====== Share Task Update ====== ===== Overview ===== Share Task Update in SarasX Mobile App allows the user to generate a share-ready task summary and send it using the mobile share options available on the device. This is useful for: * Sending a quick update to the customer * Sharing task status with internal teams * Forwarding a structured task summary through WhatsApp or other sharing apps ===== Step 1: Open the Task ===== * Open the required task from the task list or admin dashboard * Go to the [[erp-manual:app:task:task-detail|Task Detail]] screen ===== Step 2: Use the Share Action ===== * Tap the share action shown at the top of the task detail screen * Tap the **Share** action shown at the top of the Task Detail screen The mobile app asks SarasX server to generate the share content using the configured report template. ===== Step 3: Review the Preview ===== * SarasX Mobile App opens a preview sheet * Review the text generated for sharing This preview helps the user verify: * customer or site * task id * status * due date or visit date * assigned user **Note**: The exact content depends on the report template configured in SarasX for that task type. ===== Step 4: Share the Content ===== * Tap the share button in the preview * Choose the required app from the device share options Typical sharing targets may include: * WhatsApp * email * other messaging applications available on the phone ===== Scenario: More Than One Share Format Is Configured ===== Some task types may have more than one share report configured. In that case: * System may show the available share choices first * User selects the required share format * Then the preview is generated for that selected format ===== Important Points ===== * The shared content comes from SarasX report configuration and not from manually typed text * The preview allows the user to validate the message before sending it * Share options shown after preview depend on the mobile device and installed apps