Task Lists

Viewing Task Lists

By default, when you log in to Tasks module, you will be on the Task lists page.

On this page, you can see a set of lists that are aimed at helping you search, organize, and retrieve asset records efficiently. Here the user can switch between a table and grid view for the saved search lists page by clicking the button at the top right of the lists (see screenshot 01).

• Note:
  • This setting only applies to non-mobile screens (wider than 767px), where there is more horizontal space.
  • On mobile, the lists will always be displayed in the table view (as in screenshot 02).
  • This setting is saved to D365 for each of the pages containing saved search lists per user. This way the view will look the same regardless of which device they log in on.

There are two types of lists that are available here - Default lists and Created lists (see screenshot 02).

Default Lists

There are four default lists that are automatically created and displayed on the Task lists page: All, Favorites, Previously viewed, and Downloaded. Note that these lists are only visible when you have the required permission to create/manage tasks.

• All: The All list will display the complete list of tasks available.
• Favorites: The Favorites list will display the task records that you have marked as favorites.
  • A maximum of 50 favorite tasks will be saved in this list.
  • The list is sorted by last visited.
  • Filtering, sorting, and reports are disabled for this type of list.
• Previously viewed: The Previously viewed list will display the task records that were last visited/opened by you.
  • Note:
    • A maximum of 50 last visited tasks will be saved in this list.
    • The list is sorted by last visited.
    • Filtering, sorting, and reports are disabled for this type of list.
• Downloaded: This list shows all tasks that are available to you online and offline.

The number of tasks in a list is shown in the grey box.

Created Lists

This section will display the lists that are customized and created by you using the necessary search filters.

In the Created list section, you can see the lists that are created by you. Here, you can create and save lists based on your own search parameters, enabling quick access to frequently used filters. To know more about creating lists, view the section on Creating and publishing task lists.

The List View Page

When you click on any of the lists, you will be directed to a page that will display all the tasks that are a part of the selected list. You can view the listing of task in either table view or card view.

• On small screen (mobile): By default, on small screens, the view of task listing is card view.
  • To toggle the listing view from card to table or vice versa, go to the task listing page and use the card and list icons at the top of the listing (screenshot 03 shows the card view and table view toggle icons).
  • To switch to table view/card view, use the toggle option.
  • In table view and card view, you can choose the sort order of the task listing displayed. to do this, click on the parameter next to the toggle buttons. By default, the sort order will be the task ID. To change the sort order, click on this parameter (see screenshot 04).
  • You will see a list of other parameters (see screenshot 05) based on which you can select the sort order of the task listing. Select the desired sort parameter to see the listing in the selected sort order.
• On big screen (PC): By default, on big screens, the view of task listing is table view.
  • To toggle the listing view from card to table or vice versa, go to the task listing page and use the card and list icons at the top of the listing (screenshot 06 shows the card view and table view toggle icons). See screenshot 07 for a sample screen of card view.
  • In table view and card view, you can choose the sort order of the tasks displayed. On a big screen, there are two ways to do this.
    • Click on the sort parameter next to the toggle buttons (by default the sort order will be the task ID) and change the sort order by clicking on the sort parameter (see screenshot 08).
    • Click on the parameter in the header of the table view (see screenshot 09).
  • Select the desired order to see the listing in the selected sort order.

01: 'Task lists' page toggle when the screen is wider than 767px.

02: Task lists (landing) page with 'Default lists' and 'Created lists'.

03: The toggle option for card view and table view on small screen.

04: Table view of task listing with sort option.

05: Table parameters to select sort order.

06: The toggle option for card view and table view on big screen.

07: Sample view of task listing in card view on big screen.

08: Selecting sort order parameter from the parameter drop-down.

09: Selecting the sort order from the header of the table.

Create Task List

On the Task lists screen, you see all created and default lists. This list contains the tasks that are available to you online and offline.

1. On the Task lists screen, select the context menu (three dots at the right tope of the screen) and Create list (see screenshot 01).
2. On the Create list screen (see screenshot 02), you see a list of parameters that you can use to define your list. Make one or more selections in the list.
3. Select the details for your list, and select Apply.
   • Note:
     • If you see an All/Clear toggle button in the upper-right corner of the screen, you can select All, if you want to select all options shown on the screen. Select Clear if you want to remove the selections.
4. If required, repeat steps 2-3 to add more details to your list.
5. When you've made your selections, enter a name for the list in the List name field, and select Save changes.
   • Note:
     • The list you are creating is only visible to you. If you want your coworkers to have access to it, see the documentation for Distribute Saved Search Lists to Users.
6. When you return to the Task lists screen, you can see that the list has been added.

Publishing Task lists

• Note that the list you are creating is only visible to you. You can publish task list to other users or groups via D365, just like other saved lists. Saved lists in the task module are labelled under the Task area. If you want your coworkers to have access to it, see the documentation Distribute Lists to Users.

01: Option to create a task list.

02: 'Create List' screen for tasks.

Editing or Updating a Task List

1. Login to Work execution application and navigate to the Tasks module.
2. On the Task lists page (see screenshot 01), select the list which you would like to edit.
3. You will be directed to the listing page with a complete list of tasks created that are a part of the selected list. Go to the Context menu (three dots in the top right corner) and select Edit list (see screenshot 02).
   • Note:
     • You cannot edit predefined lists.
     • If you do not have the required permission to edit the task list then, in the context menu you will be able to see the View list option instead of the Edit list option. On click of View list, the application will display the same page as the Edit view page but with the editing options disabled.
4. Make your changes and save the list to update the list.

01: Created task lists on the Task lists page.

02: Context menu with option to 'Edit list'.

Deleting a Task List

A Task list can be updated or deleted only if the related settings in Dynaway mobile > Setup > Module configuration > General > Manage saved search lists is enabled and the list has not been setup from F&O, i.e. it is a system one. In other words, you cannot delete predefined lists.

To delete an existing list:

1. Log in to the Work execution app, navigate to the Task lists page, and select the list to delete.
2. You will be directed to the listing page with a complete list of tasks created that are a part of the selected list. Go to the Context menu (three dots in the top right corner) and select Delete list (see screenshot 01).
   • If you do not have the required permissions in the module configurations to manage saved search lists, then you will not have the option to delete a list. Instead, there will be a View list option (see screenshot 02).
3. The application will display a warning dialog for the user to confirm the deletion of the selected list (see screenshot 03). Select Yes to proceed with the deletion.
4. The selected list will be deleted.

01: Context menu with option to 'Delete list'.

02: Warning message confirming deletion of the list.

Pin Saved Search Lists

The pinning saved search feature allows you to mark your frequently used saved search lists so they appear in a separate section at the top of the saved searches page. This helps you quickly access important lists without scrolling.

To pin a saved search:

1. On the saved search lists page (In this case Task lists page), from the context menu (three dots in the upper right corner), select Manage pinned lists (see screenshot 01).
2. On the Manage pinned lists page (see screenshot 02), select the lists you want to pin by clicking on the list name or the pin button next to the list (see screenshot 02).
3. Once you have selected the lists, click on the Save button at the bottom of the page.
4. You will be directed back to the saved search lists page where a seperate section at the top of the page called Pinned lists will be displayed (see screenshot 03). The listing in this will be sorted alphabetically. Note that the pinned lists selection will be saved in D365 and will remain the same across devices when you log in.

01: Task lists page with context menu, and navigation to 'Manage pinned lists'.

02: The 'Manage pinned lists' page.

03: The 'Task lists' page with 'Pinned lists' section displaying the lists pinned.