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A job is called a 'task' in AroFlo, and there are various ways to create a task in the Field interface. The most direct way to create a new task is from your task list (the first screen that you see when you log in).  

Tasks can also be created from existing tasks, which enables the linking of tasks to allow for easier tracking of job history.


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Create from a task list

  1. Tap the Create Task button at the top of the task list (default landing page).
  2. To select a Client/Location: tap  (magnifying glass icon), select the client name/location and tap Select.
  3. To add a new Client/Location: tap (plus icon), enter the details, then scroll down and tap Create Client (or Create Location for an existing client).

    Note

    Users require additional permission to create new clients. For more information, see User Feature Access PermissionsSettings.


  4. Optional: Assign the task to a user(s) or business unit.
  5. Enter the name of the task into the Task Identification field.
  6. Enter a description of the work.
  7. Select a Reported By contact from the list.
  8. Tap Create.


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Create from an existing task

To create a new task based on the task you're currently working on:

  1. Tap the Create link in the top section of the task sheet. 
  2. Select from one of the following options:
    1. New Task (Client)
    2. New Task (Client, Location)
  3. The New Task page will load with the Client and Location pre-filled based on the existing task client and location details.
  4. Complete the remaining fields as described above.
  5. Tap Create.

 


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Create from clients/locations

To create a new task for a client and location that you don't have an existing task for:

  1. Go to Menu > Clients
  2. Use the Search option to find the client you need, or scroll through the client list by tapping through the page numbers at the bottom of the page.
  3. Tap the Client's name to reveal the menu.
  4. Tap Create New Task.
  5. Complete the fields as described above.
  6. Tap Create.


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Create from assets

Tasks can also be created directly against client assets:

  1. Go to Menu > Clients
  2. Find the client you need by using the Search option, or scroll through the client list by tapping through the page numbers at the bottom of the page.
  3. Tap the Client's name to reveal the menu.
  4. Tap Assets.
  5. Tap the asset name to reveal the menu.
  6. Tap Create New Task.
  7. Complete the fields as described above.
  8. Tap Create.


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