Mobile Tasks

My Tasks is the mobile version of Task Management. 

Users can access the same guide tasks that can be accessed from the Task Management My Tasks page on the R365 app. From their mobile device, users can view their list of tasks required for any given day. The task requirements and details can be reviewed. Some tasks can also be completed within the app. 

The tasks listed on the mobile My Tasks screen are from task management Guides that have been assigned to the selected location. Guides can be created and managed in the web version of R365.

Task Management is an add-on to Operations. Please contact your Sales Representative to learn how the Task Management add-on can enhance your R365 experience.


Security

Task Management permissions are found in the permission tree as follows:

  • Administration

    • Task Management

      • Tasks

        • View & Edit All Tasks

        • View & Edit Unassigned Tasks

        • Assign Other Users to Tasks

        • Unassign Other Users from Tasks

        • Can Update Locked Tasks


These permissions can be added to custom user roles or individual users. The Permission Access report can be used to determine which user roles or users already have these permissions assigned. For more information, see User Setup and Security.


Navigation

From the Mobile Navigation Menu

  1. Open the mobile navigation menu.

  2. Tap Tasks.

  3. From under Tasks, tap My Tasks.

From the Dashboard Widget

  1. Scroll through the mobile dashboard to locate the My Tasks widget.

  2. Tap the My Tasks widget.


My Tasks Mobile Dashboard Widget

Users can view of a quick snapshot of their tasks from the My Tasks dashboard widget, which is located on the mobile Dashboard screen.

1

Overdue

Opens the list of all tasks that are currently overdue.

When there are overdue tasks, the count of tasks is displayed in the red circle above the overdue icon.

2

Due Today

Opens the list all tasks that are due today  that are open and available for users to access.

When there are tasks due ‘today’ for the users to access, the count of tasks is displayed in the orange circle above the upcoming icon.

3

Requests

Opens the list of all active schedule, availability, and transfer requests.

When there are requests, the count of requests is displayed in the blue circle above the request icon. Learn more about the Request tasks section.


My Tasks Screen

Similar to the web version of the My Tasks page, My Tasks on mobile is broken up into three sections:

1

Guide

Lists all tasks added to Task Management guides that have been assigned to the selected location.

Learn more about the Guide tasks section.

2

Upcoming

Lists all tasks that are due in the near future that are open and available for users to access. These tasks can be completed ahead of time to get ahead of work, if needed. Tasks that appear in this section have an availability that allows for the task to be accessed a certain number of days before the task is due.

When there are upcoming tasks for the users to access, the count of tasks is displayed in a red circle above the upcoming icon.

Learn more about the Upcoming tasks section.

3

Requests

Lists all active schedule, availability, and transfer requests.

When there are requests, the count of requests is displayed in a red circle above the request icon.

Learn more about the Request tasks section.