Manage a Process
The Process Task List allows you to access and manage individual processes for a location.
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Tap Location Summary
and then tap Processes to view the process list.
This list shows a summary of all the processes at the current location and displays the current status of each one.
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Tap a process to display the Process Task list.
This list displays the number of complete and total tasks within each process.
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When the list is in the collapsed state, you can
tap the expand button
for a task to see more details relating to that task, such as the number of comments, photos, tasks, documents, and if there is an associated form.
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From the expanded view of the task, you can do the
following, depending on your permissions:
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Change task status. Tap the status color block to change the status of the task.
- View or add attachments. Click the attachment icon to view or add an attachment.
- Edit a task. Tap the task name in the list to view and edit the task details.
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