View and action your tasks
The Inbox contains all your outstanding tasks. You start from navigating the task list to select a task. OneList then displays the task detail, the supporting document if any, and available task actions.
OneList layouts are configured based on the scenario and organisational requirement of decision-makers to include only critical information. First at a summary list level (for quick action), and then at increasing levels of detailed drill-down as required. A drill-down is indicated by the '>' symbol.
Web App Inbox
Mobile App Inbox
Display attachment on Web App
Select the attachment link to preview the document. Note: only .pdf and images can be previewed. You need to download the document for other document types (e.g. office documents, etc.).
Display attachment on Mobile App
Tap on the Attachments button and select the document to view it.
Display task list in category view or single list view on Web App
- Select the Category or Tasks from the dropdown above the task list to toggle the views.
- In category view, tasks are grouped by category and show the number of tasks for each category.
- In the single list view, all tasks are listed enabling search task by title.
Use the Inbox toolbar functions
On the Web App, the Inbox toolbar is located above the task list.
On Mobile App, navigate to the Inbox then tap theat the top right corner to access the toolbar.
The inbox toolbar has the following buttons:
- The "Sort" button re-orders your tasks by its Title, Requested Date, Due Date or Priority;
- The "Filter" button filters your tasks by the selected value.
- The "Search" button to find task by its title; Note: on the Web App, the Search button is only available in the Tasks view.
Action your task
You take action against your selected task by clicking the action button available for the task. You may be prompted to enter additional information e.g comments for rejection, and you must complete all the mandatory fields before the action can be submitted. Mandatory input fields are indicated with *.
Action on Web App
Action on Mobile App
IQX OneList Documentation - 6.40