Update Task Status

Learn how to manage your Task Status in AroFlo Field

Updated on January 3rd, 2024

The status of a task informs anyone viewing the task what its overall progress is. You can set a main status and an (optional) substatus.

 

The status and substatus are shown on the task header. Click on these to edit. Remember to Save the task.

 

Main Status

The four main statuses a task can have in AroFlo are shown in this table.
 

To make it easier to see what status the task is in, they are colour coded.

Status Description
Not Started The default status for all new tasks.
In Progress Set this status when you start work on the task to indicate that work is underway.
Pending Set this status if you are waiting for something to happen, e.g. waiting on parts, the client, or a technician to return and finish.
Completed Set this status once the work is finished so the task can be either invoiced or archived as needed.

 

Substatus

A main status can have an associated substatus to provide additional information on why the task is in its current status. Substatuses are unique to your business and are set up by your site administrator.

User-defined substatus settings are available for Quotes and Tasks and a range of sample substatuses are available by default on new AroFlo sites.

 

After selecting the Main Status, tap the Substatus and select an appropriate option and then Save.

The substatuses that display are dependent on the main status. These are example substatuses only

 

Reactivate a Task

If you need to continue working on a completed task (e.g. add further labour or materials to it), scroll down on the task and tap Re-activate Task. This will put it back into the Not Started status, so you can add any missing info and then complete the task again.