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Edit Task (Mobile App)

Task editing allows real-time updates, enhancing accuracy and flexibility to keep work aligned with project needs.

Updated over 2 weeks ago

To easily update and manage your tasks through our mobile app, follow these steps. This guide will walk you through the process, ensuring that your tasks are accurate and up-to-date.

  1. Access Your Tasks:

    • After logging in, tap the menu icon in the top left corner and select "Tasks" from the list. Under the "My Tasks" tab, find and click on the task you want to edit.

      Access task list from mobile navigation menu.

      View assigned tasks in the mobile task list.

  2. Begin Editing:

    • When you open the task, it will be in View mode by default. To make changes, tap the Edit icon located in the top right corner.

      Review task details including status, priority, and asset.

  3. Update Task Details:

    • In the "Details" tab, enter the necessary information, such as the Actual Start and End Date, and provide a Description of Activities Carried Out. You can also add images to document the task's progress.

      Edit task details and add actual work information.

  4. Attach Documents:

    • If you need to add any attachments, navigate to the "Documents" tab. Click on the Plus button in the bottom right corner to upload the relevant files.

  5. Save and Complete the Task:

    • After you've updated all the necessary details, tap the diskette icon in the top right corner to save your changes. A list of options will appear—select "Complete" to finalize the task. In case you've selected "Complete", the task will then be removed from "My Tasks" and can be viewed under "All Tasks."

      Save task updates and mark task as complete.

      View closed tasks in the All Tasks tab.

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