup to operational proof.
Tasks & Checklists is designed to stay connected to the rest of the platform, so users do not have to duplicate records or jump between disconnected tools.
Operate
Assign it to the right guard, shift or location.
Verify
Capture mobile activity and operational proof.
Improve
Review the completed record with a full audit trail.
Why teams use it
Built for real operational accountability—not feature-box marketing.
This capability follows the same tenant, role and audit principles as the rest of the platform. That keeps data consistent and gives every stakeholder the right level of visibility.
One connected workspaceRecords stay linked across related workflows.Right access for every roleAdmins, operations, guards and clients see what they need.Operational proofStructured activity creates a stronger audit trail.Less manual follow-upMove faster with context already connected.
Best fit
Where Tasks & Checklists creates the most value
- Security companies managing multiple guards, sites or clients
- Operations teams that need stronger accountability and traceability
- Businesses replacing spreadsheets, chat threads and disconnected tools
- Teams that need a premium client and workforce experience on desktop and mobile
Connected capabilities
All capabilities Explore related Field Operations capabilities.
Ready to activate
Compare plansBring Tasks & Checklists into a connected security operations platform.
Choose the right plan, activate optional premium capabilities when needed, and keep every workflow inside one premium workspace.