Tasks is part of Service, Jobs & Delivery in Windward System Five. System Five includes 4 documented capabilities here — all 4 in the standard set. Trades that lean on it include RV Dealers, Powersports Sales Service & Rental, Outdoor Power Equipment.
These 4 capabilities sit within System Five's 1287-capability documented set — a selection, not a ceiling.
See at a glance what kind of work
Tasks can be defined as activities with activity types, grouped under higher-level purposes, and given background colours, and business hours can be shaded to stand out on the grid.
Book the follow-up before you forget
A task can spawn a follow-up appointment, optionally marking the original complete, or be duplicated forward one day. A Task List button shows the full task history for the record the task relates to, and documents can be attached to a task.
Lay out the week of work
Today's tasks open in a task book with day or week view and a task list for entering or amending the day's or week's work.
Pull up just your own jobs
The task list filters by colour, priority or activity over a chosen date range, and an activity filter value can be saved as a quick-filter button for just the current user or for all selected users.
Every capability on this page is documented in the System Five capability index. Last updated 2026-11-05.