About this tab
The General tab is the landing tab on the Fieldwork Task edit page. It covers the core task details, the project / site / report associations, parent task dependencies, the field technician assignment and timeline, and the workflow status. The other tabs (Field Data, Laboratory Data, Documents) each have their own article. For first-time setup of a new fieldwork task, see the Creating a Fieldwork Task article.
Key Steps
1. Navigate to the Fieldwork Task
Click Fieldwork Tasks in the left sidebar under the TASKS section.
Find the task in the list.
Click the row, or click the edit icon (pencil) in the Actions column.
You will land on the General tab by default.
2. General Information
The top of the page shows the core fieldwork task metadata:
Name - the task name. Should be unique within your organisation (e.g., Location_GME_March 2026).
Fieldwork Task Type - the task category. Read-only on Edit; cannot be changed after creation. To change type, recreate the task.
Dispatch Now? - checkbox that triggers dispatch of the task to the assigned field technician via the EnviroAutomate field app on save. Can be ticked at any time to (re)dispatch.
Description - free-text description of the task.
3. Associations
The Associations section links the task to the rest of the workflow:
Project - the project the task belongs to. Changing the Project resets which Sites and Client Reports are available.
Site - the site the work is performed at. Filtered by the selected Project.
Client Reports - the client reports this task feeds into. Filtered by the selected Project and Site.
4. Parent Task Dependencies
Shown read-only for tasks that depend on a parent monitoring event. Lists the parent events so you can see the upstream chain without leaving the page.
5. Assignment & Timeline
Controls who does the work and when:
Assign to Field Technician - the user the task is dispatched to.
Start Date - when the field work is scheduled to begin.
Due Date - when the field work is expected to be complete.
Both date fields use the date picker in your locale’s date format.
6. Status
The workflow status of the task (e.g., Draft, Dispatched, In Progress, Completed). Only available on Edit, not on Create. Available status options are filtered to those allowed from the current state.
7. Save Changes
Click Save to commit changes on the General tab.
The page stays on the General tab and shows a success notification.
If Dispatch Now? is ticked the task is dispatched to the assigned technician on save.
Always save before switching to a different tab - unsaved changes on the current tab will be lost.
8. View Audit Log (Optional)
The View Audit Log button at the top of the page opens the complete change history for this task.
The audit log shows who made each change and when.
Cautionary Notes
Save before navigating to another tab or your changes on the current tab will be lost.
Fieldwork Task Type cannot be changed after creation - if the wrong type was chosen, recreate the task.
Changing the Project resets the available Sites and Client Reports - re-pick them after changing Project.
Ticking Dispatch Now? and saving will (re)dispatch the task to the assigned technician immediately.
Status options are restricted to the transitions allowed from the current state.
Tips for Efficiency
Use the Field Data tab to enter or review the technician’s collected observations.
Upload laboratory results promptly via the Laboratory Data tab so reports can be drafted.
Attach supporting files (photos, notes, certificates) via the Documents tab.
Update Status as work progresses so the rest of the team can see where the task is at.
Use the Audit Log to review what changed and by whom if you’re tracking down a discrepancy.Objective