erp-manual:app:task:task-detail
Table of Contents
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
