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View, Edit, Filter Tasks on Urva web

Detailed view of a task in Urva- It consists of full details of a particular task, which are filled by Mobile user. You can view detailed information which is filled in the task along with other information. Follow these steps:
  1. From Home Page, go to  Tasks under Operations.
  2. Choose territory from the pop-up window and Submit. (All tasks done in that territory will be displayed on screen)
  3. Click on the particular Task to view details.
  4. On left side, you can view the task stages and user to whom task has been assigned. 
  5. Under Forms tab, you can view the task fields and location map where task was completed along with the data which is filled by mobile user.
  6. On the right hand side, under Timeline tab,  appears the task timeline that indicates the logs of the task like assign time,  start time and completion time of task. (So you can have an idea on time taken to complete that job/ time spent at customer's location).
  7. From top right bar, you can schedule task, assign priority, export task in pdf and delete the task.
  8. Click on any of the option and then Submit to confirm.

 

 

Apply Filters: Filters let us save the task searches so we can find the exact tasks we need thereby saving our time and energy.

Following are the query filters and what they do:

1.Created At : All task can be searched and displayed which are created at a particular day/ date.
2.Updated At : Tasks which can be updated at some particular time are listed.
3.Created by : Filter tasks that  are created by particular user .
4.Modified by : Filters tasks that are modified by particular user.
5.Assigned user : Tasks of particular users in all states can be searched.
6.Workflow stage : Workflow stagewise filtering of tasks. For example: you can view either view Pending tasks or Closed Tasks at a time as per the task stages.

Here is how you can filter the tasks:

  1. Go to Tasks module. Click on Filter icon.
  2. Use universal 'Type To Search' option or filter data by different available.
  3. Choose the + icon to add Filter and type values to search in Filter data by button
  4. Click Filter to view filtered data.

 

 

Add Task View as favorite: Filters can be saved as favourite so that there is no need to filter data again and again for viewing the same data.
  1. From home page, go to Tasks under Operations.
  2. Click on the Filter icon.
  3. Click on the + icon on the right side to add a new filter.
  4. After selecting the required filter click on Apply Filters.
  5. Now click Save to save the filter as Favourite.
  6. Type the Filter name and choose the visibility of Filter as Public or Private.
  7. Then click Submit to save.

Editing a Task: 
  1. Go to Tasks module.
  2. Choose activity form and Submit.
  3. Choose the task you want to edit and click on pencil Icon image-1645010044690.png
  4. Edit the details as per requirement and click on Update.

 

 

Related Articles:

Create & Upload Tasks, Assign Tasks

Export tasks in PDF from Urva web and mobile app

Task movement/ actions performed on Urva web