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FieldLogs

Sharing a Task via Link/Mail

If a  technician performing a Task faces an issue, the technician can share the Task directly with the supervisor. This is more efficient than having the supervisor search for the specific Task. 

Sharing a Task via a link/mail is a secure operation. Only FieldLogs authorized users can access these Tasks.

Note

You can also Share the Task from the Inbox and Planning sections.

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To Share a Task via Link/Mail:

  1. On the main menu, go to Tasks > Task.

    Sharing_a_task_via_mail_1.png

    The section Task opens.

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  2. Select a Task from the Task list.

    Sharing_a_task_via_mail_2.png

  3. Click the dropdown to display the list of options.

    Sharing_a_task_via_mail_4.png

  4. Click Share this Task.

    Sharing_a_task_via_mail_4.png

    After Sharing the Task, the user who has access to the Task will be able to view and continue.

    A Share dialog box appears.

  5. You can share the Task via Link and/or Mail as shown below.

    Sharing_a_task_via_mail_5.png

    Click Share via Mail to share the Task through email.

    sharing_via_mail.png

    The email client opens a draft email with the Task details. You can send an email to the required Fieldlogs user. If the user has access to the Task, they can view it.

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    Click Share Link to share the Task through the Link.

    Share_link.png

    The link is copied to the clipboard and can be shared.

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