How to work with tasks in the mobile app
Tasks in the app are the same as under Work → Tasks in the web account: comments, files and statuses are synced. Tasks are usually assigned by a manager or created automatically from audit violations.
Which tasks you see
The app shows the tasks you take part in. There are three kinds, depending on your role:
- you're an assignee — you're responsible for getting it done;
- you're a watcher — you follow the progress but aren't responsible for the work;
- you're the creator — you set the task yourself.
A task has a due date, assignees, comments, files and an overdue flag.
Task statuses
| Status | What it means |
|---|---|
| New | The task has been created, work hasn't started |
| In progress | The assignee has taken the task |
| In review | The assignee has marked it as done and is waiting for the reviewer's confirmation |
| Done | The work is complete |
| Cancelled | The task is no longer relevant (in the web account this status is called “Rejected”) |
For audit violation tasks with work review enabled in the automation scenario, the In review status is set automatically when the assignee marks the task as done.
How to complete a task
- Open the task. In the app, go to tasks and choose one where you're the assignee.
- Start working on it. Change the status to In progress.
- Attach a photo or file. For example, a photo of the fixed violation.
- Write a comment. Comments are visible to all task participants and in the web account.
- Mark it as done. Change the status to completed.
If a task was created from an audit violation and requires an “After” photo, you can't mark it as done without the photo — the server won't accept the status. If review is enabled, the task moves to In review, and the location manager or auditor (or the administrator, if there are none) accepts it or sends it back for rework. Learn more in the Automation section.
How to create a task
- Create a task. In tasks, start a new task.
- Fill in the title, description and due date.
- Assign people. Choose one or more assignees and, if needed, watchers from your company's employees.
- Attach files. Photos or documents that will help get the task done.
- Save. Assignees and watchers get a push notification about the new task.
You can also add an assignee or watcher to an existing task — task participants will get a notification.
Frequently asked questions
Why didn't a task I created in the app show up for my colleague?
Check that your colleague is set as an assignee or watcher. In the app, a task is visible to its creator, assignees and watchers.
Are comments from the app visible in the web account?
Yes. Comments are stored in the same task, so you can see them both in the app and under Work → Tasks on the website. To learn more about working with tasks on the website, see the Tasks section.
Will I get a reminder about a task's due date?
Reminders, overdue notifications and escalations arrive only for audit tasks created by an automation scenario. There are no due-date reminders for regular tasks created manually. For the full list of notifications, see Push notifications.
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