How to Complete a Task (New Experience)
At the center of your Latchel Dashboard, you will find the Action Required bin/bank which contains the open task.
NOTE: If a work order is listed under this bin, it means that the work order has a pending task. Find the work order you need to work on and click it. You can also use the filters just right above the Action Required bin for easy searching.
Once you are on the Work Order page, there will be two options to review and action the open tasks.
Option 1: Notice the floating Open Task reminder in blue at the top right corner of the screen. From this option, you may click View Details or Action.
Option 2: Click on Activity, located on the left side of the page. For this help guide, let’s use this option.
In the Activity section, click on the Tasks Tab to review the task assignment and click Action to proceed.
The Action button will give you suggested options to take. Choose the necessary option according to the next step you need to take for the work order.
And that’s how easily you can complete a task!
To learn about creating new tasks, follow the steps from this help guide:How to Create a Task (New Experience)