Setup
You will need the following permissions in your security group: Can see my tasks.
Click here to learn about permissions and security groups.
If you see this arrow, click to expand for more information!
If you see this arrow, click to expand for more information!
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IOS: How to navigate the Tasks page
Tasks can be displayed in the List view (a filterable list of tasks' tiles) or the Map view (tasks are pins on the map). Switch views using the list and map icons in the top right corner.
List view
Reload the task list from the workspace by clicking the reset icon, or by pulling down on the task list.
Reload the task list from the workspace by clicking the reset icon, or by pulling down on the task list.
Search bar: Search by property name, address, property ref, task ref or routine; the list of tasks' tiles filters automatically while typing.
Search bar: Search by property name, address, property ref, task ref or routine; the list of tasks' tiles filters automatically while typing.
Filters and Sorting: Click the slider icon next to the search bar to open the menu. Tap any filter or sort item to open the options, then use the back arrow to return to the menu.
Filters and Sorting: Click the slider icon next to the search bar to open the menu. Tap any filter or sort item to open the options, then use the back arrow to return to the menu.
Assigned to me: Toggle on to show only tasks assigned or scheduled to you.
Quick Tasks: Select the estimated duration (15, 30, or 60 minutes) to filter the tasks list by.
Rounds, Statuses, Access schedules, Service groups, Category and Tolerance: Filter tasks by selected rounds, statuses, access schedules (e.g. All Hours), service groups, categories, and tolerance window (Late, Within, Early).
Due From / Due To: Filter by the date range when the task is due.
Sort by and Then sort by: Choose a field such as Address, Due Date, Estimated Duration, Task Name, Priority, Ref, Status, Suburb or Tolerance for primary and secondary sorting.
Reset filters: Revert the filters and sorting to the default settings.
Map view
Reload the task map from the workspace by clicking the reset icon.
Reload the task map from the workspace by clicking the reset icon.
Map navigation: Centered on the current location and can be moved by swiping or zoomed in/out using pinch gestures.
Map navigation: Centered on the current location and can be moved by swiping or zoomed in/out using pinch gestures.
Tasks: Appear as pins on the map, with scheduled tasks numbered to reflect their order in the day’s schedule. Tap a pin to view appointment details.
Tasks: Appear as pins on the map, with scheduled tasks numbered to reflect their order in the day’s schedule. Tap a pin to view appointment details.
Task List: Located at the bottom of the map, the list of tasks' tiles can be expanded by pulling it up. It includes a search bar for Today appointments and Starred tasks, and filter options for the all Tasks tab. For more information on the search bar and filters, refer to List View.
Task List: Located at the bottom of the map, the list of tasks' tiles can be expanded by pulling it up. It includes a search bar for Today appointments and Starred tasks, and filter options for the all Tasks tab. For more information on the search bar and filters, refer to List View.
ANDROID: How to navigate the Tasks page
Tasks can be displayed using List view (a filterable list of tasks' tiles) or Map view (tasks are pins on the map). Switch views using the list and map icons in the top right corner.
List view
Reload the task list from the workspace by pulling down on the task list.
Reload the task list from the workspace by pulling down on the task list.
Search bar: Search by property name, address, property ref, task ref or routine; the list of tasks' tiles filters automatically while typing.
Search bar: Search by property name, address, property ref, task ref or routine; the list of tasks' tiles filters automatically while typing.
Filters and Sorting: Click the slider icon next to the search bar to open the menu. Tap any filter or sort item to open the options, then click Done to save the selection.
Filters and Sorting: Click the slider icon next to the search bar to open the menu. Tap any filter or sort item to open the options, then click Done to save the selection.
Assigned to me: Toggle on to show only tasks assigned or scheduled to you.
Quick Tasks: Select the estimated duration (15, 30, or 60 minutes) to filter the tasks list by.
Rounds, Category, Statuses, Access schedules, Service groups and Tolerance: Filter tasks by selected rounds, categories, statuses, access schedules (e.g. All Hours), service groups, and tolerance window (Late, Within, Early).
Due From / Due To: Filter by the date range when the task is due.
Sort by and Then by: Choose a field such as Address, Due Date, Estimated Duration, Task Name, Priority, Ref, Status, Suburb or Tolerance for primary and secondary sorting.
Reset filters: Revert the filters and sorting to the default settings.
Map view
Reload the task map from the workspace by clicking the reset icon.
Reload the task map from the workspace by clicking the reset icon.
Map navigation: Centered on the current location and can be moved by swiping or zoomed in/out using pinch gestures.
Map navigation: Centered on the current location and can be moved by swiping or zoomed in/out using pinch gestures.
Tasks: Appear as pins on the map, with scheduled tasks numbered to reflect their order in the day’s schedule. Tap a pin to view appointment details.
Tasks: Appear as pins on the map, with scheduled tasks numbered to reflect their order in the day’s schedule. Tap a pin to view appointment details.
Task List: Located at the bottom of the map, the list of tasks' tiles can be expanded by pulling it up. It includes a search bar for Today appointments and Starred tasks, and filter options for the all Tasks tab. For more information on the search bar and filters, refer to List View.
Task List: Located at the bottom of the map, the list of tasks' tiles can be expanded by pulling it up. It includes a search bar for Today appointments and Starred tasks, and filter options for the all Tasks tab. For more information on the search bar and filters, refer to List View.
Recommended steps
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