Task List Screen

The Task List screen is the “home” screen of Field Service Mobile.

From this screen, you can:

• see assigned tasks

• view a map showing the location of all assigned tasks

• select one task to show more detail

• refresh the task data from the cloud

• add new tasks

• logout of the system.

The Task List screen displays all of the tasks assigned to you for a set date range.

By default, the date range is from 5 days before to 5 days after the current date.

Depending on your device's resolution, the Field Service Mobile app might show a map to the right of your task list.

Note:

You can have more than one task set to in progress. In this document where a reference is made to the “selected task” this refers to the task that was selected for viewing in the Task list on the Task List screen.

Task List screen in detail

The Task List screen is the “home” screen of Field Service Mobile. From here, you can see assigned tasks, view a map of all assigned tasks, select a task for more details, refresh task data from the cloud, add new tasks, and log out.

Section	Task	Effect	Availability	Errors/Alerts Shown	Highlighted in Screenshot
Show Map View button	Lets you show or enlarge (depending on your device’s screen resolution) the map showing your current location and the locations of all tasks in the Task list.	On low or medium resolution mobile devices: Hides the Task list so that the Map panel now shows. On high resolution mobile devices: Hides the Task list so that the Map panel now takes up the entire width of the screen.	Always	None	1
Offline indicator	Informs you that the Field Service Mobile app is not able to connect to the internet to communicate with the cloud.	None	When the mobile device is not connected to the internet or if the cloud server(s) are unavailable.	None	2
Log Out button	Lets you log out of the Field Service Mobile app.	Logs you out of the app and then displays the Login screen.	Always	None	3
Refresh Data button	Lets you force the app to reload task data from the cloud.	Clears the Task list of all Task List entry instances. Then reloads the most up to date task date from the cloud and populates the Task list with Task List entry occurrences based on the data downloaded.	When the Offline indicator is not showing.	None	4
Add New Task button	Lets you add a new task that is not related to any other tasks in the Task list.	Displays the Add New Task screen.	Always	None	5
Task list	Lets you see basic information for each task assigned to you within the configured date range.	None	Always	None	6
Task list entry	Lets you see basic information for a particular task displayed in the Task list. Each Task List entry is divided left-to-right into two sections: The first is the Task List Entry button and the next is the Task List Entry Map Launch button. There are 5 display styles for Task List entry. See Task List entry display styles explained below for explanation.	None	If there's one or more tasks assigned to you that fall within the configured date range.	None	7
Task list entry button	Lets you see more details for a particular task in the Task list. This also functions as a button that displays the Selected Task Details screen when you press it.	Displays the Selected Task Details screen showing detailed data for the selected task.	When there are one or more Task List entry occurrences shown in the Task list.	None	8
Task list entry map launch button	Lets you use your device's default GPS mapping application for advanced mapping capabilities, like live traffic information.	Launches your mobile device’s default GPS mapping app to show the route from your current location and the location for the selected task.	When there's one or more Task List entry occurrences shown in the Task list.	None	9
Map panel	Lets you see your current location and the location of each of your assigned task. Pressing any Task Location button will display the Selected Task Details screen in Map View, so you can see more details about the selected task.	If you press on one of the Task Location buttons, then the Selected Task Details screen will be displayed in Map View. See Task List map view explained below for more detail. Displays the alert below if you attempt to pan the map with only one finger.	Always	“Use two fingers to move the map”	10

The following is a screenshot of the Task List screen in a low or medium resolution mobile device:

The following is a screenshot of the Task List screen in a high resolution mobile device:

Task List entry display styles explained

The Task entry occurrences in the Task list have 5 visual styles that inform you of the task status. These are explained below.

The Data Loading Status describes whether the app has finished loading the data for this particular task from the cloud. The possible values are Loading and Loaded.

The Task Status reflects the progress of a task from start to end. The possible values are Not Started, In Progress and Completed.

Data Loading Status	Task Status
Loading	Not Started or Completed
Loading	In Progress
Loaded	Not Started
Loaded	In Progress
Loaded	Completed

Task List map view explained

This map panel shows you symbols signifying your location as well as the location of each of the assigned tasks.

Like most GPS apps, you can zoom in, zoom out and pan around the map to see the location and level of details you need.

Technician Symbol

The location of the technician is signified by an instance of the Technician Symbol.

If Field Service has a photo of the technician, it’ll show up as part of the symbol.

Task Location Symbol

Each task location is signified by an instance of the Task Location icon.

Pressing on any one of these icons will display the Selected Task Detail screen in Map View lets you see more details for the selected task.

Zoom In

To zoom in on the map, spread two fingers apart on your device's screen where you want to zoom. Double-tapping quickly in one location on the map will also zoom in.

Zoom Out

To zoom out, pinch two fingers together anywhere on the map on your device's screen.

Pan North/South/East/West

To pan around the map, place two fingers anywhere on the map on your device's screen and slide up, down, left or right.

General Notices