Managing Tasks

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

Tap on a task to view its details.

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

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

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

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

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

If the task is routable, you'll have the option to add it to a route here (See "My Routes" for more details on managing your routes). 

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.

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

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. 

The task information will then be updated on the server.