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This article is part of the Manager Log Module training.  Click here for more information on the Manager Log Module

 

Intro

This article will explain how to use a Task List.  As task lists can be used on both the Browser and R365 Mobile App versions, we will demonstrate both, starting with Browser.  Scroll down for the Mobile App Instructions

Click here to for a similar article on how to Create Log Entries

 


Browser Instructions

Step 1: Login to R365

Log in to R365 and navigate to the ‘Manager Log’ module by selecting ‘Manager Log’ in the module selector

 

Step 2: Select ‘Task Lists’ in left nav

Click ‘Task List’ in the left nav to display available Task Lists.  Update the Location, Task Lists, and Date filters if needed

 

Step 3: Click on the Task List you want to complete

 

Step 4: Task List Instructions and Filters

Hover over the instruction icon  to learn more about the task list if needed.

If the Task List has task that are  assigned to several different Employees, you can filter the list to include only yourself by clicking on the User Selector, clicking ‘Select None’ to deselect the entire list, then finding and selecting just yourself.

 

Finally, you can filter to show just Open, Completed, Incomplete, or All tasks.  Click ‘Print List’ to create a report of the Task List that you can print

 

Step 5: Complete the Tasks in the Task List

Depending on the Task, you will need to respond with a checkbox, a yes/no toggle, a short text, a long text, a whole number, or a decimal number.  Task completion is saved instantly, so once you mark off a task, it is complete and cannot be ‘un-completed’.  Tasks requiring a response that are left blank will remain as ‘incomplete’ until a response is entered.  When the task list is complete, you are done!

Click here to view a gif showing how to Complete the Task List

 


R365 Mobile App Instructions

Step 1: Login in to the R365 Mobile App

Log in to the R365 Mobile App and navigate to the ‘Manager Log’ module by tapping ‘Manager Log’ in the menu

     

 

Step 2: Tap ‘Task Lists’

Tap ‘Task Lists’ to display available Task Lists.  Tap on the Filter icon to Update the Dates, Locations, Task Lists, and Status.  Click ‘Apply’ to set the filter

           

 

 

Step 3: Tap on the Task List you want to complete to open it

Expand the section where the Task List is located by clicking ‘>’ sign on the right.  Then tap on the Task List to open it

 

 

Step 4: Task List Instructions and Filters

Tap on the instruction icon  to learn more about the task list if needed.

Tap the Filter icon to show just Open, Completed, Incomplete, or All tasks.  ‘Include Not Assigned’ will display Tasks that have not been assigned to an Employee.  Click ‘Apply’ to set the filters

 

 

Step 5: Complete the Tasks in the Task List

Depending on the Task, you will need to respond with a tap to complete the checkbox, a yes/no toggle, a short text, a long text, a whole number, or a decimal number.  Task completion is saved instantly, so once you mark off a task, it is complete and cannot be ‘un-completed’.  Tasks requiring a response that are left blank will remain as ‘incomplete’ until a response is entered.  When the task list is complete, you are done!

 

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