The Task Management Dashboard on the Mobile App is like the Task Management Dashboard found on a web browser. Having Task Management on the Mobile app makes this feature even more powerful and accessible to you and your entire staff. You can view, add, and manage tasks assigned to you and others right from your fingertips.
In this article, we will discuss the mobile app Task Management Dashboard and walk you through the key features and functionalities to help you get the most out of Tasks on the go.
For more details on Task Management, Click Here.
Task Management Dashboard on the Mobile App
On the Dashboard, your tasks will be organized into the following sections, just like the web (as shown below):
Important (Red): Tasks marked as important appear at the top of the dashboard.
Past Due (Orange): Tasks with due dates in the past.
Today (Green): Tasks due today.
Tomorrow (Blue): Tasks due tomorrow.
This week (Blue): Tasks due this week.
Future (Blue): Tasks due more than a week in the future.
Recently Completed (Blue): Tasks completed within the last 24 hours.
Completed (Blue): Tasks completed more than 24 hours ago (accessible through search).
Searching and Filtering Tasks
At the top of the dashboard, you can filter tasks by assignees and task tags, or use the general search to narrow results by other information (as shown below).
Note: To clear the filter or search results, click "Clear Filters."
Viewing Task Details
To view more details about a task, you can click on it to expand its tile (as shown below). When viewing more details, you can see the description, assignees, and review task tags and alerts.
Editing Existing Tasks
When viewing task details, as outlined above, you will also have the ability to edit the task. When editing a task, make necessary changes and click "Save" to apply those changes.
Entering New Tasks
To enter a new task on the mobile app, click the “+” button. When entering a task, you will be able to enter all the details you would find when doing the same on the web (as shown below).
The mobile app will allow you to enter the necessary details related to the order (e.g., task name, assignees, due date, details, task tag, customer, etc.) and further update the order from a computer. For more details on this step, Click Here.
When entering or editing a task, click on "Task Details" (as shown below) to upload files, scan a document, or take photos to be added to the task.
Marking Task as Completed
Once a task has been completed, encourage your staff members to mark it as complete so the Task Dashboard remains clean and free of previously completed tasks. Staff can mark a task as completed from the web or mobile app by clicking the circle to the left of the task name (as shown below).
After a task is marked as completed, it will be moved to the "Recently Completed" stage on the Task Dashboard. The task will stay in this stage for 24 hours. At this point, they will be moved to the completed stage and can only be found by searching for tasks.
Automated Notification
After entering the task and assigning a staff member or group of staff, the staff will then receive an email notification (if enabled) and text message notification (if enabled) about the task.
For automated emails, you can view the Email Delivery Report to ensure emails were delivered successfully and identify those that were not. Click Here for more details.