- Click on Manage.
- Under Config Admin, click Task Management configuration.
- Make sure you are on organisation level in the Miller columns otherwise select the right organisation from the columns.
- Ensure the Standard tab has been selected.
- Check the boxes next to the features you want to activate:
- Add steps allows users to add task steps in the app.
- Add tasks allows users to add tasks in the app.
- Allow accept / decline means that the user will be required to accept or decline tasks in the app when they receive a task.
- Selecting Customers allows users to view and add customers in the app.
- Edit customers allows users to edit customer information in the app.
- When you select the Lock application to the device it ensures that the mobile device can only be used for the Task Management app and the worker will not be able to access any other functionality on the device.
- Messaging gives users the ability to send and receive messages in the app.
- Remove task allows users to remove a task from their mobile device.
- Click Save.
Selecting the Task Management features for the organisation
