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 on status, type, responsible, created by and date) via the list preferences. You can save your filters as a view you can return to.
Change organizational unit at the top to see tasks in another unit.
Swipe the line and tap Assign to me to take an unassigned task, if it does not have a responsible yet.
The task you are checked in on (that is, where your time is running) is highlighted in the list, so you can quickly see where time is being booked.
The colour on the left edge follows the colour of the task type.
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, choose a task type and save. The task opens afterwards so you can fill in the rest.
On the task you see a summary with created by, task type, title, description, status, from and to date, responsible as well as when the task was started and completed. You can:
Edit the individual fields (title, description, status, dates, responsible).
Use Add field to start using a field that is not filled in yet.
View and add attachments.
View and edit the work log.
The work log shows the time logged on the task. You can edit it:
Tap + in the work log table to add a line manually.
Tap a line to edit it, or remove it if it is wrong.
If you have chosen it in the setup, start and end time are hidden so you only enter the duration.
You can add an attachment to the task by taking a photo, picking an image from the phone or recording a video. You are asked for a title for the attachment. Tap an attachment to open it, or remove it again.
With Complete you mark the task as done when the work has been carried out. You are asked to confirm.
Which task types, statuses and fields are available is controlled by the setup in Financial.
Colours on type and status follow the setup you have chosen.
If you cannot see the menu item, you probably do not have permission for it – contact support.
Want to know more?
Read more in these related articles:
Sales orders
Create and work with sales orders in Sapera Mobile: line items, barcodes, time logging, collecting items, invoicing, payment and SMS.
My day
Get an overview of today's tasks and sales orders, see logged time versus planned time, and request approval of your time.
List preferences and saved views
Filter and sort lists in Sapera Mobile, save your preferences as a view, share it with colleagues, and set it as the default.
Tasks
Complete guide to Tasks in Sapera: creating and editing tasks, the Work log tab, the Attachments tab, recurrence, the Task information side panel, the Calendar and integration with sales orders.
