Periodic Task Templates are suitable for managing recurring work and preventative maintenance. You set up your periodic task template in the Office interface, and AroFlo generates a task automatically each time the due date rolls around, whether that's daily, weekly, monthly, yearly or at a custom frequency.
View Periodic Task Templates in the Field
|
To view periodic task templates in AroFlo Field, scroll to the bottom of any Task List (e.g. Open, My Tasks, All) and tap Periodic Task Templates.
|
 |
Assigned Periodic TasksThe Periodic Task Templates listed under the Periodic Task Templates heading are those that are assigned to the current user and are set to generate a task within 7 days.
Tap the name of the template to open it. |
 |
Scheduled Periodic TasksPeriodic tasks that are due to be generated within the next two weeks will appear on the scheduled resource's Calendar or Timeline. |
 |
Manually Generate Periodic TasksThis may be useful when you need to attend a recurring event earlier than planned.
To generate a task from a periodic task template, select a Periodic Task Template and tap Generate Task.
|
 |
Enable Permissions for Periodic Tasks
|
By default, the Worker permission group does not have access to Periodics in Field. Your Site Administrator can change this using the following settings:
|
 |