How to Manage and Complete Tasks on the Mobile App

In this article:

• Finding Task on the Mobile App
• Creating Tasks from the Mobile App
• Action Assigned Task

The Site App Pro mobile app is where the work gets done. It’s designed to give your team in the field a clear view of the tasks assigned to them and simple tools to take action and complete their work directly from their mobile device.

Finding Tasks on the Mobile App

Assigned tasks are easy to find, appearing in a few convenient places so your team always knows what they need to do.

• The To-Do List: For immediate visibility, any task that is due will automatically appear on the user's main To-Do List when they log in.

• The Tasks List: This is the main hub for all tasks. Access it by tapping the menu icon (☰) and selecting Tasks. This will show a complete list of all tasks assigned to the user.

• From an Equipment Profile: To see all tasks related to a specific item, simply navigate to that item in the Equipment list and tap on its Tasks tab.

Creating Tasks from the Mobile App

Your team can also create tasks directly from the field, which is perfect for reporting issues or assigning urgent repairs on the spot.

To do this:

1. From the main menu, navigate to the Tasks list.
2. Tap the orange plus icon (+) in the top right-hand corner.
3. Input the Task Details, including a name, description, priority, and any relevant tags. Hit Next.
4. Set the "When & Who." Set a due date and time, then assign the task to a specific person or a user group.
5. Add Files. You can upload supporting files by taking a photo, choosing from your gallery, or adding a document from your Resource Library.
6. Attach Forms. If a form needs to be completed as part of the task (like an inspection checklist), you can attach it here.
7. Tap Create Task to save and assign the task.

Action an Assigned Task

When a user is assigned a task, they can interact with it to show progress and log their work.

1. Find and Open the Task:
   1. Navigate to the task from your To-Do list or Tasks list and
   2. Tap on it to open the details. You will see its current status, often indicated by a colour.
   3. Review the Details: Read the description and review any supporting documents or attached forms.
   4. Log Your Work: As you work on the task, you can:
• Add a Note: Leave a comment to show what you've done. This creates a clear audit trail of the task's progress.
• Upload Files: Add photos or documents as evidence of the completed work (e.g., a photo of the repaired item).
2. Update the Status:
   1. Tap Update Status to change the task's progress from "To Do" to "In Progress."
   2. When the work is finished, mark it as Completed.
3. Escalate the Task: If you are unable to complete the task, you can select Escalate task to reassign it to another person or group.