Manually Creating a New Task

Tasks can be manually created in the Mobile App using the Tasks function.

To manually create a task

To manually create a task, carry out the following:

1. In the Mobile App, tap Tasks on the app menu. The Tasks screen appears with a list of open tasks:

     

2. Tap New Task. A blank task window appears:

   

   • If you must add comments, photos, or both to the task in order to create it, the appropriate message appears below the Task Name field. You will not be able to create the task until you have added all required items.

     

     

     

     

3. Enter a Task Name that will make the task identifiable it on the task list:

   

4. If you want to add a comment, or one is required, tap the text button. A Comments form appears:

   

   

   • Enter a comment in the field and tap SAVE.

     

   • To edit the comment, repeat this step.
5. If you want to add a photo, or one is required, tap the photo button. The device’s camera is accessed:

   

   

   • Take the photo:

     

     • If the photo is acceptable and you want to add it to the gallery, tap OK.

       

       The photo is added to the task:

       

     • If you want to retry the photo, tap RETRY.

       

     • To add another photo, repeat this step.
   • If you have taken more than one photo, swipe left or right to view the photos.
   • To remove a photo from the task, locate the photo and tap DELETE. The photo is removed from the task.
6. When finished, tap SUBMIT to add the new task, or CANCEL to terminate creating the task:

   

   

   The Tasks screen appears.

   • If you do not include the required comments and/or photos, an error message appears:

     

     Click OK and enter the required comments and/or photos before clicking Submit.