...
You can complete a group of tasks or an individual task.
| Table of Contents | ||||
|---|---|---|---|---|
|
Working with a Group of Tasks
...
- Select the task list, sublocation, and/or equipment above the tasks and choose the Complete
icon. - When a message appears to confirm the completion of all tasks under the selected entity, choose Yes.
- The status of the tasks changes to Complete. When you complete a task, all subtasks for the task are also completed.
...
- Select the task list, sublocation, and/or equipment above the tasks and choose the Reopen
icon. - When a message appears to confirm that all tasks will be reopened under the selected entity, choose Yes.
The status of the tasks changes to the default task status.
Note If you previously chose More to view or change information for a task and you selected the status for that task, the status of the task doesn't change if tasks are completed or reopened by using the sublocation, equipment, or task list. - When you finish all the tasks for a service call, choose the Complete Completeicon. The word COMPLETE is displayed next to each task to indicate the task is completed.
...
- Select the task list, sublocation, and/or equipment above the tasks. The information that is displayed for the task depends on the filters that you selected.
- Select an individual task from the list of tasks, select Complete or choose More to update information for the task, such as the status or completion date.
- Use the Previous < and Next > buttons to work with other tasks.
- When you finish all the tasks for a service call, choose the Complete Completeicon. The word COMPLETE is displayed next to each task to indicate the task is completed.
...
- Select the task list, sublocation, and/or equipment above the tasks. The information that is displayed for the task depends on the filters that you selected.
- Select an individual task from the list of tasks, select Complete or choose More to update information for the task, such as the status or completion date.
- Use the Previous < and Next > buttons to work with other tasks.
- When you finish all the tasks for a service call, choose the Complete Completeicon. The word COMPLETE is displayed next to each task to indicate the task is completed.
Working with Subtasks
- Select a task.
- Choose More, and then choose Subtasks.
- Beneath the Subtasks bar, you can filter the subtasks by selecting Show All, Open Tasks, or Complete Tasks from the drop-down.
- To complete all the displayed subtasks, choose the Complete button. You can also reopen all the displayed Closed subtasks by choosing the Reopen button.
- To complete an individual subtask, select a subtask, and depending on the status of the subtask, you can choose Complete, Reopen, or More. If you choose More, you can change the completion date, if needed. You can also change the status of the subtask.
- When you finish changing the subtask information, close the pane or use the Previous < and Next > buttons to work with other tasks.
- When you finish all the tasks for a service call, choose the Complete Completeicon. The word COMPLETE is displayed next to each task to indicate the task is completed.