Activity tags (field view)

Overview 

On mobile devices such as phone or tablet, activity tags appear in a streamlined daily task format. While mobile users cannot create new tags, they can double tap a tag to open an edit interface where they can update the details, status and document conditions. 

Update a task

To update a specific day’s task tag:  

1. Double-click the tag. 
2. Edit the following fields:  

• • Task name  

• • Details  

• • Crew size — defined during tag creation (1–99)  

• • Actual crew size — updated during status review (1–99)  

• • Tag status — tracks the progress and completion of daily tasks. When a task is completed, the owner of the activity marks the task as done. A supervisor confirms this by marking it as closed. When it has not been completed, not done is selected, the tag tilts and a reason for variance[link to reasons for variance section is selected. The task tag status can be:  

• • • None  

• • • Not done — triggers reason for variance drop-down list  

• • • Done — shows a single stroke  

• • • Closed — shows an X  

Mark a task as not done  

Sometimes, work doesn’t get done and it’s important to understand the reason. To mark a tag as not done:  

• A drop-down list will appear. Select the reason for variance in the list provided.  

• • The task will now be marked as incomplete and flagged for follow-up. 
    
    

Coming soon - image of reasons for variance list

Save or cancel 

Click save to apply your updates or click cancel to discard changes.