How to view tasks, change task status & edit tasks.
Understand Task Status
Using the Logistics Mobile App, users manage tasks assigned to them. The status options for a task include the following, and each status is indicated with its own color and icon:
| Available |  |
Task has been created, but not yet assigned to any user |
| Assigned |  |
Task assigned to user; will display on user’s Task list on portal and mobile app |
| Accepted |  |
Assigned user has seen task and accepted the task; user should next ‘Start’ task |
| In Progress |  |
After user starts task, status changes to In progress; user must complete or fail* task |
| Completed |  |
When task is done, user marks Complete to change to this status |
*When a task is failed, it returns to a status of Available.
Administrator level users may also view and manage tasks for all user, as well as add tasks.
View Assigned Tasks
Users can access their assigned tasks through two inroads: Task icon on the top of the Home screen (map) and the Task button on Vehicle Details.
Selecting the icon from the map displays a list of ALL tasks assigned to the logged in user. If the logged in user in has no assigned task(s), the map Task icon will not appear.
If the logged in user is Administrator level, all tasks for all users will show.
The Tasks button always displays on Vehicle Details. When selecting, this option displays tasks assigned ONLY to that vehicle AND assigned to the logged in user. The Tasks option on Vehicle Details will always show just one single task since a vehicle can only have one task status at any given time.
For standard user roles, if either the vehicle or/and the logged in user have no task(s) assigned, a “no tasks for this vehicle” message is returned. This message is shown only when the vehicle has no tasks when the logged in user is an Administrator user level.
Administrators may add a task using the + icon on the top right.
Change Task Status
Once the task is assigned to a user, it appears on that user's task list with a status of Assigned. Open the Task list from the map for the quickest route to access a task. Otherwise, search and locate the vehicle for the task and select Tasks from Vehicle Details (to use this option you must pull up the vehicle that has your task assigned).
Open the task you need to change (from the Task list or Vehicle Details). The Vehicles Details tab opens for vehicle to which the task is assigned.
The tab automatically displays the next step in the task lifecycle (e.g., Start). Select the task status (action) button to change to the next step in the lifecycle. Look for confirmation message that task started successfully. Task status button changes to the next status in the lifecycle. The status will change on the status list, along with the color and icon shown for the task.
Although Administrators can see all tasks, they may only change status of tasks assigned to them.
Continue this process for a task until it reaches the end of its lifecycle. Generally speaking, the status of a task goes from:
Available -> Assigned -> Accepted -> In progress -> Completed
There are instances when a vehicle may need to take a step backward or outside the current process, in which case the team member may need to fail the task. There may be other reasons a vehicle needs to move back into the cycle once it’s been marked complete. Those unusual cases are discussed below.
In rare cases, a task may need to be given an assignment of Failed or Uncomplete. These are not a status per se, but rather an action that is taken with the task that assigns it back to a different status in the lifecycle.
Failed Task
A failed task is one that could not be completed by the assigned user for some reason (e.g., the assigned destination was full). When the assigned team member begins the task, it is changed to In Progress. Once the task is complete the uses will have the option to change the status to Complete or Failed. Most cases the task will successfully complete.
If the user needs to go back to the task for any reason, alert another team member about a concern or issue, or the vehicle needs to return to another point in its process, the Failed status should be used (this option displays on the tab once a task has been started). Input information regarding the failed completion and click Submit.
The task status will change to Available. An Administrator user should edit the task as needed, including assigning a user (same or new user). The task will return to the cycle until completed or removed.
Uncomplete Task
In the event a previously completed task needs to return to the cycle (e.g., forgot to shine the wheels at the car wash), locate and open the completed task and select Uncomplete (only available once the task has been marked complete).
The status of the task returns to In Progress and remains assigned to the user.
The assigned user should take necessary steps to move the task successfully back through the cycle to completion.
Edit Task
Users may edit their tasks so long as the task has a status of Assigned or Accepted (all other statuses may not be edited). Locate and open the task you need to edit (from the map’s Task list or Vehicle Details). Click the pencil icon.
Those with the Administrator user level may edit any task with a status of Available or Assigned, regardless of user assignment. Once a task is in progress (Start status initiated), edits are prohibited unless the task is marked with a Failed status.
Make changes to task details as necessary. The Assigned value may not be changed. Click Save once edits are complete; Cancel to return to task tab without changing.
Create Task - Administrator User Roles Only
Users with an Administrator user role may add tasks. Open the Task list from the map. Click the add icon signified by the + on the top right. Alternatively, select the vehicle from the map, click Tasks on the Vehicle Details tab, and then select the + icon.
This icon does not display for those without an Administrator user role.
Input the task name. Set the status priority to high or standard. Use the lists to select the asset to which to assign the task and the vehicle destination. If the create task function was initiated from Vehicle Details, the Asset field will auto-populate with the asset ID. These fields are required to create the task. You may opt to assign the task or leave that field blank.
Choose Create Task; otherwise Cancel to abort the process. Once saved, the new task is added to the task list at the bottom. If no user was assigned, the task status is Available; if assigned, the status is Assigned and added to the user’s task list.
A vehicle may have only one task assigned to it. If an attempt is made to create a task for a vehicle that already has a task in progress, the app will return an error.
