Managing Tasks

You can view all your assigned tasks from the My Tasks screen from the main menu.
Alternatively, you can view unassigned tasks from the Unassigned Tasks screen.
Individual tasks can only be created and assigned by PDM Web users.

Tap on a task to view its details.

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Here you can see all the relevant information for that task, including:

  • Task name
  • Status
  • Target date/time
  • Location (which includes address details, together with a map of the location)
  • Assigned to
  • Tags

You'll also see the order and customer information.
Tapping on the 'View Tasks' button will display the other tasks in the same order (this action requires you have an internet connection).

By using the tab menu at the top, you can also check the package details, any additional instructions, and all notes associated with the order.

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At the bottom of the screen, you'll see four options for managing the task:

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If the task is routable, you'll have the option to add it to a route here (see the My Routes PDM App tutorial for more details on managing your routes).
This button can also be used to move a task between routes or remove it from a route if the task is already on a route.

If you're ready to complete the task, tap the green 'Complete' button.
You'll be prompted to confirm any required details (such as whether or not the customer was present) and to capture any required signatures. 

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If the task has failed, tap the red 'Fail' button. You'll be prompted to fill in the required details, such as the outcome category and any other notes you wish to make.

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Finally, if the task has to be cancelled, tap the grey 'Cancel' button. You'll be prompted to fill in the necessary details, such as who has cancelled the task and the reason for cancellation.

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The task information will then be updated on the server and available to view on PDM Web.