Tasks on Mobile: View, Update, and Complete Your Assigned Work
✅ Tasks on Mobile: View, Update, and Complete Your Assigned Work
🧭 Introduction
The Tasks section in the Ontraccr mobile app’s Action Center gives each user a centralized list of all tasks assigned to them — regardless of whether the task came from a board card, equipment profile, or general workflow.
This guide walks through how mobile users can view, update, and complete tasks in just a few taps.
📍 Where to Find the Task List
- Open the Ontraccr mobile app
- Tap into the Action Center
- Locate the “Tasks” widget — it will show all tasks currently assigned to you
📝 The list includes tasks from multiple sources, all grouped for your convenience.
📋 Task List Features
Each task in the list shows:
- Title
- Source (e.g., related board card or equipment)
- Status (e.g., To Do, In Progress, Done)
👀 Viewing Task Details
Tap on any task to:
- See full task details
- Review the description, due date, assigned user, reminders, priority, and any attached files or forms
✍️ Marking a Task as Done
To complete a task:
Option 1: From Inside the Task
- Tap the task to open it
- Tap the “Status” field
- Change it to “Done”
- Tap Save
Option 2: From the Task List
- Tap directly on the task’s status label (e.g., “To Do”)
- Change the status to “Done”
- Tap Save
✅ This method lets you update the task without fully opening it.
🔄 Paging Through Tasks
If you have many tasks:
- Use the left and right arrow icons to move between task list pages
- This ensures nothing gets missed
✅ Outcome
After reading this guide, users will be able to:
- Instantly view all their open tasks in one place
- Understand what needs to be done and by when
- Mark tasks complete in just a few taps
- Efficiently manage task load directly from the field