Create work notes about the work order tasks using the Mobile Agent application

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer
  • Add notes with details about work order task to the task record using the Mobile Agent application.

    Vorbereitungen

    Role required: wm_agent

    Prozedur

    1. From your mobile device, launch the Mobile Agent application.
    2. On the navigation bar at the bottom of the screen, tap the My Tasks tab.
      The home screen of the My Tasks application opens with the first few tasks in the list of tasks assigned to you displayed.
    3. If the task to which you want to add a work note isn't displayed, tap See all.
    4. Wahlweise: Filter or sort the task view.
      • To filter your tasks, tap the Filter icon (Filter icon) and enter the values to use as a filter in the Due Date, Asset, Location, or Priority fields.
      • To sort your tasks, tap the Filter icon (Filter icon), tap Sort by, and select the fields to sort your tasks.
    5. Tap the work order task for which you want to add a work note.
    6. Tap the Activity tab.
      All the work notes related to the work order tasks are listed.
    7. Tap Compose.
    8. On the Compose screen, type your comments related to work order task.
    9. Tap Post.

    Ergebnisse

    The posted work note is shown in the Activity tab of the work order task record.