bpm'online mobile
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Work with the calendar

The [Activities] section in the mobile application is synchronized with the primary bpm’online application and can be used both offline and online (Fig. 1).

Tasks can be displayed either as a virtual organizer or a drop-down list. In the calendar mode the tasks which you are responsible for, and those in which you were added to [Participants] detail, are displayed. In the list mode only the tasks which you are responsible for are displayed.

Fig. 1 [Activities] section of mobile application

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Calendar mode

In calendar mode, tasks are displayed in a virtual organizer. The calendar area is divided into days. The date and day of the week are displayed in the heading of each day column. The current day is highlighted.

Depending on the size of your mobile device screen, the default calendar is displayed for the current day or for the current week. If necessary, you can change the display period of the schedule.

Note

Due to work limitations  of different mobile devices the displaying of the schedule can be different. For tablets: the schedule in the [Activities] section can be changed to weekly or daily mode. For mobile phones:  in portrait view, the schedule is always displayed daily and in landscape view it is displayed weekly.

The current time is indicated with an orange line.

In the calendar area all activities are displayed in the form of rectangular blocks whose height corresponds to the duration of the activity.

In the left side of the calendar area time intervals are displayed.

Activity colors in calendar view

Activities in the calendar view are highlighted with different colors depending on their status and due date.

  • Activities are highlighted red when their due time has already passed and are not in the final state yet.

  • Activities are highlighted blue when their due time hasn't passed and are not in the final state yet (scheduled or in progress)

  • Grey is used to highlight activities that are in the final state (completed or canceled).

Drop-down list mode

The [Activities] section can also be viewed as a drop-down list (Fig. 2).

Fig. 2 [Activities] section of mobile application as a drop-down list

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You can select the view (drop-down list or calendar) in the upper area of the workspace area (Fig. 3).

Fig. 3 Selecting view in [Activities] section

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Viewing the calendar of another owner.

The ability to view the calendar of another owner is only available in online mode.

To view the calendar of another owner:

1.Tap the [Edit] button in the upper right corner of mobile application (Fig. 4)

Fig. 4 Changing owner to view the calendar

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2.Select an owner in the drop-down list (Fig. 5).

Fig. 5 Selecting an owner to view the calendar

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3.To get back to your calendar tap the [My activities] button in the owners drop-down list.

How to create a new task.

To create a new task in the [Activities] section, tap the btn_add_from_list.png button.  Then, fill in the required information and tap [Save] (Fig. 6).

Fig. 6 New task page

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How to create a multi-day task

When working in mobile application you can create multi-day tasks (tasks lasting for more than one day).

To create a multi-day task:

1.Highlight a task in the calendar (Fig. 7)

Fig. 7 Creating a task in the calendar

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2.Drag a task to the panel with the days of the week (Fig. 8).

Fig. 8 Dragging a task to the panel with days of the week

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3.Hold the small circle on the corner of the activity bar btn_mobile_end_activity.png and drag it to expand the activity to the required range (Fig. 9).

Fig. 9 How to create a multi-day task

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How to change the calendar view

To change the display period for tasks in the calendar, tap the scr_activity_period_button.png button and select the required time interval.

Tap anywhere on the blank calendar space and swipe right to go to the next day or left to go to the previous day (Fig. 10).

Fig. 10 Switching between days

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How to change activity duration in the calendar

You can also change activity duration without opening its page. Tap an activity, hold the circle at the corner of the activity btn_mobile_change_time.png, and drag it to the required time (Fig. 11).

Fig. 11 Changing activity duration

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To move an activity to another time, drag it to the required time interval.

How to change a task status

To change a task status, go to the activity edit mode and select the required value in the [Status] field.

If you need to mark a task as completed, tap the button in the calendar and then tap the btn_mobile_change_status.png button (Fig. 12).

Fig. 12 Changing task status

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To return a task to its initial state, select it in the calendar and tap btn_mobile_change_status_work.png (Fig. 13).

Fig. 13 Changing status of a completed task

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Actions menu

The actions menu is used for copying, deleting and splitting tasks. To view the options, highlight a task and tap btn_mobile_card_menu.png (Fig. 14).

Fig. 14 [Activities] section actions panel

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The [Copy] action menu is used to copy tasks. When copying a task from the calendar, the [Participants] details are also copied. When copying from the activity page a new page is created in which you can fill in all the required information.

To delete tasks, select [Delete].

To split tasks, for example if several activities overlap in the calendar, use the [Split] action. As a result, the system splits the activity based on the time of the end and the beginning of overlapping tasks.

In online mode you can also display activities created in the bpm'online main application. To do this, use the [Refresh] action.

See also

How to work with the [Cases] section

How to work in the [Dashboards] section

Mobile application FAQ

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