View a Task

Use the Tasks screen to view a task or a job.

To view a task:

1. On the Tasks screen, do any of the following:
   • Filter the list of tasks by tapping Today, Due, or All Active, then tap the appropriate task or job from the list.
   • Perform a search and tap the task or job from the list.
2. Tap the corresponding tab to view information about the task or job.
   • Tap Conversation to display the conversation attached to the task and add your comments to the thread.
     • Tap the message box and type your comments.
       Note: To copy and paste text, touch and hold the selected text, and tap Copy to copy it to the clipboard. Touch and hold the field where you want to paste the text, and tap Paste.
     • Tap , and perform the following:
       • Tap to take a picture of the expense (expense entry, receipt or other file).
       • Tap to select an image from the camera gallery.
       • Tap to add another resource to the conversation.
       • Tap to complete the task.
       • Tap to display the time picker and tap the appropriate values.
   • Tap Briefing to display additional information about the task.
   • Tap Settings to display the following details about the task or job:
     • Task ID
       Note: Touch and hold Task ID to copy it to the clipboard.
     • Task Name
     • Phase
     • Activity
     • Responsible
     • Start Date
     • End Date
     • Work Days

     All fields are read-only except Task Name. Tap Task Name to edit its value and tap Save.

3. Tap Time Entry located at the top right corner of the screen to add time entries to a task.
   You can also display the Time Entry screen on the Tasks screen. Swipe a task to the left and tap .