Mobile: Assignments

The Assignments menu option displays assignments created for the customer. You can create assignments in almost every iPoint module.

At the top of the window are three icons:

• Back Arrow takes you back to the customer details screen.
• Magnifying Glass is used to search for a specific assignment using a wildcard search. Enter the word or phrase and click Filter to display only assignments containing that word or phrase.
• Plus Icon opens the add assignment dialogue so you can create a new assignment for yourself or a colleague.
  

The assignment list displays

• The specific Details of each assignment
• Staff – is the name of the iPoint user to whom the assignment is made
• Status – choose from one of four statuses to track the completion progress
  • Not Started
  • In Progress
  • On Hold
  • Complete
• Due – this is the date and time that has been assigned for this task to be completed. Notifications and reminders are based on this date
• Priority – list the priority of the assignment
  

Once an assignment has been completed, it can be archived based on a setting in Settings > Module Settings > Assignments > Auto Archive Assignment on Completion. Archived assignments are visible in this view and are labeled as ARCHIVED.

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Assignment Details

Tapping on any assignment in the list opens the view/edit screen.

The functionality for the mobile version of Assignments is the same as the full version. Read about the functionality of the Assignments module by clicking here.

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