What happens when I finalize a task?

When you finalize a task in the SurveyPro the following will happen:

  • If you added a recipient email address in the Email Summary section, the app will send this email address a task summary document (with or without volume). 
  • The file will disappear from the App Dashboard. Finished tasks can be found in the Previous Tasks section, available to preview only. The numbers represent the weeks, select how long ago you finished it and the system will show you the name and number of the move file. Or you can use the search bar to search for a particular file. 
    -> If you wish to edit a move after finalizing, you must do this through the MoveDashboard OR by assigning a new task within the same move file and editing in the ProApp. 

Why is the ProApps user limited to do this? To avoid the user from deleting anything by mistake. This is one of the most common issues we have seen. Once the task is finished, the information can only be changed using a computer or by assigning a new task. This way we create a wall for the user, so users think twice about changing or deleting information by mistake.

Once the survey/packing/ is finished, the MoveDashboard creates documents automatically. If you change any detail, like address, item, etc. you will have to request the system to create a new file for you. You can find more information about documents here.