Task Completion Offline and Auto sync

 What’s New?
Field users can now complete tasks even without an internet connection. Task completion—including associated form submission—can be done offline, and all data will automatically sync once connectivity is restored.

This enhancement ensures tasks don’t remain pending just because users are in remote or low-connectivity areas.

 Why It Matters

• Uninterrupted productivity – Field teams can complete tasks even in no-network zones.

• Accurate performance tracking – Task completions are no longer missed or delayed due to connectivity issues.

• Better adoption & satisfaction – Reduces frustration for users working in remote locations.

 Key Highlights and User flow

• Tasks can be marked Completed in offline mode directly from the Task List only.

• If a completion form is associated, it is saved offline and synced automatically when the internet is available.

• Completed tasks appear as Completed (Offline) until successful sync.

• If a sync error occurs, the task will not be marked as complete and the user will see a sync error in “Offline: Pending sync” screen, allowing them to manually fix the issue and resubmit the form.

• If the form sync fails for any reason in online mode, then status is reverted back to ‘Mark complete’ and if user tries to complete the same task again, an “Offline Form Found” prompt appears, allowing them to continue or create a new form.

⚙️ Configuration and Eligibility

Tenant-Level Settings

• Enable Offline Leads and Offline Tasks under Web app settings > Mobile App > Permissions.

• Enable Offline Dynamic Forms in Additional Settings.

• Configure eligible task types for offline completion in the below Json using the new additional setting: Task Completion Offline

  Json: 

  {
   “taskTypesName”: [
     “<Tasktype name>”
   ]
  }

Supported in Phase 1:

• Tasks associated with Leads only

• Tasks scheduled for the current day

• Accessed from the Task List / Task Details

• Tasks with offline-friendly and  single-level forms

Not Supported:

• Tasks associated with Opportunities

• Geofenced tasks

• Tasks with multi-level forms

• Tasks with pre-submission Lapp configured

• Task types not enabled for offline completion

1. 2. Auto Sync for Offline Dynamic Forms #

What’s New?

Dynamic forms saved in offline mode will now automatically sync once the user regains internet connectivity—eliminating the need for manual submission in most cases.

Auto-sync applies to eligible forms that do not have:

• Pre-submission Lapp configured, or

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  Updated on January 22, 2026