Overview
One difference that sets apart the mobile app from the desktop is the Manage Work page. In the mobile app, this tab is not made available. However, this does not mean that you cannot use some of the functions it has to offer.
One example is the task calendar, where a user can see open and future tasks on a calendar view. This article will walk you through how to recreate a task calendar on mobile by using the custom dashboards feature.
Table of Contents
Create and Share a Dashboard from the Desktop
Scenario: You want one of your technicians to be able to view a calendar of all their future tasks on their mobile devices.
Go to the Custom Dashboard page. Select the "+" to add a new tile.
Once selecting the icon, manage your settings so they will show the type of information that you want. For this example, you will want the following settings:
I want... "Tasks"
With a Status of... "Open" and "In Progress" (can include more based on your needs!)
Viewed as a... "Calendar"
Filter by Who it is Assigned to? ... "Yes" (this limits the calendar to only the chosen user's tasks)
When you are finished, select "Save."
After adding the calendar, you will see it appear as a tile on your dashboard. In the upper right corner of the dashboard, there is an arrow icon that says "Share" when you hover your cursor over it.
You can choose the user who the calendar correlates with by clicking on their name, then "Select."
The next time that user logs into Limble on their mobile device, when they go to Custom Dashboards they will be able to pull up that calendar.
(Note: you can create multiple dashboards if you wish to use this feature for multiple users.)
Create a Dashboard Widget from the Mobile App
On the mobile app home page, select "Dashboards" under the Essentials header.
Add a new dashboard to isolate the calendar widget (optional).
When on your desired dashboard, select the green "+ Add Widget" button.
The following settings are recommended, but can be customized to fit your needs!
I want... "Tasks"
With a Status of... "Open" and "In Progress" (can include more based on your needs!)
Viewed as a... "Calendar"
Filter by Who it is Assigned to? ... "Yes" (this limits the calendar to only the chosen user's tasks)
Based on task names and attributes, turning the device horizontally may better display task details.
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Still don’t see what you’re looking for? Check out our YouTube channel for more tips and tricks! You can also reach out to us anytime at support@limblecmms.com.