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Overview

The mobile app is the primary interface for field workers to execute tasks. View assigned tasks, work through workflow screens, and complete tasks on the go.

Assigned Tasks

See all tasks assigned to you

Screen by Screen

Execute workflows step by step

Data Capture

Photos, signatures, locations

Task History

Review completed work

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Task List

When you open the app, you see your task list:

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Assigned Tasks

Tasks assigned directly to you or to your team appear here:
InformationDescription
Task NameFrom workflow name or task data
Scheduled TimeWhen the task should be done
Current StateWhere you are in the workflow
PriorityVisual indicator if urgent

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Filtering Tasks

Filter your task list by:
  • Status (New, In Progress, Completed)
  • Date range
  • Workflow type

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Executing a Task

1

Select Task

Tap on a task from your list
2

View First Screen

The workflow’s current screen appears
3

Enter Data

Fill in required fields on the screen
4

Tap Transition

Tap the transition button (e.g., “NEXT”, “Submit”)
5

Continue Through Screens

Repeat until you reach a terminal state
6

Task Complete

Task is marked as completed

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Screen Components

Workflow screens can contain various components:

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Input Components

ComponentPurpose
Text InputEnter text data
Number InputEnter numeric values
Date PickerSelect dates
DropdownChoose from options
Radio/CheckboxSelect one or multiple

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Capture Components

ComponentPurpose
CameraTake photos
SignatureCapture signatures
LocationRecord GPS coordinates
File UploadAttach documents

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Display Components

ComponentPurpose
Text DisplayShow information
ImageDisplay images
MapShow locations

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Transitions

Transitions are the buttons that move you between screens:
  • Tap a transition button to proceed
  • Multiple transitions may be available (different paths)
  • Some transitions may be disabled until requirements are met
  • Location may be captured during transitions (if configured)

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Task History

View your completed tasks:
1

Go to History

Tap History or Completed tab
2

Browse Tasks

See list of completed tasks with timestamps
3

View Details

Tap a task to see the data you entered

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History Information

FieldDescription
Task NameWorkflow/task identifier
Completed DateWhen you finished
DurationHow long it took
Data EnteredAll field values captured

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Notifications

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Task Assignment

When a task is assigned to you:
  1. Push notification appears on your device
  2. Task appears in your task list
  3. Badge count updates on app icon

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Notification Settings

Control notifications in your device settings:
  • Enable/disable push notifications
  • Set quiet hours
  • Configure notification sounds

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Offline Mode

Work without internet connection:
  1. Tasks are cached when you have connectivity
  2. You can view and execute cached tasks offline
  3. Data you enter is stored locally
  4. When back online, changes sync automatically
  5. Conflict resolution handles simultaneous edits
Some features require connectivity: API integrations in automations, real-time location validation, push notifications.

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Tips for Field Workers

Open the app in the morning to download your assigned tasks while on WiFi.
Finish tasks before the scheduled end time to avoid overdue status.
Ensure good lighting and focus when taking photos for tasks.
Return to connectivity to sync completed tasks before logging off.

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For AI Agents

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Mobile Task List API

GET /api/v1/mobile/tasks
Authorization: Bearer {token}

# Query parameters
?status=NEW,IN_PROGRESS
&page=0
&size=50

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Task Execution API

# Get current screen for task
GET /api/v1/mobile/tasks/:taskId/screen
Authorization: Bearer {token}

# Submit screen data and transition
POST /api/v1/mobile/tasks/:taskId/transition
Authorization: Bearer {token}
Content-Type: application/json

{
  "transitionName": "NEXT",
  "data": {
    "customer_name": "John Doe",
    "signature": "base64...",
    "photos": ["url1", "url2"]
  },
  "location": {
    "latitude": 40.7128,
    "longitude": -74.0060
  }
}

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Task History API

GET /api/v1/mobile/tasks/history
Authorization: Bearer {token}

# Query parameters
?fromDate=2024-01-01
&toDate=2024-01-31
&page=0
&size=50

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Offline Sync API

# Sync offline changes
POST /api/v1/mobile/sync
Authorization: Bearer {token}
Content-Type: application/json

{
  "changes": [
    {
      "taskId": "task_123",
      "transitionName": "COMPLETE",
      "data": {...},
      "timestamp": "2024-01-15T10:30:00Z"
    }
  ]
}

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Mobile Screen Structure

interface MobileScreen {
  screenId: string;
  name: string;
  components: MobileComponent[];
  transitions: MobileTransition[];
}

interface MobileComponent {
  componentId: string;
  type: string;
  config: {
    label?: string;
    placeholder?: string;
    required?: boolean;
    dataField?: string;
    options?: string[];
  };
  value?: any;
}

interface MobileTransition {
  transitionId: string;
  name: string;
  displayName: string;
  enabled: boolean;
  collectLocation: boolean;
}