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When you log into AroFlo Field, you will see either the  Main Menu,   Schedule Timeline  or a  Task List.  

Which view you see is determined by your Feature Access Settings. Please contact your Site Administrator if you want to change your default landing page.

Access the Task List

To access your Task List, go to the main menu and tap Tasks.

If you see the Schedule view, tap the  Task List  button at the bottom of the screen.

View tasks

From here, open tasks will populate. Tap on a task to open it.

Task Overview

If you want to see an overview of a task without going into each one, one by one, tap the (eye icon) to the right of the listing. Tap View Task to open it, or tap away to close the overview.

Filter tasks

The (filter) icon provides several options for viewing tasks.

Please note some options require certain permissions (available to pre-built Supervisor or Management groups) and/or Site Administration settings for your company or business unit.


OptionDescription
OpenShows open tasks assigned or scheduled to the user.
ClosedShows completed tasks assigned or scheduled to the user.
My TasksShows open tasks assigned or scheduled to the user
All

Shows all tasks.

Permissions required

Available to users in the Supervisor or Management pre-built permission group.

Custom groups require Permission Groups > Tasks > Filters > Assigned or Scheduled to User > View to be un-ticked.

Due DateShows all tasks by due date.
PriorityShows all tasks by priority.
PickList

Shows both unassigned and unscheduled tasks, which Field users can assign and/or schedule themselves to.

Permissions required

Available to users in the Supervisor or Management pre-built permission group.

Custom groups require Permission Groups > Tasks > Filters > Picklist in Field > View to be ticked.

ProjectsLists tasks that have been created within a project. Each project has a header and the related tasks appear below the header.
Nearest (GPS)

Sorts tasks by distance based on distance from your current GPS co-ordinates.

Tap the distance link to open the default map application on your mobile device.

Nearest (Address)

Sorts tasks by distance based on job address.

You can type in an address as the base location instead of your current GPS location.

Search for tasks

The Search feature allows you to search for tasks based on the following criteria:

  • Task Name
  • Ref Nr
  • Job Number
  • Cust Order Number
  • Description
  • Client
  • Location
  • Custom Field

All search functions within AroFlo require a minimum of three characters.

Compliance items

Any compliance forms that you've opened but haven't completed (either from a Task, Asset or via the Compliance Forms menu) are displayed at the bottom of your task list as a reminder that these forms need to be completed and closed.
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