Task Status

Every task in HelpYard moves through a defined set of states from creation to completion. Understanding the flow helps supervisors and field workers coordinate without ambiguity.

Status flow

Created → Dispatched → In Progress → Done → Verified
              ↓                ↓
          Cancelled        Cancelled

Status descriptions

Status	Meaning
Created	Task exists but no worker assigned yet
Dispatched	Worker assigned, notification sent — awaiting start
In Progress	Worker checked in via QR and started work
Done	Worker marked the task complete on their device
Verified	Supervisor reviewed and confirmed completion quality
Cancelled	Task was cancelled before completion

Who can verify

Only Admins and Provider Managers can move a task from Done to Verified. Field workers can mark their own tasks as Done, but verification requires a supervisor to review the completed checklist and any photos submitted.

Tip

If your team has a high task volume, you can configure tasks to auto-verify after 24 hours with no dispute raised. Contact your admin to enable this under Settings.

Overdue tasks

If a task is not started by its due time, it is automatically flagged as Overdue and highlighted in red on the dispatcher view. Overdue tasks also appear in the daily email digest sent to supervisors.

Resolving an overdue task

1. Open the overdue task
2. Either reassign it to an available worker or update the due date/time to reflect reality
3. Once a worker checks in, the overdue flag clears automatically
4. The delay is recorded in the audit trail for reporting purposes

Disputing a completion

If a completed task fails quality inspection:

1. Open the task (status: Done)
2. Click Actions → Dispute
3. Enter a note describing the issue
4. The task moves back to In Progress and the assigned worker is notified

The worker must re-complete the checklist and re-mark the task as Done before it can be verified again.

Cancelling a task

To cancel a task at any point before Done:

1. Open the task
2. Click Actions → Cancel
3. Enter a cancellation reason (required for the audit log)

Cancelled tasks are preserved in history and excluded from on-time completion rate calculations.

Caution

Tasks linked to an active contract cannot be deleted — only cancelled. Cancellations appear in contract performance reports and may affect billing records.

Next step

Task Templates