Mobaro

Logan Bowlby

Create and resolve Assignments, organize maintenance workflows and record time.

Manage maintenance work

Transfer an existing task with its history, record what the receiving team needs and confirm its access.

Hand over an open Assignment to another team

How Mobaro suggests similar open Assignments when you create one in the Backend or app, what it matches on, and how to reuse the existing one.

Avoid duplicate Assignments

Create an Assignment in the Backend or from a Checklist, delegate it to Users or User Groups, and request the parts it needs.

Create and delegate an Assignment

Create work, select assignees, coordinate handovers and avoid duplicate Assignments.

Create and delegate Assignments

Add a documented Final state for canceled or rejected work and keep it distinct from successful completion.

Record an Assignment closed without completion

Keep the original fault, repair notes and resolution photos together on one Assignment for a clearer maintenance record.

Document a repair with before-and-after evidence

Filter, sort and export Assignments to Excel or PDF, and use Dashboard widgets, emailed Reports or the API for further reporting.

Report on and export Assignments

Who follows an Assignment, what subscribers are notified about, how to subscribe or unsubscribe, and how to comment and mention people.

Follow Assignments with subscriptions and comments

Check who can delete Assignments, understand the effects on related records and find deleted Assignments with Show deleted.

Delete Assignments and find deleted records

Learn why orphaned Assignments remain open after a Checklist changes, where they appear in Reports and how to hide them.

Orphaned Assignments

How to resolve an Assignment in the Mobaro mobile app by adding a Solution, when a description is required, and what to do if you resolved one by mistake.

Resolve an Assignment in the mobile app

Select several Assignments in the Backend to set priority or deadline, change Location or Categories, reassign or resolve them at once.

Update Assignments in bulk in the Backend

Write useful resolutions, document unfinished work and add a review step with Assignment Definitions.

Assignment resolution best practices

Resolve an Assignment in the Backend, record what was done, reopen it with a reason, and find resolved Assignments later.

Resolve, document and reopen Assignments

What you can change about an Assignment's status in the mobile app, how to move between a definition's states, and what needs the Backend.

Change an Assignment's status in the mobile app

Learn where Assignments come from, how standard Assignments and Assignment Definitions differ, and how open work affects readiness.

Assignments overview

Learn what Created, Started and Finished mean, who can change an Assignment's status, and how to change or reopen it.

Assignment statuses

Update status, document repairs, collaborate, resolve work and review Assignment history.

Resolve and track Assignments

Review affected open Assignments and set an agreed new deadline without resolving the work.

Extend maintenance deadlines after a closure

How an Assignment Definition's deadline delay policy and priorities set deadlines, require dates, and affect readiness and overdue tracking.

Manage deadlines and priorities in Assignment Definitions

Use Assignment Definitions to separate work awaiting review from final completion and limit who can close the work.

Set up supervisor sign-off for Assignments

Move existing Assignments to another Assignment Definition or back to standard ones, and map their states, categories and priorities.

Change an Assignment’s Assignment Definition

Create, rename and delete your organization's Assignment Categories, see where they appear, and how they differ from Definition Categories.

Create and manage Assignment Categories

Build Assignment workflows with custom states, categories, priorities and deadlines, and control who can create, receive and resolve work.

Configure Assignment Definitions

Move Assignments to a new Assignment Definition and map their categories, states and priorities to the replacement workflow.

Transition Assignments to a new workflow

Set up Assignment Definitions, categories, priorities, deadlines and sign-off.

Configure maintenance workflows

Log time on an Assignment in the Mobaro app or Backend, register time when finishing a Checklist, and what happens once an entry is approved.

Create a Timesheet entry

Who can edit or delete a Timesheet entry, how approval locks it, and what deletion does, in the Backend and the mobile app.

Edit or delete submitted Timesheet entries

Approve Timesheet entries in the Backend, reverse an approval with Reject Approval, and correct or delete entries you don't accept.

Approve and reject Timesheet entries

Get Timesheet data out of Mobaro: what the Timesheets page and Result Reports show, and how to export entries with the API or Power Automate.

Report on and export Timesheets

Compare individual Timesheet entries with the Assignment, identify missing entries and check totals without duplicating recorded labor.

Reconcile time recorded by several people on one Assignment

Introduce Checklist time registration, choose Entry Types and establish an approval and reporting routine for logged hours.

Set up time recording for Checklist work

Create, edit and delete Timesheet Entry Types — the categories Users pick when logging time — and set the default Type.

Create a Timesheet Entry Type

Create Timesheet entries, correct them, approve time and export labor records.

Record and approve time

Prepare and run bulk Assignment imports with the desktop Assignment Importer.

Import Assignments from Excel

Use Source Table tokens, preview different Import Rows and control the description format used when creating Assignments.

Build Assignment titles and descriptions

Get the desktop app, sign in with your Mobaro account and prepare the API access needed to import Assignments.

Set up and sign in to Assignment Importer

Structure your workbook, choose attachment settings and create the local Import Project used to prepare Assignments.

Prepare Excel and create an Import Project

Install the importer, prepare Excel and build Assignment titles and descriptions.

Prepare an Import Project

Choose Locations, User Groups, Assignment Definitions, priorities and optional Assets, and check which Import Rows are ready.

Map Import Rows to Mobaro fields

Map filenames to files, inspect embedded attachments and understand re-scan behavior before importing.

Add and troubleshoot import attachments

Use filters, column controls and Bulk Changes, and choose whether to skip or remove Import Rows.

Filter and edit Import Rows in bulk

Map fields, attach evidence and review or edit rows before importing.

Map and check Import Rows

Run a reviewed import, save the created Assignment IDs and recover carefully from partial failures.

Import Assignments and review the import outcome

Keep local import work, reopen saved projects and handle protected API keys when moving files or switching accounts.

Save, reopen and recover Import Projects

Import reviewed rows and save, reopen or recover Import Projects.

Run and recover imports

Adjust readability and defaults, review analytics settings and use the update controls available for your installation.

Manage Assignment Importer settings and updates

Check connection errors, missing choices, failed imports and save problems, and collect useful diagnostics for Mobaro Support.

Troubleshoot Assignment Importer

Adjust importer settings, update the app and diagnose import problems.

Importer settings and troubleshooting

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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