Completing Multiple Tasks
You can complete multiple simple tasks in one action to avoid processing each task individually. This feature becomes available only when there are eligible tasks to complete. On a dedicated screen from the Task List view, the app displays all simple tasks for a service product across all work plans that are assigned to the logged-in user, not already completed, and have valid labor details if required. Tasks are grouped by work plans and shown in task list order, excluding any work plans with no qualifying tasks. You can select one or more tasks and complete them. A confirmation prompt informs you to update time spent before proceeding. Upon confirmation, the selected tasks are marked as Completed, a toast message displays the number of tasks completed, and the system logs entries in the task status history. The modal closes, the task list refreshes, and the system performs a smart sync if the device is online.
Perform the following steps to complete multiple tasks.
Android and iOS
1. Open the Go app with your valid credentials, and then navigate to Appointment Detail > Work Order record.
The Work Order Detail screen is displayed.
2. From the Actions menu, tap the View Service Task option.
The list of associated tasks is displayed.
 |
By default, My Tasks view is displayed to show the list of tasks that are assigned only to you.
|
3. Tap a service product to view the list of associated tasks.
4. Tap the menu button from the upper-right corner of the screen and tap Complete My Tasks.
The list of eligible tasks is displayed.
5. Select the tasks you need to complete, and tap Complete My Tasks from the lower-right corner of the screen.
A confirmation pop-up is displayed.
6. Tap Mark Complete.
A toast message is displayed with the number of tasks completed. The task list is refreshed, and the system performs a smart sync if the device is connected to the internet.
Windows
1. Open the Go app with your valid credentials, and then navigate to Appointment Detail > Work Order record.
The Work Order Detail screen is displayed.
2. From the Actions menu, click the View Service Tasks option.
The list of associated tasks is displayed.
|
|
By default, My Tasks view is displayed to show the list of tasks assigned to you only.
|
3. Tap a service product to view the list of associated tasks.
4. Click the menu button from the upper-right corner of the screen and click Complete Tasks.
The Complete Tasks window is displayed with the list of eligible tasks.
5. Select the tasks you need to complete and click Complete Selected from the upper-right corner of the window.
A confirmation pop-up is displayed.
6. Click Mark Complete.
A toast message is displayed with the number of tasks completed. The task list is refreshed, and the system performs a smart sync if the device is connected to the internet.