erp-manual:app:task:share-task-update
Table of Contents
Share Task Update
Overview
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
Step 1: Open the Task
- Open the required task from the task list or admin dashboard
- Go to the Task Detail screen
Step 2: Use the Share Action
- 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.
Step 3: Review the Preview
- 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.
Step 4: Share the Content
- 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
Scenario: More Than One Share Format Is Configured
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
Important Points
- 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
erp-manual/app/task/share-task-update.txt · Last modified: by 127.0.0.1
