Update Task
Overview
Update Task in SarasX Mobile App allows the user to record the latest task progress, change the task status, provide due date when required, and save the update in one flow.
This is useful for:
Recording the latest visit or work progress
Moving the task to the next status
Confirming the work done
Attaching update-related images at the same time
Step 1: Open the Update Tab
Open the required task
Go to the Update tab
System shows the task update form configured for that task type.
Step 2: Provide the Update Text
Type the update message in the update area
Describe what was checked, completed, observed or still pending
The text entered here becomes part of the task log trail.
Step 3: Change the Status
Examples of status movement may include:
Work In Progress
Waiting for Parts
Review Pending
Closed
Note: The actual status values are controlled by SarasX configuration for that tenant.
Step 4: Provide the Date if Visible
If the due date or visit date field is visible, provide the required date
If the field is not visible, continue without it
This field may represent different meanings such as:
Due date
Visit date
Plan date
The exact label depends on the task document configuration.
Step 5: Add Images if Required
Use the image picker in the update tab
Select one or more images from gallery or camera
Review the image preview before saving
Selected images are prepared and uploaded as part of the task update flow.
Step 6: Save the Update
During save, SarasX Mobile App may show progress such as:
Saving log
Uploading images
Task completed
After save:
Important Points
Task update is saved together with the status change
Date is required only when that field is configured and visible
Image upload is part of the same update flow and should be completed before saving
After save, users should review the refreshed task detail to confirm the result