Timecard GPS: Searching Tasks on Other Teams

We have just implemented a very useful feature called Task Search, which will enable your field workers to search for a task that has been assigned to another team from the Administrator Portal.

There can be times where employees need to cover for someone else's shift, or you are keeping the complete list of customers on a separate team to avoid users having hundreds or thousands of tasks on their device.

To enable Task Search, log in to the Timecard GPS Administrator Portal and go to the Administrator tab. Once there, select Preferences. You will find an option called "Enable Task Search on Device" close to the bottom of the available options. Make sure to check the box to enable Task Search!

Once this is done, the rest of the magic happens in the application itself, here is an example of how to use it. Let's say you are going to clock in to a job named "Purchase", so you tap on the icon #1 to see the tasks list. This is when you notice that there is no "Purchase" task but you know for sure that other team has it, or your boss instructed you to search for this job if for any reason you didn't have it yet.

Notice the "SEARCH" option on the top right of the screen with the tasks list. This is what you need to use to look for the missing job.

When you select it, you will be taken to the Task Search screen. There will be two checkboxes:

1. All Dates: enables you to search for jobs that should be available regardless of the date it was scheduled for.
2. All Teams: with this option, you will be able to search for jobs on other teams, which is exactly what we are looking for! Make sure to select at least this option.

Type the name of the task you want to search for. The search is case sensitive, so make sure to consult with your manager as to the correct spelling. The app will start searching for the job and once it finds it, it will be shown just like in the tasks list so you can select it.

Once you tap it, you will be clocked in, just like with any task on your task list. Here you can see the screen showing a successful clock in by using the Task Search feature:

If you have any comments or questions, make sure to let us know in the comments section or contact us at customersupport@econz.com.

--Econz Team