erp-manual:app:task:assign-task
Table of Contents
Assign Task
Overview
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
Step 1: Open the Task
- Open the required task from the admin dashboard or task list
- Go to the Task Detail screen
Step 2: Check if Assign Action is Available
- 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.
Step 3: Search for the User
- 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.
Step 4: Select the User
- Choose the required user from the suggestion list
- Confirm the assignment
System saves the task allocation from the mobile app.
Step 5: Review the Result
After successful assignment:
- A success message is shown
- Task Detail refreshes
- The assigned user becomes visible in the task information
Important Points
- 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
erp-manual/app/task/assign-task.txt · Last modified: by 127.0.0.1
