At the end/beginning of each month it is recommended that you archive all COMPLETED tasks, to improve the ease with which you can find relevant tasks.
Note: Only active (non-archived) tasks will appear on the iPad. So this is an important process to ensure that the iPad only contains relevant tasks for the technicians.
Step 1: Enter the tasks list by clicking on Servicing from the navigational menu at the top and from the down list select Tasks.
Step 2: Select tasks Ready to be archived by clicking on Lists and then Ready to be archived
Step 3: Select the tasks to archive by clicking the checkbox in the top left corner.
Note: If there is more than 1 page of tasks to update then you will be also presented with an option to Select all X items
Step 4: Click the Edit X Tasks button
Step 5: On the edit tasks screen, select the Active field and choose Mark as inactive.
Step 6: Click Apply Changes