New list of tasks and orders - detailed explanation of use – Handyman Support

The new list combines the order and „My tasks“lists, giving you a better overview of all your planned activities. We have also made registering hours, materials, and checklists quicker.
The changes will benefit all mobile users, especially those using the Handyman Resource Planner.

For Handyman Resource Planner users, the list is now called ‚My Tasks‘ and combines the orders and planned tasks on the orders.

Benefits

Better organized information in the list
Save time by making faster registrations directly from the list
It is easy to view and change task status directly from the list

Main menu

The main menu will show the new list as "My tasks." For those who do not use the Resource Planner, the list is still called "Orders." You will see an updated layout of the Orders list with some revised functionality.

My tasks

When the application starts, the new list is displayed as before, and you can always return to it from the main menu.

Calendar

The "Calendar" item from the old task list is also new in the menu. Here, you can see all your tasks in a calendar view, re-plan your tasks with drag-and-drop, and add new tasks if you have the correct permission.

List content

The new list is rearranged to give a better overview of important information.

Tabs

The tabs at the top are divided into four sections. Some sections will only be visible if orders exist for that section.

List items (Tasks and orders)

The date and time for the task are shown on top, and a warning icon is displayed if the task is overdue. Other essential icons are displayed to the right. The task menu (... dots to the right on each element) has new functions for quicker registrations.

Filtering

The search filter is now available on top of the tabs, so you can use the same search for each tab and also show all items in the search result on the map.

List options and Sorting

The List options and Sorting settings are available from the page menu (three dots in the title area). Here, you can choose what information to display in the list and how it will be grouped.

In this version, the order category is visible on the item, and the list can be grouped by order category.

Quick actions in the task menu

To speed up app usage, we have added several quick actions to the task menu (three dots on each item in the list).

Task status change

The top area lists the possible new task statuses. The current status is not shown in the menu.
When a status changes, this is communicated directly to the office so that the person using the Resource Planner will immediately see the updated task status.

Timers

Here, you can start timers to register work, travel, or pause times. You can stop the timer from the same menu when work is done.

Add Hours

Add new Hours & Costs registrations. The process goes directly to the "new" screen. The main list is displayed with the current task in focus when completed.

Add material

Add new material registration. It goes directly to the material search screen and adds the selected material to the task.

Edit checklists

Lists all checklists on the order. If only one checklist is used, the checklist will be selected for editing automatically.

Edit task

Edits the current task information. Here, you can re-plan or edit the task status and content.

View in Calendar

The current task is shown in the Calendar view. From here, you can re-plan or edit the task status and content.

Order menu

You will see the order menu when you click on an item in the main list. On top of that is a section that displays the current task information and allows you to change the task status. You can click in the color bar to see the name of the current status. When you change status by clicking on one of the color icons, the new status name is displayed for 2 seconds.

All tasks

In the "All tasks" section, you will see all the tasks on the order. The current task is selected automatically. Any finished task will be visible here, even if hidden in the main list.

	Main list of task and orders. The list may contain: Tasks from the resource planner. One order may be displayed many times in the list if there are many tasks planned with different dates and times. Orders without planning tasks assigned to you. Usually without any specific date and time planned. Personal appointments. Internal orders with planned tasks.
	Internal orders Internal orders are usually used to register absences of any kind. Internal orders may also have planning tasks, in which case they will also be visible in the main list.
	Free orders Free orders that can be activated.
	Favorites The orders that you have marked as favourites. These orders will not be visible in the main list

	Not started
	Started Several tasks may be started at the same time
	Ongoing Only one task can have this status at a time. When this is used, the previous ongoing task automatically changes to "Started" If you do time or material registrations from the task, or it is the only task on the order, the status will automatically change to this status when registrations is done.
	Pause Set task on pause. Use this when the office needs to see that a task is on hold
	Finish The task is finished and removed form the list. If it is the last task on the order, you will be asked if you want to close the order or not. If you answer no, a new task for tomorrow will be suggested for you to create. If you answer yes, the finish order screen will be displayed where you may have som extra requirements to fulfill before the order can be finalized.