Task Management FAQ
Frequently Asked Questions
Question: How can I access tasks assigned to me on the Go app? 
Answer:
1. Open the Go app.
2. Navigate to the Calendar tab and select an event.
3. Tap on Service Product to view the associated task.
4. Toggle the My Tasks option to filter tasks assigned specifically to you.
For more information, refer to Work on the Assigned Task
Question: Can I modify the status of a completed task? 
Answer: No, once a task is marked as Complete, its status cannot be changed.
How do I upload attachments to a task? 
Answer:
1. Open the assigned task to launch the Task Details screen.
2. Tap Attachments and select Upload Attachments.
3. Capture or choose a file, then provide a title and description if needed.
4. Tap Add to upload, and then save the attachment to the task.
Question: Is it possible to delete an attachment from a task? 
Answer: Yes, you can delete an attachment.
1. Open a task and go to Attachments.
2. Long-press or select the file you want to delete.
3. Tap Delete, confirm, and then save the updated task.
Question: How can I update a Work Order or Installed Product record from a task? 
Answer:
1. Open the event and tap Service Products to view tasks.
2. Select the task linked to the Work Order or Installed Product.
3. Tap the configured Edit SFM and make the necessary updates.
4. Save your changes to complete the task.
Question: What should I do if a task requires generating a PDF output? 
Answer:
1. Select the task configured with the Output Document SFM.
2. Tap the configured SFM under Actions to generate the PDF.
3. Sign the document if required, finalize it, and save it in the Attachments section.
Question: How can I add comments or notes to a task? 
Answer:
1. Open the task details and navigate to the Actions section.
2. Tap Comments, enter the required details, and then tap Save.
Question: Where can I view details about the Work Order or Installed Product linked to a task? 
Answer:
For Work Orders: Use the three-dot menu on the upper-right corner of the Service Product or Task Details screen and tap View Work Order.
For Installed Products: Similarly, tap View Installed Product from the three-dot menu.
Question: What is the purpose of the Smart Sync feature? 
Answer: Smart Sync ensures that data is synchronized with the server when an action like saving or finalizing a task is completed. It requires an active internet connection.
Question: Can I edit attachments uploaded to a task? 
Answer: Yes, you can update the title or description of an attachment. Open the Attachments section, select the file, make your changes, and save the updates.
Question: How can I identify tasks requiring immediate action? 
Answer: Tasks are displayed in a configured sequence. Check for incomplete tasks or use the status indicators to identify tasks needing your attention.
Question: What happens if I lose internet connectivity while working on a task? 
Answer: Tasks can be updated offline, but certain actions, like generating PDF outputs or syncing updates with the server, require internet connectivity. Smart Sync will automatically upload your changes once connectivity is restored.
Question: How do I view the estimated time to complete a task? 
Answer: Open the Task Details screen. The estimated task duration is displayed in the Description section.
Question: How can I update the status of multiple tasks quickly? 
Answer: You must update the status of tasks individually. Open each task, navigate to the Status section, and set the next available status.
Question: Is it possible to reassign tasks to another technician? 
Answer: Task reassignment can only be done through the back-office system. Contact your supervisor or administrator for assistance.
Question: What if I accidentally delete an attachment or comment? 
Answer: Deleted items cannot be recovered. Be cautious when removing attachments or comments from tasks.
Question: Are task notes visible to other technicians or supervisors? 
Answer: Yes, task notes are visible to all team members with access to the task. Ensure that your notes are clear and informative.
Question: What should I do if I encounter an issue with a task? 
Answer: If you face challenges or errors with a task, document the issue in the Comments section and notify your supervisor or support team.
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