Periodic Task Templates are suitable for managing recurring work and preventative maintenance. You set up your periodic task template in AroFlo Office, and AroFlo generates a task automatically each time the due date rolls around, whether that's daily, weekly, monthly, yearly or at a custom frequency.
View Periodic Task Templates
Periodic Task Templates list
To view periodic task templates in AroFlo Field, scroll to the bottom of any Task List (e.g. Open, My Tasks, All) and tap Periodic Task Templates. Why can't I see the button? The button only appears if you have periodic task templates assigned to you and are set to generate a task within 7 days. From the list of templates that appear, tap the name of the template to open it. |
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From Task
Alternatively, to view the template from a periodic task, tap More > Periodic Task Template. You can also view the periodic task history from here. How can I tell if a task is periodic?The frequency of the periodic task will be appended to the start of the task name. |
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Scheduled Periodic Tasks
Periodic tasks that are due to be generated within the next two weeks will appear on the scheduled resource's Calendar or Timeline. | |
Manually Generate Periodic Tasks
This may be useful when you need to attend a recurring event earlier than planned. To generate a task from a periodic task template, select a Periodic Task Template and tap Generate Task.
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Enable Permissions for Periodic Tasks
By default, the Worker permission group does not have access to Periodics in Field. Your Site Administrator can change this using the following settings:
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