Use tasks in Production Queue

Overview

The Production Queue helps roofing and exterior contractors manage every stage of production,from setup through closeout,by automating task workflows and improving visibility across teams.

It gives your production team visibility into activity at every stage of a job, from initial setup to project completion. By applying task templates, you can automatically generate step-by-step workflows that define each stage, responsible party, and due date. This ensures consistent project management, reduces errors, and helps teams stay aligned throughout the production lifecycle. Additionally, it provides a clear count of how many jobs are currently in each stage, giving you real-time insight into your entire production pipeline.

Things to know

• Task dependencies: Configure dependencies in templates to control workflow order. A dependent task can't begin until the preceding task is completed, ensuring that each project stage is finished before the next one becomes actionable.

• Task assignment: Tasks can be automatically assigned to a specific user or left unassigned when created. You can leave tasks unassigned so that a production manager can review and assign users and due dates later. Unassigned tasks do not appear in the Field Mobile App until they are assigned to a user.

Best practices

• Create and maintain dedicated task templates for each job type. For example, Roof Install, Siding Install.

Use cases

• A production manager can view all active install tasks across projects and assign team members accordingly.

• An operations manager ensures all closeout tasks are complete before marking a job finished.

• A field supervisor checks overdue tasks to prioritize site visits.

Production Queue Overview

The Production Queue gives your production team a single, organized view of all active tasks across jobs and projects. It helps you track progress, manage priorities, and communicate updates without needing to open each job individually.

To open the Production Queue, go to the navigation bar and click Production Queue.

Note: The page automatically filters to show tasks assigned to you.

At the top of the Production Queue screen, you can:

• Switch between Task View and Project View        

  Note: In project view, if your job is part of a project, your view is grouped by project. If it's not yet included in a project, your view is grouped by customer.

Task View: In Task View, you can see all individual tasks assigned across projects. This view helps you track progress, identify bottlenecks, and manage workloads efficiently.

Project View: In Project View, jobs and projects are grouped by customer. If a customer has worked in multiple trades, their jobs appear under each relevant trade category. This layout gives you a complete picture of multi-trade projects and their progress within each area of work.

• Use Filters to narrow down the list of tasks. Use filters to narrow down the list to specific tasks. Click the filter icon, select your filter options in the pop-up window, and then click Apply.         

  • Due Date

  • Created On Date

  • Assignee

  • Task Status

  • Customer

  • Production Manager

  • Project Manager

  • Work Stage

  • Job Type

  • Sold By

  • Job Number

  • Project Number

• Select a user from the Assignee dropdown to view their tasks. 

• Filter by Task Status to view tasks by progress stage. 

• Filter by Due Date to view tasks due on a specific date. 

Below the filters, use the Task Filter Bar to refine your results further:

• Total Tasks: All tasks that match your filters.

• New Tasks: Tasks recently assigned.

• Overdue Tasks: Tasks that have passed their due date.

• Completed Tasks: Tasks that have been finished.

Each task appears in a pipeline view that represents the production process from start to finish:

• Review & Approval: Tasks that need review or sign-off before work can begin.

• Order & Schedule: Tasks for ordering materials, assigning crews, and setting schedules.

• Execution: Tasks actively in progress on-site or in the field.

• Closeout: Tasks required to complete the project, such as inspections and documentation.

The number displayed in each stage shows how many tasks are currently in that stage.

Use task templates

Applying task templates and individual tasks to jobs ensures that each stage of production is clearly defined and tracked. Whether you use predefined templates or create tasks manually, this process helps standardize workflows, assign responsibilities, and keep project timelines on track.

Note: For production tasks to appear in the Field Mobile App (FMA), you must first apply a task template to the job and assign each task to a specific user. Unassigned tasks do not appear in FMA. Only tasks that are directly assigned appear in the assigned user’s Production Queue in FMA.

Step 1: Apply task templates to the job

1. From the job screen, scroll to the Tasks section.

2. Click the Production Tasks tab to work with the production queue. 

3. In the Production Tasks tab, click More > Apply Task Template. 

4. In the Apply Task Template pop-up, select a task template and click Apply. 

After applying the task template, the predefined list of tasks appear instantly in sequence in the Production Tasks section:

Step 2: Work on production tasks

After applying the template, assign each task to the appropriate user. Only assigned tasks appear in the ServiceTitan Field Mobile App.

After the template is assigned, users complete tasks in sequence based on the configured workflow.

1. Click the first task with To do status in the task table. 

2. In the task details pop-up window, you can view and edit the following information:         

   1. Stage: The current phase of the task within the project.

   2. Assignee: The user responsible for completing the task.

   3. Due Date: Due date of the task.

   4. Description: Description of the task.

   5. Subtasks: You can add, edit or remove subtasks as needed.

   6. Attachments: Files attached to the task.

3. Use the Chat or Email feature to communicate internally and externally.         

   1. Chat: Use to communicate with internal teams by tagging them in the message.

   2. Email: Use to communicate with internal and external teams.

4. In the Associated Records section, you can view the following information:         

   1. Job: The number of the job the task is associated with.

   2. Customer: The customer for whom the work is performed.

   3. Service Location: The location where the service is performed.

   4. Sold By: The employee who sold the estimate.

   5. Related Tasks: The tasks that follow this one.

5. You can update the Status of the task with the following options:         

   1. In Progress: The task is actively being worked on.

   2. Waiting for Reply: The task is paused while waiting for input or confirmation from another person.

   3. Completed: The task is finished and requires no further action.

   4. Won't Do: The task is no longer needed or won't be completed.

Want to learn more?

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