How to Add a Generic Task to Your Schedule
Not everything on your team's plate is a billable job — and SynkedUP makes it easy to track the other stuff too. Generic tasks let you add one-off to-dos directly to the schedule, so everything stays organized in one place.
Common uses include:
Marking a technician's day off
Scheduling vehicle maintenance (oil changes, inspections, etc.)
Assigning a quick errand or stop along a route
Creating a Generic Task
In the top-right corner of the Scheduling screen, find the Add to Schedule button. Just to the right of it is a small down arrow.
Hover over the down arrow — a menu with three options will appear. Click Schedule Task.
Fill in the task details:
Title – Give it a clear name (e.g., Change Oil – Dump Truck)
Notes – Add any relevant instructions or details (e.g., Use 5W-30)
Date & Time – Set when the task should happen
Duration – Estimate how long it will take
Multi-Day – If the task spans more than one day, set a start and end date so it shows up across the whole range
All-Day Event – Toggle on if it doesn't have a specific time (e.g., a day off)
Assign it to the appropriate team member.
Save the task.
Can't find the down arrow? It sits flush next to the Add to Schedule button in the upper-right corner of the Scheduling screen. If you don't see an Add to Schedule button at all, make sure you're on the Scheduling page (not a job page or the mobile app).
Heads up: tasks don't repeat on a recurring schedule
Tasks can span multiple days (a single task from, say, Monday through Friday), but there's no option to make one automatically repeat on a schedule — like "every Monday at 3pm" or "once a year." If you need a reminder that comes back on a regular basis (an annual client check-in call, a recurring vehicle inspection, etc.), the way to do it today is to create a separate one-time task for each occurrence you want on the calendar.
What the Assigned Tech Sees
Once saved, the task will appear on the assigned technician's schedule just like any other job — they'll see it on their mobile app and can mark it complete directly from their phone when finished.
Marking a Task Complete
Tasks can be marked complete two ways:
By the tech – directly in the mobile app
By you – from the schedule in the back office; find the task, mark it complete, and save
Completed tasks will show a completed status on the schedule.
A Note on Billing
Generic tasks are unbillable by nature — they won't generate an invoice or tie to a customer account. They're purely for internal scheduling and tracking purposes.
Questions? Reach out to our support team via the chat in your account.