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Task List ​

Task cards appear on the main work list with a teal badge. To view only tasks, open the side drawer and tap Tasks.

What Each Task Card Shows ​

ElementDescription
Work type badgeTeal - Task or Task - [Sub-type name]
Status badgeHidden for Open / Ready states
Asset number#XXXXX
Asset nameFull asset name
Due dateShown in red if overdue
Assignee (managers)Assigned technician's name
Customer (technicians)Customer account name
Priority indicatorRed circle with up arrow (↑) for high-priority items
Edit button (✏️)Visible to managers only, opens the edit modal

Editing a Task from the List (Managers Only) ​

Tap the edit button (✏️) on a task card to open the Edit Task modal directly. Available changes:

  • Assignee
  • Priority
  • Status (e.g., Mark as Ready)

CloudERM User Documentation