Mobile Guide Tasks

Field

Description

1

Location Selector

Selects the location for the guide tasks listed. The list of tasks will only reflect the guides that have been assigned to the selected location.

2

Date Selector

Displays the date for the guide tasks listed. The My Tasks screen will default to the current date. Tapping the date allows users to select which date to view.

3

Previous/Next Day

Navigates to the previous or next day. Tap the left arrow to navigate to the day before the date displayed. Tap the right arrow to navigate to the day after the date displayed.

4

Search and Filter

The search bar searches the list of tasks for a specific task. The filter option filters the task list based on a selected filter. Users can filter by any of the following:

• Due Date

• Due Time

• Tags

• Assignee

• Completed By

• Status

• Chronological Sort

5

Overdue Tasks Notice

Notifies the users of the number of overdue tasks. These are incomplete tasks in which the due date has passed. All overdue tasks are automatically sorted into the Rollover Tasks task group.


Each rollover task indicates the number of days the task is overdue.

6

Task Group

Group of tasks. Task groups are created and sorted when building a guide. Each task group shows the amount of progress made on the tasks within the group.

Task groups can be expanded or collapsed by tapping the arrow icon as needed.

7

Task

Individual task that must be completed. Each task shows the task completion status, task name, and task due time. For Checkbox tasks, users can tap the circle icon on incomplete tasks to mark the task as complete as long as there are no additional requirements for the task.

Tapping a task will open the Task screen.

8

Guide Tasks

Navigates to the list of guide tasks.

9

Upcoming Tasks

Navigates to the list of upcoming tasks. These are tasks that are due in the near future that are open and available for users to access. Users can complete these tasks ahead of time to get ahead of their work.

Learn more about the Upcoming tasks screen.

10

Request Tasks

Navigates to the list of all request tasks. These are all active schedule and transfer requests.

Learn more about the Request tasks screen.

1

Task Group Name

The name of the task group that the task is assigned to.

2

Task Name

The name assigned to the task.

3

Timeline

The frequency in which the task should be completed.

4

Due Time

The date and time that the task is due by.

5

Availability

The time frame in which the task is available to access to users. This may also show how many days the task will rollover when not completed.

6

Assignee

The user(s) that are assigned to the task. These are the individuals that are responsible for completing the task.

Users can tap this field to add an assignee. Learn more about task assignments.

7

Tags

Any tags that have been assigned to the task.

8

Description

The written description of the task. These descriptions may give the user more insight on the task.

9

Task Attachments

Any attachments added that may give context to the task.

10

Task Requirements

What is required to mark the task as completed. The requirements of the task will be determined by the task type. Tasks may require users to make selections or enter a numerical value or text.

R365 Action tasks that can be completed via mobile will have a Guide Me button that guides the user through completion of the task.

Checkbox tasks will not have any requirements listed as the only requirement is to mark the task as complete.

Some tasks must be completed in the web version of task management. Mobile Task Management capabilities are expected to expand over the course of 2024 and 2025.

11

Attachments

Where users can upload photos or documents related to the task completion. An attachment may be required to complete the text depending on the task setup.

12

Comments

Where users can leave comments or notes about the task.