To access your Task List, go to the main menu and tap Tasks.

If you see the Schedule view, tap the Task List button at the bottom of the screen:

From here, open tasks that are accessible to you will populate. Tap on a task to open it.

The (Filter By) icon provides several options for viewing tasks.

List of options

Option	Description
Open	Shows open tasks assigned or scheduled to the user.
Closed	Shows completed tasks assigned or scheduled to the user. Final Invoices If a final invoice has been raised for the task, an Invoiced label will display. Tap the task to go straight to the invoice. If the final invoice has been marked as Pending Approval or Approved, the task will no longer be visible in your Completed Task list.
My Tasks	Shows open tasks assigned or scheduled to the user.
All	Shows all tasks. Permissions required Available to users in the Supervisor or Management pre-built permission group. Custom groups require Permission Groups > Tasks > Filters > Assigned or Scheduled to User > View to be un-ticked.
Due Date	Shows all tasks by due date.
Priority	Shows all tasks by priority.
PickList	Shows both unassigned and unscheduled tasks, which Field users can assign and/or schedule themselves to. Permissions required Available to users in the Supervisor or Management pre-built permission group. Custom groups require Permission Groups > Tasks > Filters > Picklist in Field > View to be ticked.
Projects	Lists tasks that have been created within a project. Each project has a header and the related tasks appear below the header.
Nearest (GPS)	Sorts tasks by distance based on distance from your current GPS coordinates.
Nearest (Address)	Sorts tasks by distance based on job address. You can type in an address as the base location instead of your current GPS location.

Nearest options

When using any of the two Nearest options, results will display from nearest task to furthest. Tap the info to open the corresponding task, the (eye icon) to view an overview (see above), or tap the (blue location pin) to navigate there using your device's maps application.

 

 

 

 

Use the search feature to search for tasks based on the following criteria:

• Task Name
• Reference Number
• Job Number
• Customer Order Number
• Description
• Client
• Location
• Custom Field

Scroll to the bottom of your task list to access the following options:

Daily Compliance Templates

This option ties into the Safety Plan feature. It is a curated list of daily forms that have been assigned to a user that they may need to complete. Tap on the form name in that menu to complete them as usual.

Compliance Items

Any compliance forms that you've opened but haven't completed (either from a Task, Asset or via the Compliance Forms menu) are displayed at the bottom of your task list as a reminder that these forms need to be completed and closed.

If a user accesses the task list and they have a periodic task assigned to them with a generation due date under 7 days away, they will see a Periodic Task Templates button.

To access a periodic task template through the task list:

1. Scroll to the bottom of the task list.
2. Tap the Periodic Task Templates button.
3. Tap the name of the template you'd like to view.

For more information about administering periodic task templates in AroFlo Field, see Periodic Tasks.