Edit or view a child task

View or update a task whenever you want to get the details or update the progress.

Before you begin

Verify that you have installed the required plugins.

Refer to Workplace Agent for mobile - Key features, actions, and case details for detailed information of all the actions available.

Role required: sn_wsd_case.workplace_agent

Procedure

1. Log in to Agent Workplace Service for Mobile application.

   The launch screen opens with your Work view.

2. On the Work view page, go to any one of the following sections to view the cases and tasks.

   • My work overview
   • My work
   • Group work
   • Unassigned work
   • If you know the parent case of the task, select the case.

   The case details page opens separately.

3. Select the task.

   The task details page opens separately.

4. To go to the location specified in the task, select the Location icon (

The map opens. Select **Get directions** to know the directions.

1. To edit the task details, do the following:

   1. Select Edit.

   2. On the Edit task form, change the fields that you want to edit.

   3. Select Submit.

      The task details are updated.

2. To view the activities performed on the task, and to add any notes or attachments, do the following:

   1. Select the Activity tab.

   2. To add a comment, select Add Comment.

   3. To attach a file, select

4.  To attach photos, select

5.  To take a photo or video, select

1. To perform other actions, select the

1.  To update the checklist of the task, select **Update checklist**.

    On the Checklist page, select the checklist items that you want to add.

2.  To update the current state of the task, select **Update state**.

    1.  On the Update state form, select the state to which you want to update the task.
    2.  Select **Submit**.
    The state is updated.

3.  To add a comment, select **Add comment**.

    You can also add a comment directly from the details page using the **Comment** option.

    1.  Enter your work notes in the **Work notes** field.
    2.  To add additional comments, enter the comments in the **Additional comments \(Customer visible\)**.
    3.  Select **Post**.
    The comments are posted.

4.  To view, add, or edit the attachments, select **View attachments**.

    1.  On the Attachment page, view the list of attachments.
    2.  To edit an attachment, select the

    3.  To delete an attachment, select the

    4.  To preview an image, select the image directly.

1. To save the task for quick reference, select the

The task is saved in the **Saved** tab. You can view the task at any time from this tab directly.

Parent Topic:Use Workplace Agent for mobile

Related topics

Manage workplace cases and tasks

Edit or view case details on the Workplace Agent for mobile app

Print workplace cases

Print workplace tasks

Create a child task

Create a workplace case on behalf of an employee through Workplace Agent for mobile

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