Using My Assigned Tasks and Rich Text Notes in shopVOX Go

Crystal Richard Updated by Crystal Richard

Using My Assigned Tasks and Rich Text Notes in shopVOX GO

Introduction

The shopVOX Go app now allows mobile users to view and manage tasks assigned specifically to them, while also providing rich text formatting capabilities for both tasks and notes. These enhancements make it easier to stay organized, document important information, and access related records directly from your mobile device.

This article is designed to supplement the video below, with terminology and steps aligned directly to the walkthrough demonstrated.

Related video: Video Link Here

Step 1 – View Your Assigned Tasks

  1. Open the shopVOX Go app.
  2. From the Home page, locate the My Tasks section.
  3. Click the Assigned tab.
  4. Review all tasks currently assigned to your user account.
  5. Use the sort dropdown to organize tasks by:
    • Date
    • Name
    • Created Date
    • Task Type
  6. Use the adjacent icon to toggle between Ascending and Descending order.

Step 2 – Edit and Update Task Details

  1. Locate the task you would like to update.
  2. Click the Action button on the right side of the task.
  3. Select Edit.
  4. Enter or update information as needed.
  5. Select a task type if applicable.
  6. Click the Green Save Button to save your changes.

  1. Open a task containing a linked customer, job, or transaction.
  2. Locate any blue hyperlinks displayed within the task.
  3. Click the desired link.
  4. Review the related information, notes, and details associated with the parent record.
    There may be other available links as well.

Step 4 – Mark a Task as Complete

  1. Return to the My Tasks section.
  2. Locate the completed task icon.
  3. Click the Circle Icon next to the task.
  4. Verify the icon changes to a Green Checkmark, indicating the task has been completed.

Step 5 – Use Rich Text Formatting in Job Notes

  1. Open a job within the shopVOX Go app.
  2. Select Show Notes.
  3. Review any existing notes.
  4. To create a new note, select Add Note.
  5. To modify an existing note:
    • Click the Action button.
    • Select Edit.
  6. Use the Rich Text Editor to add formatting such as:
    • Bullet points
    • Highlighting
    • Bold text
    • Italics
  7. Click the Green Save Button to save your note.

Notes & Tips

🔹 Tip: Use task sorting options to quickly locate high-priority work or recently created tasks.

🔹 Tip: Add structured notes using bullet points and formatting to improve readability for coworkers who review the record later.

⚠️ Warning: Remember to click the Green Save Button after making any task or note changes. Unsaved changes will not be retained.

⚠️ Warning: When marking a task complete, verify the icon changes to a Green Checkmark to ensure the task status has updated successfully.

Outcome / Summary

After following these steps, you should be able to:

  • View all tasks assigned to your user account within shopVOX Go.
  • Sort and organize assigned tasks using multiple sorting options.
  • Navigate directly to linked jobs, transactions, and customer records from a task.
  • Mark assigned tasks as complete.
  • Create and edit job notes using rich text formatting within the mobile app.
  • Improve mobile documentation and communication through enhanced task and note management.

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