Setup
You will need the following permission in your security group: Can see all tasks.
Click here to learn about permissions and security groups.
IOS: How to use the toolbox
Click the Toolbox icon on the Dashboard to view:
Access: Toggle between Today appointments and Starred tasks to see if there are any safety or access requirements.
The Toolbox only displays access requirements when the Access Schedule is Pick up key or the Access Procedure is Key pickup or Call up.
Products: Toggle between Today/This week/Next week appointments and Starred tasks to view required products for the tasks.
Video
ANDROID: How to use the toolbox
Click the Toolbox icon on the Dashboard to view:
Access: Toggle between Today appointments and Starred tasks to see if there are any safety or access requirements.
The Toolbox only displays access requirements when the Access Schedule is Pick up key or the Access Procedure is Key pickup or Call up.
Products: Toggle between Today/This week/Next week appointments and Starred tasks to view required products for the tasks.
Video
Recommended steps
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