Tasks

Overview

Field	Details
Roles	Admin/Manager Only
Type	MINOP - MTrack Management System - Tasks Module
Device	Web Application

Goal/Scope

The Tasks module in the MTrack Management System enables administrators to create, assign, and monitor tasks for field employees. Tasks are linked to specific client locations, allowing real-time tracking of employee activities, task progress, and completion status. The module provides full visibility into field workforce operations with priority levels, status tracking, and journey monitoring capabilities.

Step 1: Access the Tasks Page

• From the left navigation menu, click on "Field Tracking" to expand the submenu. Then select "Tasks".

• The Tasks page opens with the "All Tasks" tab selected by default. The page displays all tasks in a table with the following columns:

Column	Description
Task ID	Unique identification number for the task (e.g., TSK000035).
Employee	Name of the employee assigned to the task.
Client/Site	The client location or site address where the task is to be performed.
Task Title	Title of the task along with the subtask count (e.g., Task 1 - 3/3).
Date & Time	The scheduled date and duration of the task (e.g., Today, Duration: 1h 4m).
Priority	Priority level of the task (Low, Medium, High) shown in color-coded format.
Status	Current status of the task (Pending, InProgress, Completed, Overdue).
Actions	Action icons including Track Journey (location icon).

• Users can use the Search icon to find specific tasks, the Download icon to export data, and the Filter icon to apply filters.

Step 2: Create a New Task

• To create a new task, click the "+" icon button at the top right corner of the page.

• A "Create New Task" side panel will open with the following sections:

Basic Details

Field	Description
Task Title *	Enter the title of the task (mandatory).
Description	Enter a detailed description of the task.
Priority	Select the priority level from the dropdown (Low, Medium, High).

Assignment & Location

Field	Description
Assign To *	Select the employee to assign the task to (mandatory).
Location Type *	Select the type of location for the task (mandatory).

• After filling in all the required details, click "Save Task" to create the task. Click "Cancel" if you do not want to proceed.

Step 3: Track Employee Journey

• To track the journey of an employee for a specific task, click the "Track Journey" icon (location pin icon) in the Actions column of the respective task row.

• Hovering over the icon will display the "Track Journey" tooltip.

• Clicking this icon will navigate you to the Employee Journey page where you can view the real-time map location, route, and task progress of the assigned employee.

Step 4: Filter Tasks by Status

• The Tasks page provides a status filter dropdown at the top left to quickly filter tasks based on their current status.

• Click on the "All Status" dropdown to view the available filter options:

Status	Description
All Status	Displays all tasks regardless of their status.
Pending	Shows only tasks that have not been started yet.
In Progress	Shows only tasks that are currently being worked on.
Completed	Shows only tasks that have been completed.
Overdue	Shows only tasks that have passed their due date without completion.

• Select the desired status to filter the task list accordingly. The table will update to show only tasks matching the selected status.