Setup
You will need the following permissions in your security group:
Can see my tasks.
Can create and update appointments.
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!
We will add additional information and images under these arrows.
IOS: Overview of the task's tile
Property Name, Task Name, Scope of Works, and Task Ref provide key task details at a glance.
Due before indicates when the task needs to be performed by.
Fields selected in Task Display Preferences appear below the Due Before.
If the tolerance window is approaching, it appears as a slider; otherwise, as a date range.
If the tolerance window is approaching, it appears as a slider; otherwise, as a date range.
The colour of the vertical bar represents the task status.
Tap the star in the top right corner to mark the task as starred, allowing quick access from the dashboard.
Access icons represent the Access schedule and procedure for the task.
To work without internet, make tasks offline at the start of the day while connected to reception or Wi-Fi. Tasks will function normally, but reports, previous quotes, and full asset lists won’t be accessible offline.
Click the three dots to open more options: Add Appointment, Star, or Make Offline (to access the task without internet).
Click the three dots to open more options: Add Appointment, Star, or Make Offline (to access the task without internet).
ANDROID: Overview of the task's tile
Property Name, Task Name, Scope of Works, and Task Ref provide key task details at a glance.
Due indicates when the task needs to be performed by.
Fields selected in Task Display Preferences appear below the Due.
If the tolerance window is approaching, it appears as a slider; otherwise, as a date range.
If the tolerance window is approaching, it appears as a slider; otherwise, as a date range.
The colour of the vertical bar represents the task status.
Tap the star in the top right corner to mark the task as starred, allowing quick access from the dashboard.
Access icons represent the Access schedule and procedure for the task.
To work without internet, make tasks offline at the start of the day while connected to reception or Wi-Fi. Tasks will function normally, but reports, previous quotes, and full asset lists won’t be accessible offline.
Click the three dots to open more options: Add Appointment, or Make Offline (to access the task without internet).
Click the three dots to open more options: Add Appointment, or Make Offline (to access the task without internet).
