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Complete tasks on a work order

There are 3 ways you can mark a task as complete using the mobile app:

  • Complete a task with details, which allows you to input additional notes and specify how long the task took to complete.

  • Quick complete, which allows you to close multiple general and text tasks at once.

  • Swipe to complete, which allows you to quickly mark individual tasks as complete, directly from the task list.

To learn more about each of these methods of completing tasks, use the links above to jump to the corresponding section in this article.

To learn more about tasks in general (including the color-coding and task type icons), see View Tasks on a Work Order. Need to reopen a task you marked as complete? See Reopen a Task to learn how.

Complete with details

This method of completing a task is best for when you want to add additional notes or specify how long you spent completing the task. You can also use this method to log work against a task without marking it as complete.

To complete a task with details:

  1. In the mobile app, navigate to the Work Orders feature.

  2. Tap a work order.

  3. Tap the Tasks tab.

  4. Tap the Log work button for the task you want to complete:

    A task with the Log work button highlighted.

    The icon on this button differs based on task type. To learn more, see View Tasks on a Work Order.

  5. (Optional) If the task already has work logged against it, you can click View previously logged work button to see more details.

  6. Do one of the following, depending on which type of task you're completing:

    • For general and text tasks, record the time spent and task notes.

    • For meter reading tasks, record the reading, time spent, and task notes.

    • For inspection tasks, click the Pass or Fail button. Then, record the time spent and task notes.

  7. Do one of the following:

    • To mark the task as complete, verify that the Complete task toggle is switched on:

      The Complete task toggle switched on.
    • To log work without marking the task as complete, switch the Complete task toggle off:

      The Complete task toggle switched off.
  8. Click Save.

 

Quick complete

Before You Begin

This method only marks general and text tasks as complete. If you have any meter reading or inspection tasks, you'll need to complete those individually using one of the other two methods.

This method of completing tasks is best for when you want to quickly mark all of your general and text tasks as complete.

Unlike completing a task with details, this method doesn't allow you to record time spent or notes. Instead, it records the estimated time as the time spent. For example, if the estimated time for the task was 4 hours, the app would record 4 hours as the time spent completing the task.

To complete tasks with quick complete:

  1. In the mobile app, navigate to the Work Orders feature.

  2. Tap a work order.

  3. Tap the Tasks tab.

  4. Tap Quick complete:

    The Tasks tab with the Quick complete button highlighted.
  5. In the warning that appears, tap OK:

    The warning that's displayed when you click the Quick complete button. It warns you that if you need to reopen any tasks later, you'll need to reopen each one individually.
 

Swipe to complete

This method of completing a task is best for when you want to quickly mark individual tasks as complete. You can also use it alongside the other methods. For example, you could use quick complete to close off all your general and text tasks, and then use swipe to complete for any inspection or meter reading tasks.

As with the quick complete method, this method doesn't allow you to record time spent or notes. Instead, it records the estimated time as the time spent. For example, if the estimated time for the task was 4 hours, the app would record 4 hours as the time spent completing the task.

To complete a task by swiping:

  1. In the mobile app, navigate to the Work Orders feature.

  2. Tap a work order.

  3. Tap the Tasks tab.

  4. Swipe left on a task you want to complete. The app displays a green bar at the right of the task as you swipe:

    A task that a user has started swiping left on. A green bar is displayed at the right of the task.
  5. If the task you swiped is an inspection or meter reading task, enter the reading or inspection result, and then swipe left again:

    The Enter reading field that's displayed on meter reading tasks when you swipe left.

Video

Want to see this feature in action? Check out the video below:

 
 
 
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