Task actions

Task actions can be carried out on every task. Right-clicking on a task in the timeline, the stop list or in the data management area opens a popup menu with various actions.

Icon	Action	Description
	call	Opens the mobile app on the device or an extern phone-software.
	details	Shows all task details
	Note	With the note option you can send messages related to the task to a predefined e-mail distribution group. Note categories with stored email recipients must be set up by the administrator.
	Option Request	Shows feasible appointments (as a list of options) for the respective task , taking all defined conditions into account.
	Change Task	Change selected task parameters, e.g. at the earliest / latest time window, the estimated duration, fixed deadlines, etc.
	Cancel	Cancel the task.
	Unplan	Remove task from planning.
	Copy Task	Copies the current task (if desired with task items, itemsPlanned). A new task is added to the list of unplanned tasks.
	Report	Open the external or internal report (usually the service report or delivery note in PDF format)
	Add Position	This function allows adding an itemPlanned to the selected task. A new window opens in which you can enter all information required to create a new itemsPlanned attachment.
	Change Status to	Manually changing the task status. Only the status transitions that are allowed for the respective task status are offered.
	Resend all reports	Resends the service report and any form reports for this job to the customer (only for closed jobs)
	Show on map	Available only for unplanned tasks. Displays the selected job on the map.
	Focus in timeline	Available only for planned tasks. Focuses the selected job in the timeline.