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erp-manual:app:task:share-task-update

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