Tasks
Tasks
How to manually create task from FeetPort web console ?
To create new tasks manually follow the steps mentioned below: From the Navigation Menu, choose...
Create and upload tasks in Bulk
FeetPort facilitates you with option to allocate task in bulk, hence multiple tasks can be assign...
Assigning tasks to Mobile user
FeetPort gives you the facility to Insert task and assign them to mobile user later on as per req...
Applying Filter on tasks
Filters let us save the task searches so we can find the exact tasks we need thereby saving our t...
How to view and edit a task on FeetPort web?
Detailed view consists of full details of a particular task, which are filled by Mobile user. You...
How to export tasks in PDF ?
Task can be exported in the form of excel or PDF file. Task can be exported in excel format for a...
How to search a task?
FeetPort gives you an option to search task in task module, which makes your work easy and quick ...
Scheduling a task
There are two methods to schedule a task, webuser can schedule a task from the web console and mo...
How to create Follow up for tasks?
Timely follow-ups with prospects can convert them into customers. It builds trust among the custo...
Configuring Scheduler for tasks on Web Console?
Scheduler can be configured from activity setting. For doing this please follow below mentioned s...
How to sort Tasks ?
In FeetPort Web Console, Web User can sort task by Created date, Created by, Modified date, Modif...
How to approve a Task in Web Console ?
Tasks/ visits done by Mobile users can be Approved or Disapproved by Manager from FeetPort web co...
How to prioritise a task?
Set priority to any task that is critical and needs to be attended urgently. Web user can define ...
How to configure task priority in Activity Form?
To configure priority please follow below mentioned steps first: From Navigation Menu, go to Co...
How to bulk upload tasks in excel file?
From Navigation Menu, open Tasks module. Now select the appropriate activity & territor...
How to assign tasks to the mobile users?
From Navigation Menu, open Tasks module. Now select the appropriate activity & territory...
How to assign tasks with bulk upload file?
FeetPort facilitates you with option to allocate task in bulk, hence multiple tasks can be assign...
How to view tasks in newsfeed view?
Feetport gives you the option to see your tasks in multiple layouts. To view tasks in newsfeed vi...
How to sort tasks by date / creator?
Sorting your tasks is really easy with FeetPort. Follow these steps: From Navigation Menu, go t...
How to edit & save a task?
To edit and save please follow these steps: Find the task you want to edit (Or click here to kn...
How to view the location of task submitted?
To view the location of task submission, please follow these steps: Find the task for which you...
How to view tasks in different forms and delete it?
To view tasks in FeetPort please follow these steps mentioned below: Form the Navigation Menu. ...
How to add view as favorite?
You can add task views as favorite by following steps: From navigation menu, go to Tasks module...
How to move task to different state?
To move task from one state to another, please follow the belowsteps: From Navigation menu, go ...
How to delete tasks from FeetPort web portal?
Tasks can be deleted by the Web user. This option is available as per requirement. To delete a t...
How to view timeline of a task in FeetPort web?
To view task timeline, follow the steps mentioned below: From Navigation Menu, go to Tasks modu...
How to download task media from FeetPort?
Web user can download the task media (photos & videos) from the task file. Follow these ste...
How to notify users for profile update from FeetPort web?
Follow these steps to send profile updates: Go to Tasks module from FeetPort Navigation Menu. ...
How to move a task from one state to another?
You can move task from one state to another by following blow steps: Open the Tasks to edit in ...
How to sort columns in task view under Tasks module?
A web user can add or remove the columns that are shown in the tasks view under the Tasks module ...
How to add comment to a task?
Comments can be added to the task for two communication with the users involved with the task. Th...