Assign Task

Assign Task in SarasX Mobile App allows task admin users to allocate a task to a user directly from the task detail screen.

This is useful for:

• Assigning a newly created task
• Reallocating a task to another engineer or staff
• Quickly distributing workload from the mobile app without returning to desktop ERP

• Open the required task from the admin dashboard or task list
• Go to the Task Detail screen

• Look for the assign action at the top of the task detail screen
• Look for the Assign action at the top of the Task Detail screen

This action is visible only when:

• the user has the required task admin permission
• the task document type allows assignment in that mobile flow

Note: If the assign action is not visible, the user may not have permission to assign that task.

• Tap the assign action
• Start typing the user name

System uses the SarasX auto-complete flow and shows only the users allowed by the configured assignment role.

• Choose the required user from the suggestion list
• Confirm the assignment

System saves the task allocation from the mobile app.

After successful assignment:

• A success message is shown
• Task Detail refreshes
• The assigned user becomes visible in the task information

• Assignment is protected by permission and not only by screen visibility
• The user list is controlled by SarasX role-based configuration
• Task assignment done from mobile is saved to the main SarasX task allocation flow