Tasks (Task List)

The Tasks section is your task list and shows the list of tasks assigned to you. If it is a high priority task, an orange diamond is displayed. If a task form is available offline, a green cloud icon is displayed, if it is not a gray icon is displayed. If a task has a due date, a gray due date icon is displayed, if the task exceeds the due date, then a red due date icon and Overdue message is displayed. You can also sort your tasks by using the Sort option.

Task forms associated with a task are automatically downloaded and cached for offline use.

You can also see information about each task, such as its title, folio, date and time it was created, and its description.

You can sort your task list by tapping the Sort button and then tapping Most recent tasks option.
You can sort by Most recent tasks, Oldest tasks, Due Tasks and Priority. The default sort setting in the task list is Most recent tasks. Select your sort option and tap the Check icon to apply the sorting option.

Task list items show the following information:

Task Item Property Description Example
Title Displays the name of the task. The corresponding task list item field is the event name. "Insurance Claim Manager Approval"
Description Displays the description of the task. " Approve or Decline the Insurance Claim."
Date / Time Displays the event start date. "Started 2018/10/24"
Due Date Icon If a task has a due date, a dark gray due date icon is displayed. When a task exceeds the due date, then due date icon turns red and an Overdue message is displayed on the task. For more information see the Task Tab topic.
Task Priority Icon The high priority icon.
Form Cache Icon

A form cache icon is displayed when the form is available offline.

Forms associated to a task are automatically downloaded and cached for offline use.

Considerations

The list below includes but is not limited to items that may impact the performance of your device:

  • When your task list contains more than 300 items in the list, you may experience slow performance. Ensure you clean up your task list to avoid slow performance.

  • Insufficient storage on the device - Having limited free space on your device can significantly affect its performance.

  • Internet connectivity - A slow data connection can cause slow performance.

  • The age of your mobile device - Newer software is not optimized for older hardware, so older phones can struggle with performance.

  • Low battery - If the battery is low, the phone uses that power more sparingly.

  • Outdated Software/App Versions - Always make sure that your phone's operating system is up to date.

  • An outdated operating system (OS) can also hinder its performance.

  • Cache and temporary files - Over time, cached data and temporary files can accumulate on your device, taking up valuable space.