Under Tasks you find the tasks you and your colleagues work with. You can search, filter, create new tasks and handle them directly in the app.
Tasks are shown grouped and can be searched and filtered (for example by status, type, assignee, created by and date) via the list settings.
Switch organizational unit at the top to see tasks in another unit.
Assign to me puts an unassigned task on you if it does not yet have an assignee.
If the task is linked to a sales order, it opens the sales order; otherwise it opens the task itself.
Tap New task, enter a title and choose a task type, and save. The task opens afterwards so you can fill in the rest.
On the task you see, among other things, the type, title, description, status, from/to date, assignee and who created it. You can:
Edit the individual fields (title, description, status, dates, assignee).
Add field to start using a field that is not yet filled in.
View and add attachments.
View the work log (logged time) on the task.
With Complete you mark the task as done when the work is finished. You are asked to confirm.
Which task types, statuses and fields are available is controlled by the setup in Sapera.
Colours for type and status follow the setup you have chosen.
