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Task lists are used to group and display tasks in an organised manner. The default landing page in AroFlo Field is typically set to display the user's scheduled tasks, however there are several different types of task lists that can be set for individual users.

Note

Please contact your Site Administrator if you would like to change your default landing page. For more information, see User Access Permissions.

Scheduled tasks

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When you log into AroFlo Field, you will see a list of tasks that have been scheduled to you. 

Tasks that have been scheduled for today are highlighted in yellow (may vary depending on the theme set) for easy identification. All other task list filters will highlight the tasks that are due today.

Tip
Assigned periodic tasks will also appear in the schedule if they are due within one week and are assigned to the current user.

Each schedule displays the:

  • date and start/finish times
  • task name (usually the job address)
  • client name
  • job number
  • task type e.g Installation, Maintenance, Service.
  • status e.g Not started, In progress, Pending, Completed.
  • priority e.g High, Med, Low


To access the task sheet, tap anywhere inside the schedule.

When you change the status of a task to 'Completed', the task will move from your Scheduled Tasks list to the Closed list.


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Filter tasks

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The Filter By menu provides several options for viewing tasks.

Info

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.

Tasks due today are highlighted in yellow (may vary depending on the theme set) for easy identification in any other filter area

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

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

Info
titlePermissions 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.


All

Shows all tasks.

Info
titlePermissions 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.


Nearest (GPS)

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

Tap the distance link to open your 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.



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Search for tasks

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

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


Tip

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



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Compliance items

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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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Related issues

Tip "Assigned periodic tasks will also appear in the schedule if they are due within one week and are assigned to the current user."

They appear within two weeks, not one.




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Hide From Anonymous User Macro


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These notes are hidden to the public:

I was going to suggest under Scheduled Tasks heading and "Each schedule displays the:"
1) Some of the fields shown actually depend on the settings in Site Admin (you can show/hide Task Type, Cust On, JN)
2) You can show SubStatus and substatus/colours