What creates Deficiencies tasks

A Deficiencies task is created when you submit an inspection report that has deficiencies recorded on it. The task gathers that report's deficiencies in one place so you can follow up, for example by quoting the corrective work. You can also create one directly, without an inspection report, using the pinned row at the top of the folder — see Create a deficiency task.

Technicians can create them from the mobile app too, when your settings allow it: from the Deficiencies section of a Work Acknowledgment (Settings -> Work Acknowledgments -> Include deficiencies) or of the job summary (Settings -> Team -> Technician App -> Job summary -> Record deficiencies). Each submission creates one task per asset group the recorded deficiencies belong to; the task's timeline says which of the two it came from, and the deficiencies show on the job's Deficiencies tab because they're tied to the visit.

Deficiencies tasks sit in a single All folder. You work each one by moving it through its statuses. A Deficiencies task can also move into a custom folder your business has added, and back to All, using Move to Folder in Quick Actions — see Organize task categories and folders.

Where to find it: Tasks page, the Deficiencies group in the left sidebar (the All folder)

Related guides

• Create a deficiency task
• Create a work acknowledgment on mobile
• Add a visit summary on mobile
• How tasks are created and organized
• The Tasks inbox: folders, status filters, and search
• What creates Invoices tasks
• What creates Jobs tasks (and moving them between folders)
• What creates Quotes tasks
• Organize task categories and folders