Once you've downloaded the mobile app and been added to the PX360 account by an Account Admin, you can receive alerts on your projects, as well as create and view Timesheets, Site Photos, and Tasks.
Tasks are the backbone of your PX360 project. To help manage them, we've created a Task To Do widget that works seamlessly across your web browser and mobile app. The mobile app is linked to the main desktop app where administrative users can create and assign tasks to one or more team members.
Included in this guide:
Creating Tasks
Tasks can be added from either the bottom or left-side menu. You can easily toggle between Urgent, Priority, and Completed tasks.
Add Tasks from Bottom Menu
From Tasks To Do in the bottom menu, touch the + Add Task button to add a new task for a project.
The app will guide you through choosing if the task is Urgent or Priority, the Name and Description of your task, and the Project and Cost Centre to associate with the task. Touch the green check to save your new task.
Add Tasks from Side Menu
The three lines in the upper left corner will bring you to the left-side menu.
Under Task List, touch Add Task.
Enter the task information as described above.
Existing Tasks
Editing Tasks
Touch the pencil icon on any existing task to edit the Urgent/Priority status, Name and Description, Project, and Cost Centre details. You can also delete tasks from here by touching the trash can icon.
Note: Tasks cannot be recovered once deleted. |
Marking Tasks as Complete
Touch the Done checkbox to mark any task as complete. This will move that task to the Completed section.
Unchecking the checkbox will move the task back to its incomplete state.
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Video Tutorial
Now that you've added tasks, click here to add timesheets and site photos in the mobile app.