Share Task Update

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

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

• 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.

• 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.

• 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

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

• 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