Want to send all of today’s job sheet forms to your mobile workforce, without doing it one form at a time?
The new Task Import facility lets you import tasks (eg “Fill in form XYZ for Client ABC”) and optionally send those tasks to the mobile users too, all with a quick upload of an MS-Excel spreadsheet.
As well as creating tasks manually, you can create an Excel spreadsheet and upload them, either one at a time or en masse.
When you’re viewing a Task record, the Send button will send the Task to the assigned app user. They will receive it on their mobile device, to prompt them to do whatever you’ve specified.
You cannot send a Task until you specify one or more Activities for the Task.
Once you send a Task, the Task fields will be locked and no longer editable – though this may change in future versions.
The Delete button is always available and allows you to remove a Task at any time.
This will permanently delete the Task and its Activities, so take care when doing so.
When you click on the Tasks tab, you will enter the Tasks listing screen.
Here you can add new tasks and manage existing ones.
The Tasks Screen