Adding Job Tasks
If a job has multiple tasks, you can break it down further by adding sub-tasks to make tracking easier. Note: You cannot mark the job as “Complete” unless all tasks are either completed or marked as incomplete.
View Tasks
Inside the Jobs page, click on More.
It will give you three options: Tasks, Assign Tools, or Purchase Order.
Tap the Tasks option.
View Tasks
After tapping the Task Option, you will see all sub-tasks for this job, either added by office users or field employees.
Tasks List Page
- If tasks were added by an office user, they will appear here.
- Field Employees can add tasks from the mobile app by tapping the Plus Icon (+).
Task Details
- To View Task Details: Tap on a task to open it.
- To Delete a Task:
- On iOS: Swipe right on the task to reveal the delete option.
- On Android: Tap and hold the task to reveal the delete option.
Task Details Page
When viewing task details, you can:
- See the Task Name, Service Type, and Task Status.
- Add a Field Note for the task.
- Attach photos or other images using the Camera Icon/Image Icon.
- Add or view Inventory Items, Forms, or Equipment related to this task in their respective tabs.
Start the Task
When you are ready to start the task, click on Start Task.
If you cannot complete the task today, click on the Incomplete Task. When you are ready again to do the task the next day you can click on the Start task again.
After clicking on Start Task the task status will change to Started. Notice that the Start Task button change to Complete Task.
Click on the Complete Task button to finish the Task.
After Completing a Task, notice that the Task Status on the Task List has changed to the Check Mark Icon.
The Task with the Play Button Icon means that the task was Started/ In progress.
Add A Task from the Mobile App
Click on the Plus Icon on the Task List to Add a New Task from the Mobile App.
After clicking on the Plus Icon, a Create New Task Window will pop up.
Give the Task a Name, the Service type is optional, and enter your notes. Click on the Check Icon to Save the Task.
Once you have saved the task, the New Task that you’ve just created will be on the Tasks List Page.
Open the New Task to Start when you are ready to work on it.
0 Comments