Displays details such as tasks created by you and assigned to you, open and expired tasks. An option to filter tasks according to locations is also present.
Creating new tasks
- Tap Tasks on the vertical navigation.
- Tap on the vertical navigation (1).
- The Create task screen displays with the default values set for Priority, Category, and Object type.
- Do the following:
- Enter the values for name and description.
- Modify the values for priority, category, and object type (if needed). By default, Component is selected as the Object type.
- Search and select the object depending on the set object type. Tap Apply.
- Depending on the values selected for Object type and Object, the values for Room/segment and Building are automatically populated.
- Assign the task to the concerned individual.
- Specify a due date for the task.
- (Optional) Add a photo to the task.
- Tap the camera icon to the upper right.
- From the displayed options, tap Take a Photo.
- Tap Apply to add the photo to the task, Cancel to re-take the photo, Edit to edit the photo.
- The photo is added to the task at the bottom of the page.
- Tap Create.
- A new task is created.
Creating and editing tasks for components, rooms, or segments
- From the Barcode scanner, scan the barcode of a component, room or segment.
- All the components, rooms and segments associated with the scanned barcode display.
- Select a component, room, or segment from the displayed list.
- Tap Tasks.
- A list of tasks associated with the selected component, room, or segment displays. If there are no associated tasks, the text, No data displays.
- Tap an existing task to view it's details and perform updates (if required).
- Tap New to create a new task.
- The Create task screen displays with the basic details of the selected component, room, or segment such as Priority, Category, Object type, Object, Room/segment, and Building.
- Specify the other details as follows:
- Enter the values for name and description.
- Assign the task to the concerned individual.
- Specify a due date for the task.
- (Optional) Add a photo to the task. For details, see Creating new tasks.
- Tap Create.
- A new task is created.
You can create tasks for objects of all types (Building, Floor, Room/segment, Component, Document) in the offline mode. The tasks reflect in the Tasks tab after the device is online and the data synchronization is complete.
Editing tasks
- Tap Tasks on the vertical navigation.
- Select the task to be edited.
- The details of the task display.