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How To: Start A Job From a Scheduled Task

How To: Start A Job From a Scheduled Task

Owned by karen@tatou.app
Last updated: Oct 24, 2024
3 min read

Scheduled Tasks are created in the Tātou Office App and assigned to 1 or more employees. Scheduled Task have Task, Client, Location, Block(s), and Descriptions which can be used to schedule work for Tatou Field App users, and streamline starting Jobs.

To Update Scheduled Tasks Lists:

To Update your Scheduled Task List simply swipe down on the Scheduled Task Screen to:

  • Load newly added or assigned Scheduled Tasks

  • Removed completed Scheduled Tasks from your task list

To Merge Scheduled Tasks:

Merging Scheduled Tasks is like adding Multiple Blocks to a Job.

  1. Select the Scheduled Tasks you’d like to Merge

  2. Tap the Teal Merge (#) at the bottom of the screen

  3. Confirm You are Sure

Step 1 & 2

merge step 1.PNG

Step 3

Are You Sure.PNG

 

Merge Complete

 

This can only be done on Scheduled Tasks that are:

  • For the same Task

  • The the same Client and Location

  • For contract/performance jobs - using the same unit rate

To Start the First Job From a Scheduled Task:

  1. Press the PLAY button → play button.png ← on the Scheduled Task

To Select Tracking Type:

Select the Tracking Type you would like to use:

  • Hours Only: From task and block selection to timesheet entry, Hours Only fast tracks timesheet entry when task progress is NOT required.

Progress Reporting will not be be tracked using Hours Only

  • Simple Summary: Used for tracking tasks where task completion across blocks or even rows is required.

Pro Tip: Simple Summary CARRYOVER is only possible when using Scheduled Tasks

  • Assign Rows: Tatou Field App’s Assign Rows Feature is your digital block sheet.

  • Forms Only: Only available for tasks with Forms that are linked, similar to Hours Only this will not track task progress.

  • Tag & Track: Only available for organisations with Tag & Track enabled. Uses QR Codes and scanning to track units, and add comments.

To Start A Carry Over Job:

  1. For a Job that was tracked using Simple Summary:

    • Press the PLAY button → play button.png ← on the Scheduled Task to start the CARRYOVER Job

  2. For a Job that was tracked using Assign Rows:

    • Navigate to the Jobs Screen

    • Tap the VIEW button → View.PNG ← on the LAST job logged for that Scheduled Task

    • Tap CARRYOVER at the bottom of the Job Summary Page

For more details on CARRYOVER Jobs click here

To Mark a Scheduled Task as DONE:

Once you have finished all of the work required for a Scheduled Task you can mark it as DONE → DONE.png ← by pressing the COMPLETE button → Done Button ST.png ← on the Scheduled Task Screen.

Then Swipe down on the screen to update your Scheduled Task List

Next Up…

Manage Attendance - IF not previously completed using Attendance Feature.