Skip to main content
LLMs.md

Tasks in the App

In the LiteLog app, your employees view and complete tasks on the go — including checklist, photo proof, and offline mode. Tasks are created in the web portal's Tasks & Rounds workspace or directly in the app; they are analyzed in the portal.

Features at a Glance​

Creating a Task in the App​

The Task quick action on the dashboard opens the "New task" form with the active property preselected (Create tasks permission). The app always saves a new task on the device first and then uploads it to the server, online as well as offline. Until the upload, the task carries the Waiting for upload badge in the dashboard's task feed, and the detail view shows a note that the task is saved on the device. You can complete the task right away; editing and status changes are only possible after the upload. The task appears in the task list and in the calendar only once it has been uploaded.

If the server permanently rejects the task, the app shows Upload failed with the reason. Use Discard task in the detail view to remove the task from the device.

Viewing Tasks​

The task feed right on the dashboard shows all open tasks of the properties you have access to — together with the planned rounds. These are not only the tasks assigned to you: the assignee is a hint, not a lock. In addition, you see the open tasks of the currently selected property in its property view. Overdue tasks are marked accordingly.

Opening the Detail View​

Tapping a task opens the detail view with title, description, due date, priority, assignment, and attachments — the same information as in the detail view in the portal.

Changing the Status​

Use the status field to set a status such as In progress or a custom phase of your account (Edit tasks permission). Changing the status does not replace completing: only the complete button creates the proof with photo, form, or scan.

Checking Off the Checklist​

If the task contains a checklist, you check off the individual items directly in the app. The progress becomes visible to everyone as soon as the change is synchronized. The checklist is not a completion condition — the task can be completed even with open items.

Completing with a Photo​

Use the complete button to finish the task. If photo proof is required for the task, the photo capture opens when completing — the photo is taken live with the camera; choosing from the gallery is not possible. Without a photo, the task cannot be completed. The photo is stored with the task and is visible in the portal.

Completing with a Form​

If a form template is bound to the task, "Fill out form" appears instead of the complete button. Submitting the form completes the task. If the template is deactivated in the portal, the app only shows the note "Form inactive" — the task then cannot be completed in the app until the template is active again or the binding has been removed in the portal.

Complete Only at Checkpoint​

If "Complete only at checkpoint" is enabled for the task, the app locks completion until you have scanned a linked checkpoint. Scan the checkpoint and complete the task from the "Due at this point" overview.

Reporting as Not Feasible​

If a due task cannot be completed — for example because the room is occupied or the key is missing — tap Not feasible next to "Mark as done" in the task. The button is available wherever you complete a task: in "My tasks", under "Due today", in the overview after scanning a checkpoint, and in the task list at a route stop. A sheet asks for the reason from a fixed list: Access denied, Material missing, Area occupied, Safety risk, Equipment defective, or Other — for "Other" an explanation is mandatory. You can attach a photo. If the digital signature applies to tasks at the property, the app requests it just as when completing. If "Complete only at checkpoint" is set, reporting is also only possible after the scan.

Afterwards the task shows the status Not feasible (amber) and a banner with the reason in the detail view. The task counts neither as done nor as overdue. At a route stop, the task list counts "x of y done · n not feasible". In the portal, the property manager reviews the report and acknowledges or dismisses it — after dismissal, the task is open again. If the occurrence is completed later after all, LiteLog dismisses the report automatically. See Task Detail View (Portal).

Material on Completion​

If the Material feature is active, the task is assigned to a property, and you have the Create material permission, the material step appears when completing: the "Expected material" stored on the task is prefilled with the expected quantity, and you confirm or correct the quantities. The direction set per item in the portal determines the booking: with Withdrawal the step is called "Material consumed" and the quantity is deducted from the property stock, with Refill it is called "Material refilled" and the quantity is added; if the task contains both directions, each row shows its direction. Only rows with a quantity greater than zero are booked.

Already Completed Entries​

An occurrence of a series can be completed only once. If you open it again afterwards — for example from the history — the detail view shows the banner "Completed today — proof recorded." or "Completed on … — proof recorded." without a complete button; checklist and details are then read-only. One-off tasks move to the Done phase on completion and disappear from the task feed.

Completing Offline​

Tasks can be created, checked off, completed, and reported as not feasible without an internet connection. Changes are stored locally in the queue and synchronized automatically as soon as a connection is available again.

:::info Offline availability Offline, the task list is only available for the most recently used properties. Open a property once while connected so that its tasks are also available offline. Only open tasks with a due date within the synchronization period are kept offline. Tasks without a due date do not appear offline — not even when scanning a linked checkpoint. Therefore, give tasks that are to be completed offline a due date. :::

Good to Know​

:::tip Note

  • Tasks bound to a checkpoint appear when the checkpoint is scanned. In a planned round, such a task counts as completed with the scan, unless it requires photo or form proof — see Perform Route.
  • New tasks and changes from the portal appear in the app automatically after the next synchronization. Tasks created in the app, in turn, appear in the portal once the app has uploaded them.
  • My defaults (⋮ menu in the "New task" form): property, assignee, and due date that new tasks receive when there is no other context — the same defaults as the gear icon in the portal, mirrored on the device and therefore also effective offline.
  • If the same completion reaches the server twice — for example after an offline synchronization — it is merged into one proof; the app shows no error. :::

Permissions​

:::info Permission To see tasks in the app, you need the View tasks permission; to create them, Create tasks; to complete them, to report them as not feasible, and to check off the checklist, the Complete tasks permission; to change the status, Edit tasks. Contact your administrator if you do not have access. :::