This article is part of the Manager Log Module training.  Click here for more information on the Manager Log Module


Intro


This article will explain how to use a Task List.  As task lists can be used on both the Browser and R365 Mobile App versions, we will demonstrate both, starting with Browser.  Scroll down for the Mobile App Instructions

Click here to for a similar article on how to Create Log Entries



Browser Instructions


Step 1: Login to R365


Log in to R365 and navigate to the 'Manager Log' module by selecting 'Manager Log' in the module selector



Step 2: Select 'Task Lists' in left nav


Click 'Task List' in the left nav to display available Task Lists.  Update the Location, Task Lists, and Date filters if needed




Step 3: Click on the Task List you want to complete




Step 4: Task List Instructions and Filters


Hover over the instruction icon to learn more about the task list if needed.


If the Task List has task that are  assigned to several different Employees, you can filter the list to include only yourself by clicking on the User Selector, clicking 'Select None' to deselect the entire list, then finding and selecting just yourself.



Finally, you can filter to show just Open, Completed, Incomplete, or All tasks.  Click 'Print List' to create a report of the Task List that you can print




Step 5: Complete the Tasks in the Task List


Depending on the Task, you will need to respond with a checkbox, a yes/no toggle, a short text, a long text, a whole number, or a decimal number.  Task completion is saved instantly, so once you mark off a task, it is complete and cannot be 'un-completed'.  Tasks requiring a response that are left blank will remain as ‘incomplete’ until a response is entered.  When the task list is complete, you are done!

Click here to view a gif showing how to Complete the Task List



R365 Mobile App Instructions


Step 1: Login in to the R365 Mobile App


Log in to the R365 Mobile App and navigate to the 'Manager Log' module by tapping 'Manager Log' in the menu


     



Step 2: Tap 'Task Lists'


Tap 'Task Lists' to display available Task Lists.  Tap on the Filter icon to Update the Dates, Locations, Task Lists, and Status.  Click 'Apply' to set the filter


           




Step 3: Tap on the Task List you want to complete to open it


Expand the section where the Task List is located by clicking '>' sign on the right.  Then tap on the Task List to open it





Step 4: Task List Instructions and Filters


Tap on the instruction icon to learn more about the task list if needed.


Tap the Filter icon to show just Open, Completed, Incomplete, or All tasks.  'Include Not Assigned' will display Tasks that have not been assigned to an Employee.  Click 'Apply' to set the filters




Step 5: Complete the Tasks in the Task List


Depending on the Task, you will need to respond with a tap to complete the checkbox, a yes/no toggle, a short text, a long text, a whole number, or a decimal number.  Task completion is saved instantly, so once you mark off a task, it is complete and cannot be 'un-completed'.  Tasks requiring a response that are left blank will remain as ‘incomplete’ until a response is entered.  When the task list is complete, you are done!