Tasks
Tasks are NetSuite tasks, project tasks, non-working days, leave requests, or any other record that spans time and can be assigned a resource. Tasks appear as rectangular elements with a label and status icon. Tasks may be single day or multi-day, have a primary assignee and secondary assignees.
Color Coding
Tasks are color-coded to make browsing them easier. By default, tasks are color-coded based on their priority. Completed tasks are gray but still show the priority in the border.
Icons
Tasks will show a status icon in the top right corner if they are on today or have activity on them.
Clock
Status is Not Started.
Vehicle
Status is In Progress but the primary assignee hasn't been detected on site.
Person
The task status is In Progress and the primary assignee has been detached on site.
Check
Status is Completed.
Alert
Status is Not Started and the start time has passed.
Error
Changes made to this task failed to save to NetSuite.
Context Menu
Right clicking or Ctrl + Left clicking on a task will open a context menu. Click on the customer, project, case, task, or asset name to link through to the record in NetSuite.
Marker
Centers the map on the task.
Download
Downloads the current version of the service report for that task.
Copy
Opens a new record form in NetSuite that is a copy of this task.
Cancel
Resets changes for this task.
Save
Saves changes for this task.
Time Zone
Tasks will display a time zone name with their date and time if they are not in the same time zone as the current view. The context menu will always show the task’s time zone.