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- 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.
- When you finish all the tasks for a service call, choose the Save icon. A check mark is displayed next to each task to indicate that it's 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 Save icon. A check mark is displayed next to each task to indicate that it's completed.