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    Mobile Upcoming Tasks
    • 21 Aug 2024
    • 2 Minutes to read
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    Mobile Upcoming Tasks

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    • PDF

    Article summary

    The Upcoming tasks section lists all tasks that are due in the near future. These are tasks that are open and available for users to complete ahead of time. If needed, users can complete these tasks before they are due to get ahead of their work.

    The availability set on a task determines whether a task will appear in this section.

    Task Management is an add-on to Operations. Please contact your Sales Representative to learn how the Task Management add-on can enhance your R365 experience.


    Upcoming Tasks List

    Field

    Description

    1

    Location Selector

    Selects the location for the guide tasks listed. The list of tasks will only reflect the guides that have been assigned to the selected location.

    2

    Search/Filter

    The search bar searches the list of tasks for a specific task. The filter option filters the task list based on a selected filter. Users can filter by any of the following:

    • Due Date

    • Due Time

    • Tags

    • Completed By

    • Status

    • Chronological Sort

    3

    Task Group

    The Upcoming Tasks task group along with the number of tasks in the list.

    4

    Task

    Individual upcoming tasks that must be completed. Each task shows the task completion status, task name, and the number of days until the task is due.

    For Checkbox tasks, users can tap the circle icon on incomplete tasks to mark the task as complete as long as there are no additional requirements for the task.


    Tapping a task will open the Task screen.

    5

    Guide Tasks

    Navigates to the list of guide tasks.

    Learn more about the Guide tasks screen.

    6

    Upcoming Task

    Navigates to the list of upcoming tasks. These are tasks that are due in the near future that are open and available for users to access. Users can complete these tasks ahead of time to get ahead of their work.

    7

    Request Task

    Navigates to the list of all request tasks. These are all active schedule and transfer requests.

    Learn more about the Request tasks screen.


    Upcoming Task Screen

    When an upcoming task is opened, users can review the task details. These details are the same as those of a guide task and may include the following:

    Field

    Description

    Task Name

    The name assigned to the task.

    Timeline

    The frequency in which the task should be completed.

    Due Time

    The date and time that the task is due by.

    Availability

    The time frame in which the task is available to access to users. This may also show how many days the task will rollover when not completed.

    Tags

    Any tags that have been assigned to the task.

    Task Requirements

    What is required to mark the task as completed. The requirements of the task will be determined by the task type. Tasks may require users to make selections or enter a numerical value or text.

    R365 Action tasks that can be completed via mobile will have a Guide Me button that guides the user through completion of the task.

    Checkbox tasks will not have any requirements listed as the only requirement is to mark the task as complete.

    Some tasks must be completed in the web version of task management. Mobile Task Management capabilities are expected to expand over the course of 2024 and 2025.

    Task Attachments

    Any attachments added that may give context to the task.

    Attachments

    Where users can upload photos or documents related to the task completion. An attachment may be required to complete the text depending on the task setup.

    Comments

    Where users can leave comments or notes about the task.


    Completing an Upcoming Task

    Users can complete most tasks via mobile. Read more about completing a task via mobile.


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