Workflow task lists include a preview panel to display essential job information from a selected task. Simply click any row or the (eye icon) on a task list to open the task preview panel.
- Quickly find the right task without accessing the whole Task Worksheet
- Works in search results
- Easily check a task location, description, who's assigned, notes, linked tasks, and whether it's invoiced
- Update the status, substatus, and priority
- Access the task timer
- Access the task progress at a glance
- Click once more to open the task in full to view job sheets, invoices, documents & photos, etc.
Availability
The Task Preview is also available in the following areas of AroFlo:
Open the Task Preview
The Task Preview is available on all task lists in the Workflow menu.
The Task Preview will open and the selected task will display a (green eye icon). Once finished, click Hide Preview, or click away from the row to close the panel. |
|
- Click View Task or the task name to open the task in full.
- The Task Preview will remember the tab you were on, when switching between tasks. This is a handy way to quickly view the details (e.g. notes) for tasks in the list.
See below for more things you can do within the preview.
Task Preview Fields
The Task Preview includes fields that are also found on the Task Worksheet.
- The Task will autosave if editing the Status, Substatus, Priority, or Resources.
- Fields with the (link icon) can be clicked for more information.
Header
|
|||||||||||||
Overview
|
|||||||||||||||||||||||||||||||
Notes
Task Notes can be used to keep track of communication with your customers or between field staff and office staff. Notes can also be created in the Task Preview. | |
Items
The Items section gives you a snapshot of the following areas: Clicking a section or the (Open in New icon) will go to the relevant part of the task (except Task Progress).
|
|||||||||||||||