FCPlus app Tasks
Related Manuals
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- FCPlus app - Reports
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- FCPlus mobile app - Tasks
FCPlus app - Tasks
The Task module was developed to manage the work of your employees and plan their tasks more efficiently. With the Tasks module, you can easily create tasks and share them between team members, track tasks statuses, and be informed about what is happening within the team working flow. The Tasks module can be helpful in various industries, such as for couriers, sales representatives, workers involved in repairs or maintenance, and so on.
Here's what you can do under Tasks section with a mobile app:
- Create and Assign Tasks: You can easily create a new Task and assign it to a specific person, ensuring responsibilities are clear and organized.
- View Assigned Tasks: See all the Tasks that have been assigned to you, so you know exactly what needs to be completed.
- Track progress of the Tasks: Keep track of the assigned Tasks and monitor their progress.
Create a new task
To create a new task follow the steps below:
- Open the Tasks section from the right hand menu.
- Click on the "+" icon located in the right bottom corner of the screen.
- Fill next parameters: Type, Name, Location, Due date, Urgent, Driver, Description.
- Click on the Save button.
To add location use a search bar or click on a button with a pin icon. If you press the button with the PIN icon, your current geolocation will be used to create a Task. If, as a result of this action, you receive the error "No permission to access location" you need to go to your phone's settings and allow location access for the FCPlus app. Please find an example of the error below:
Task statuses
You can see assigned tasks from by selecting Today or All tab from the bottom of the screen.
Under Today tab will be located tasks assigned for today in TODO / URGENT status. In the All tab, you can see Tasks marked as DONE, or those Tasks that should be completed in the future.
Assigned tasks
If you have a Task with the TODO status, you can start working on it or reject it.
To start working on it, click on the Task -> Press the Begin button -> After completing the task, press the Finish button.
If you need to reject task, click on the Reject button and confirm it by clicking "Yes" in pop up window.
Task menu
You can access Task menu by tapping the Three dots icon in the top right corner of the Tasks screen and see following options:
- Display on map: Shows task location on the map.
- Edit: Allows to edit task.
- Navigate to destination: Shows the route to the task location.
- Action log: This option shows the actions that have been performed on this Task.