Task Manager Fields

TIP: A yellow dot by an option along the bottom of each task indicates there is a record available for that option.

Find Tasks

  • Login Id: This field automatically displays the login ID of the current user. This field can be changed by choosing another user from the drop-down list.
  • Date Range: Select the calendar icon. A panel opens and defaults to today's date, but can be changed.

  • Today: This shows any tasks with a target start date of the current date.
  • This week: This shows any tasks with a target start date of the last day of the current week.
  • This Month: This shows any tasks with a target start date of the last day of the current month.
  • This Year: This shows any tasks with a target start date of the last day of the current year.
  • Date Start and Date End: Use the calendar icon next to the fields to select a custom time period. This shows any tasks with a target start date within the selected date range.

Results

  • Search: Begin typing in the search field to narrow the result list.
  • Available: This only includes tasks that are available to be worked on (for example, in an open milestone, not closed due to a flag, etc.).
  • Completed: This only includes tasks that are complete.
  • Review: Select to show Review task types in the results.
  • Inspection: Select to show Inspection task types in the results.
  • Hearing: Select to show Hearing task types in the results.
  • Add map pins: With the map open, select this to add pins to the map for the task.
  • Remove map pins: With the map open, select this to remove any pins on the map.
  • Navigate to x tasks: When you select this with the map open, Respond prompts you to open the map's routing tool, which gives you a route using the task data. See the Routing section for more information.
  • Result: Select a result for the task from the drop-down list.

Details

  • Assigned To: This automatically populates with the employee assigned to the task. To change the employee, tap the drop-down list to select an employee.
  • Target Start Date: This field automatically displays the estimated start date and time of the task. Tap the calendar icon to change the target start date and time.
  • Target End Date: This field automatically displays the estimated completion date and time of the task. Tap the calendar icon to change the target end date and time.
  • Unit: This allows you to specify a location by entering a unit number.

NOTE: The Assigned To and Target End Date fields can be changed at any time because they are saved independently of the task result.

  • Actual Start Date: Enter the actual start date for the case.
  • Actual End Date: Enter the actual finish date for the case.
  • Completed By: This field automatically displays the login ID of the current user. This field can be changed by tapping the drop-down list and selecting a new user's ID.
  • Date Completed: This field automatically displays the current date. Use the calendar icon to change the date the task is completed.
  • Location Notes: This allows you to specify a location by entering notes about the exact location of the case.