Task Tab

The Task tab lets you create a new task.

If the selected task has a case, then the new task will have the same case.

This tab has two screens: the Add/Edit/Delete New Task For Current Case screen and the New Task List For Current Case screen.

The first time you enter the Task tab for a selected task, you will see the Add/Edit/Delete New Task For Current Case screen.

After you fill out all the required fields and save, you can go to the List New Tasks For Current Case screen to see the new task in the list. From there, you can go to the Add/Edit/Delete New Task For Current Case screen to add, edit or delete the currently selected task.

Even after saving to the cloud, you can still edit the task and save updates over the existing data.

Add/Edit/Delete New Task for Current Case screen in detail

This screen lets you add, edit and delete new tasks.

Section	Task	Effect	Availability	Errors/Alerts Shown	Highlighted in Screenshot
Back button	Lets you go to the New Task List For Current Case screen.	Displays the New Task List For Current Case screen.	Always visible. However, if there are no saved new tasks for the current case to display, then pressing the button has no effect.	None	1
Toggle Selected Task Details Screen Visibility button	Lets you access functions on the Selected Task Details screen. This button, positioned in the Control Bar, spans the entire width of the screen except where other buttons are placed. When you save the task, you'll see the new task number inside this button.	Shows the Selected Task Details screen.	Always	None	2
Delete Task button	Lets you delete a previously saved new task.	Shows the alert below. If you press OK, then the current new task for the current case is deleted and all values on the Add/Edit/Delete New Task For Current Case screen are reverted to the default values. If you press Cancel, then the alert is hidden, and no changes are made.	If you have recently saved the data for a new task or has opened Add/Edit/Delete New Task For Current Case screen by pressing on a Task List entry in the Task list and haven't changed the data entry fields on the Add/Edit/Delete New Task For Current Case screen.	Shows the alert “Are you sure you want to Delete? OK. Cancel”.	3
Saving To Cloud indicator	Lets you know that the new task details are being saved to the cloud.	None	After you press the Save button until the data has been saved to the cloud.	None	4
Discard Changes button	Lets you clear any changes made in the Add/Edit/Delete New Task For Current Case screen.	Shows the alert below. If you press OK on the alert, then Field Service Mobile reverts the contents of all data entry fields to the previous values. If no new task data has been saved previously for the selected task, then all data entry items will be set to default values. If new task data has been saved previously for the selected task, then all values revert to their previous values when the new task data was last saved. If you press Cancel on alert, then the alert is hidden, and no changes are made.	As soon as changes are made to any of the data entry items in the Add/Edit/Delete New Task For Current Case screen.	Shows the alert “Are you sure you want to discard your changes? OK. Cancel”.	5
Save button	Les you save any changes made in the Add/Edit/Delete New Task For Current Case screen.	Saves all the data entered in the Add/Edit/Delete New Task for Current case screen.	As soon as changes are made to any of the data entry items in the Add/Edit/Delete New Task For Current Case screen.	None	6
Type dropdown list	Lets you record the task type for the new task.	None	Always	None	7
Message text box	Lets you record text notes for the new task.	None	Always	None	8
Assigned dropdown list	Lets you assign a primary technician for the new task by selecting one entry from the dropdown list.	None	Always	None	9
Assigned multiselect list	Lets you assign one or more technicians to the task by selecting in the Assigned multiselect list.	None	None	None	10
Task Date selection field	Lets you enter a date for the new task.	If all of the field sections do not form a valid combination of values, then the alert below prompts.	Always	Shows the alert “Please enter a valid value. The field is incomplete or has an invalid date.” Note: This field only lets you enter numbers. Depending on the configuration of your mobile device’s operating system, the date format will either be DD/MM/YYYY or MM/DD/YYYY. You can only enter a valid date in each section. For the DD section: if you enter a value above 31, the value changes to 31 when you leave the field. For the MM section: if you enter a value above 12, the value changes to 12 when you leave the field. For the YYYY section: if you enter value 0000, then the value in the field section becomes 0001. All other values are accepted as valid. However, even if you enter values within the valid range for all field sections, all the sections combined should form a valid date. Otherwise, the alert “Please enter a valid value. The field is incomplete or has an invalid date.” will prompt.	11
Task Start Time selection field	Lets you enter the start time for the new task.	None	Always	None Note: Only accepts entry of a valid 24-hour time value in the format HH:MM. Only accepts entry of numbers in either the HH or MM section. For the HH section: if you enter a value above 23, the value changes to 23 when you leave the field. For the MM section: if you enter a value above 59, the value changes to 59 when you leave the field.	12
Task End Time selection field	Lets you enter the end time for the new task.	None	Always	None Note: Only accepts entry of a valid 24-hour time value in the format HH:MM. Only accepts entry of numbers in either the HH or MM section. For the HH section: if you enter a value above 23, the value changes to 23 when you leave the field. For the MM section: if you enter a value above 59, the value changes to 59 when you leave the field.	13

Section

Task

Effect

Availability

Errors/Alerts Shown

Highlighted in Screenshot

Back button

Lets you go to the New Task List For Current Case screen.

Displays the New Task List For Current Case screen.

Always visible.

However, if there are no saved new tasks for the current case to display, then pressing the button has no effect.

None

Toggle Selected Task Details Screen Visibility button

Lets you access functions on the Selected Task Details screen.

This button, positioned in the Control Bar, spans the entire width of the screen except where other buttons are placed.

When you save the task, you'll see the new task number inside this button.

Shows the Selected Task Details screen.

Always

None

Delete Task button

Lets you delete a previously saved new task.

Shows the alert below.

If you press OK, then the current new task for the current case is deleted and all values on the Add/Edit/Delete New Task For Current Case screen are reverted to the default values.

If you press Cancel, then the alert is hidden, and no changes are made.

If you have recently saved the data for a new task or has opened Add/Edit/Delete New Task For Current Case screen by pressing on a Task List entry in the Task list and haven't changed the data entry fields on the Add/Edit/Delete New Task For Current Case screen.

Shows the alert “Are you sure you want to Delete? OK. Cancel”.

Saving To Cloud indicator

Lets you know that the new task details are being saved to the cloud.

None

After you press the Save button until the data has been saved to the cloud.

None

Discard Changes button

Lets you clear any changes made in the Add/Edit/Delete New Task For Current Case screen.

Shows the alert below.

If you press OK on the alert, then Field Service Mobile reverts the contents of all data entry fields to the previous values.

If no new task data has been saved previously for the selected task, then all data entry items will be set to default values.

If new task data has been saved previously for the selected task, then all values revert to their previous values when the new task data was last saved.

If you press Cancel on alert, then the alert is hidden, and no changes are made.

As soon as changes are made to any of the data entry items in the Add/Edit/Delete New Task For Current Case screen.

Shows the alert “Are you sure you want to discard your changes? OK. Cancel”.

Save button

Les you save any changes made in the Add/Edit/Delete New Task For Current Case screen.

Saves all the data entered in the Add/Edit/Delete New Task for Current case screen.

As soon as changes are made to any of the data entry items in the Add/Edit/Delete New Task For Current Case screen.

None

Type dropdown list

Lets you record the task type for the new task.

None

Always

None

Message text box

Lets you record text notes for the new task.

None

Always

None

Assigned dropdown list

Lets you assign a primary technician for the new task by selecting one entry from the dropdown list.

None

Always

None

Assigned multiselect list

Lets you assign one or more technicians to the task by selecting in the Assigned multiselect list.

None

Task Date selection field

Lets you enter a date for the new task.

If all of the field sections do not form a valid combination of values, then the alert below prompts.

Always

Shows the alert “Please enter a valid value. The field is incomplete or has an invalid date.”

Note:

This field only lets you enter numbers.

Depending on the configuration of your mobile device’s operating system, the date format will either be DD/MM/YYYY or MM/DD/YYYY.

You can only enter a valid date in each section.

For the DD section: if you enter a value above 31, the value changes to 31 when you leave the field.

For the MM section: if you enter a value above 12, the value changes to 12 when you leave the field.

For the YYYY section: if you enter value 0000, then the value in the field section becomes 0001. All other values are accepted as valid.

However, even if you enter values within the valid range for all field sections, all the sections combined should form a valid date. Otherwise, the alert “Please enter a valid value. The field is incomplete or has an invalid date.” will prompt.

Task Start Time selection field

Lets you enter the start time for the new task.

None

Always

None

Note:

Only accepts entry of a valid 24-hour time value in the format HH:MM.

Only accepts entry of numbers in either the HH or MM section.

For the HH section: if you enter a value above 23, the value changes to 23 when you leave the field.

For the MM section: if you enter a value above 59, the value changes to 59 when you leave the field.

Task End Time selection field

Lets you enter the end time for the new task.

None

Always

None

Note:

Only accepts entry of a valid 24-hour time value in the format HH:MM.

Only accepts entry of numbers in either the HH or MM section.

For the HH section: if you enter a value above 23, the value changes to 23 when you leave the field.

For the MM section: if you enter a value above 59, the value changes to 59 when you leave the field.

New Task List For Current Case screen in detail

This screen lets you view all new tasks that have been added.

Section	Task	Effect	Availability	Errors/Alerts Shown	Highlighted in Screenshot
Toggle Selected Task Details Screen Visibility button	Lets you access functions on the Selected Task Details screen.	Shows the Selected Task Details screen.	Always	None	1
Add New Task button	Lets you add another new task for the current case.	Shows the Add/Edit/Delete Task For Current Case screen.	Always	None	2
New Task list	Lets you see all new tasks that have been added.	None	Always	None	3
New Task List item	Displays the basic information for each new task that has been added. This also functions as a button that displays Add/Edit/Delete Task For Current Case screen when you press it to edit or delete the current information for the selected task.	Displays the Add/Edit/Delete Task For Current Case screen.	When there's one or more new tasks added for the case in the selected task.	None	4

Section

Task

Effect

Availability

Errors/Alerts Shown

Highlighted in Screenshot

Toggle Selected Task Details Screen Visibility button

Lets you access functions on the Selected Task Details screen.

Shows the Selected Task Details screen.

Always

None

Add New Task button

Lets you add another new task for the current case.

Shows the Add/Edit/Delete Task For Current Case screen.

Always

None

New Task list

Lets you see all new tasks that have been added.

None

Always

None

New Task List item

Displays the basic information for each new task that has been added.

This also functions as a button that displays Add/Edit/Delete Task For Current Case screen when you press it to edit or delete the current information for the selected task.

Displays the Add/Edit/Delete Task For Current Case screen.

When there's one or more new tasks added for the case in the selected task.

None

General Notices