A Tasks step may appear when your workflow includes it. Required task state comes from the task itself. Open required tasks block appointment completion; open optional tasks do not.
Find a Task
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Open Tasks.
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Select one of the quick filters: Open, Skipped, Complete, or All.
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Enter description text in the task search field when needed.
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Expand a task group. The app loads task rows as groups are expanded.
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Select the task row you want to address.
Complete, Skip, or Reopen a Task
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Enter the response required by the selected task.
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Use Add photo to select one or more images when a photo response is supported. A photo added offline shows Pending sync and cannot be viewed until it uploads. It can still be removed. A task that is complete but still has a pending photo shows PENDING SYNC.
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Select Save & Next to complete the task and move to the next loaded open task.
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To skip a task, select Skip.
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Enter an optional reason, then select Confirm skip. Select Cancel to leave the task open.
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To change a completed or skipped response, select Reopen.