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erp-manual:app:task:assign-task

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