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erp-manual:app:task:task-detail

Task Detail

Overview

Task Detail in SarasX Mobile App allows users to open a task and work with the detailed information, updates, logs, attachments, AMC records and other actions configured for that task.

This screen is useful for:

  • Reviewing the current task information
  • Checking past updates and logs
  • Viewing attachments and AMC details
  • Using task actions such as assignment or sharing, when those actions are available

Step 1: Open a Task

  • Open the required task from the task list or admin dashboard
  • System opens the task detail screen

The top of the screen shows the task identity and the actions available for that user.

Step 2: Review the Header Information

Depending on configuration, task detail may show:

  • Customer or site name
  • Short task subject or description
  • Due date or visit date
  • Current status
  • Assigned user
  • AMC indicator, if the task is linked to an active AMC context

Step 3: Use the Tabs

Task detail can include the following tabs:

  • Update
    • Used to add the latest update, change the task status and attach update-related images
  • Log
    • Used to review the task log history
  • Attachment
    • Used to review task attachments
  • AMC
    • Used to review the AMC records related to that task profile

Note: The visible tabs and their exact labels depend on how the SarasX mobile view has been configured.

Step 4: Use the Task Actions

Depending on permission and configuration, task detail may allow:

Some actions are visible only for task admin users.

Step 5: Refresh the Detail

  • Pull downward to refresh the task detail screen

This refresh helps update:

  • Task header
  • Task log
  • Task attachments
  • AMC data

Important Points

  • Task detail is the main working screen after a task is opened
  • Update, log, attachment and AMC are kept together so the user can work without leaving the task context
  • Some actions such as Assign Task and Share Task Update are permission-driven and may not be visible to every user
erp-manual/app/task/task-detail.txt · Last modified: by 127.0.0.1