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Troubleshooting Tasks

Resolve common task issues in Uptick — routine configuration, status transitions, bulk operations, field visibility, system errors, document management, and auto-close behaviour.

Written by Elyce Smith

This article covers the most common task issues encountered in Uptick and how to resolve them.

Routine Configuration & Display Issues

Routine-related problems are the most frequent source of task issues. If a routine is not behaving as expected, check the following:

  • Routine not appearing on a task: Confirm the routine's service level is enabled on the property and the type of the routine service level is active in the control Control Panel > Routines.

  • More routine tasks were generated than expected: Multiple routines on the same property will only consolidate into a single task if they share the same service group, are on the same billing contract and due at the same time. Otherwise, they will be split into individual tasks.


System Errors & Performance Issues

  • Error messages when loading or saving a task: Note the exact error message displayed and try the following: refresh the page, clear your browser cache, or try a different browser. If the error persists, note the URL and error text and contact [email protected].

  • Tasks loading slowly or timing out: Performance issues are often related to tasks with a very large number of assets or attachments. If a specific task is consistently slow, contact support with the task URL so the record can be reviewed.

  • Changes to a task not saving: If edits are being lost, check your internet connection stability. If the issue persists in a stable connection environment, try a different browser or incognito mode to rule out a browser extension conflict.


Task Consolidation

If multiple tasks are not consolidating into a single task, it is due to one of the three reasons:

  • Tasks have different billing cards

  • Tasks have different clients

  • Tasks have already been consolidated, so they are already child tasks


Tasks Being Auto-Closed or Archived

If tasks are closing or archiving automatically when you expect them to remain open:

  • Billing task archival after invoicing: Billing tasks are designed to archive automatically once the invoice has been successfully dispatched. If this is happening unexpectedly, check the invoice dispatch log on the task to confirm whether an invoice was generated.

  • Auto-close rules: Your workspace may have an additional feature enabled where tasks are archived automatically based on a specific trigger. Check with your system administrator whether any auto-close rules apply to the task type in question.


Mobile App Task Issues

For task issues specific to the Uptick mobile app — including tasks not showing in the app, sync problems, and offline mode — see the Mobile App: FAQs article.

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