Viewing the List of Tasks for an Appointment
You can view the list of tasks associated with an appointment so that you can take necessary actions on the tasks assigned to you.
Perform the following steps to view the list of tasks.
Android and iOS
1. Open the Go app.
2. Tap the event from the Calendar screen. The Appointment screen is displayed.
3. Tap the Work Order record linked to the appointment. The Work Order Detail screen is displayed.
4. From the Actions menu, tap the View Service Tasks option. The list of associated tasks is displayed.
 |
The tasks are grouped by the assigned Work Plans. By default, the first Work Plan group with any incomplete task is expanded. However, you can expand and collapse the Work Plan groups. This view is saved when you come back to the screen after completing your actions.
|
5. To search for tasks, tap the search icon on the top of the task list, and then enter the required keywords in the search box.
As you type, the tasks are displayed matching your keywords and grouped by Work Plans because the default search is set to Contains.
6. To apply more filters to the task list, tap the filter icon next to the search icon.
The Filters modal is displayed with the following filter criteria:
◦ Priority
◦ Status
◦ Time
7. Select the applicable filters and tap View Tasks.
The list of tasks based on applied filters is displayed.
|
|
The View Tasks button displays the number of eligible tasks instantly as you select the required filters.
|
Windows
1. Open the Go app.
2. Click the event on the Calendar screen. The details of the event are displayed on the right hand side.
3. Click the Work Order linked to the appointment. The Work Order Detail screen is displayed on the right hand side.
4. From the Actions menu, click the View Service Tasks option. The list of associated tasks is displayed.
|
|
The tasks are grouped by the assigned Work Plans. By default, the first Work Plan group with any incomplete task is expanded. However, you can expand and collapse the Work Plan groups. This view is saved when you come back to the screen after completing your actions.
|
5. To search for tasks, click the search icon on the top of the task list and enter the required keywords in the search box .
As you type, the tasks are displayed matching your keywords and grouped by Work Plans because the default search is set to Contains.
6. To apply more filters to the task list, click the filter icon next to the search icon.
The Filters modal is displayed with the following filter criteria:
◦ Priority
◦ Status
◦ Time
7. Select the applicable filters and click View Tasks.
The list of tasks based on applied filters is displayed.
|
|
The View Tasks button displays the number of eligible tasks instantly as you select the required filters.
|