Tasks

The Tasks feature allows you to view and update information for existing tasks that have been assigned to one or more locations, through your mobile device. Each task is displayed under the following completion status tabs: All, Not Started, In Process, Completed, and Not Completed. To navigate between tabs, swipe them left or right, and then tap the name of the tab you want to view.

Note: New tasks must be created in the main application.

Select a Location

If you manage multiple locations, you must select a location to view its associated tasks.

To select a location:

1. Open the Context menu and then tap Location Filtering.
2. Scroll up or down to review available locations in the hierarchy, or tap the Search icon to begin typing a location name into the search bar. The app suggests locations as you type.
3. Tap a location name, and then tap Done.

Date Range Picker

The date range picker is a control which allows you to specify a date range for the tasks you want to view. You can specify a range within one or months, and up to a year in the past. After you finish making your selection, the list of tasks reloads to reflect the new dates.

To view a list of tasks for a specific date or range of dates:

1. Tap the displayed date on the toolbar to open the date range picker.
2. Tap Start to highlight the start date, and select a month, day, and year in the selector.
3. Tap End to highlight the end date, and select a month, day, and year in the selector.
4. Tap Save.

Update Tasks

To update task information, tap a task to view its details, and then adjust the percentage or move the slider to update its completion percentage.

You can also tap Notes to provide additional comments.