Tasks Tab
| Standard | Professional | Advanced | |
| Article applies to: |  |
 |
|
The Tasks Tab of the iPhone app shows a list of all tasks assigned to the selected user. You can change the display options to show details for other or all users (if you have permission to do so) as well as adjusting sort and filter options. You can also view more details about a task simply by tapping on it.
As well as completing tasks and tracking time you can also add new projects tasks and edit existing ones.
For more control and for complex projects we suggest using the main ProWorkflow application to add or edit project tasks.
Display Options
Show Info
- Tap “Change’
- Tap the user who you wish to Show Info for
- Tap “Done”
Sort & Filter
- Scroll up to view the Sort & Filter options
- Tap the “Sort By” option you require
- Tap the “Filter By” option you require
Completing Tasks & Tracking Time
Completing a Task
- Check the arrow icon is present as shown, if not tap the tick icon
- Tap the empty circle next to a task
Tracking Time
- Check the tick icon is present, if not then tap the arrow icon
- Tap the arrow icon next to a task to start timing
- Tap the square icon (either on the main section or in the header) to stop timing
Adding Time Manually
- Tap the task then tap the “+” icon
- Enter the start time, amount of time and any notes
- Tap “Save”
Creating & Editing a Project Task
Create a Task
- Tap the "+" icon
- Fill in the Task Details
- Tap “Next
- Select the staff you want to assign to the project
- Tap “Save”
Editing a Task
- Tap the Task you want to edit
- Tap “Edit“
- Follow steps 2-5 for Creating a Project
