Tasks

Under Tasks , you can add, edit, or manage tasks across all modules. To access tasks, tap Tasks at the bottom of the screen.

Quick Links

• Filter Tasks
• Search Tasks
• Create Tasks
• Manage Tasks
  • Attachments
  • Edit Tasks
  • Task Comments
  • Task Work Logs
• View Parent Request
• Task History
• Close/Delete Task
• Sort Tasks
• Modify Status

Filter Tasks

To filter tasks in the list view,

1. Tap the filter drop-down on the top-left.

2. Select a filtering option: All Tasks, Due Today Tasks, My All Tasks, My Due Today Tasks, My Open Tasks, My Overdue Tasks, Open Tasks, Overdue Tasks, Pending Tasks, Unassigned Pending Tasks, and Pending - My Group Tasks.

Search Tasks

Search tasks based on the Title, Owner, or Priority fields.

1. Tap Search  on the top-right.

2. Tap Filter  and set the search filter.

3. Choose your preferred field.

4. Use a relevant search term in the search box to fetch results.

Create Tasks

1. Tap Add Task .

2. Fill in the task details in the Add Task form.

3. Finally, tap .

 
Manage Tasks

View task details and perform various actions on tasks from the task details screen. To access it, tap your preferred task card.

Attachments

Tap Attachments  to view/upload attachments to tasks. The attachment icon displays the attachment count. To add attachments to the task, go to Attachments , tap Add Attachments , and choose your preferred upload type viz.Camera, Photos, or Documents.  

Edit Tasks 

On the task details screen,

1. Tap Edit  on the top of the screen.

2. Make necessary changes.

3. Finally, tap .

Task Comments

View/Add Comments

• To view task comments, tap Comments  at the bottom of the screen.

• To add task comments, go to Comments , tap Add comment , provide relevant comments, and tap .

Edit/Delete Comments

• To edit a comment, tap Edit, make necessary changes, and tap .

• To delete a comment, tap Delete, and confirm your action.

Task Work Logs

You can view, add, edit, or delete task-related work logs from Work Logs  at the bottom of the task details screen.

View Work Logs

On the Work Logs screen, you can view the total time logged by all work logs in the task, total cost accrued from all work logs, and the list of all work logs added to the task.

Add Work Logs

To add new work logs, tap , provide necessary details in the Add Work Log form, and tap .

• To edit work logs, open your preferred work log, tap Edit , make necessary changes and tap .

• To delete a work log, open your preferred work log, tap Delete  , and confirm your action.

 View Parent Request

1. Go to the task details screen.

2. Tap Request at the bottom of the screen.

3. You will be directed to the details screen of the parent request.

Task History

Task history records all actions performed on a task.

Close or Delete Tasks

You can delete or close tasks from the task list view or details screen.

Task list view:

• To delete a task, swipe your preferred task card to the left, tap Delete, and confirm your action.

• To delete multiple tasks, select your preferred tasks using the tap-and-hold action, tap Delete , and confirm your action.

• To close tasks, select your preferred tasks using the tap-and-hold action, tap Close , and confirm your action.

Task details screen:

• To delete a task, tap More , choose Delete and confirm your action.

• To close the task, tap More  and choose Close.

Sort Tasks

Sort tasks based on task properties.

• Pull down the tasks list view.

• Tap Sort  on the top of the screen.

• Select the required task property.

• Choose ascending or descending.

• Finally, tap .

Modify Status

You can modify the task status from the list view. Tap Status and select the required status.