# Daily Schedule
View and update project tasks planned for a chosen day from the Field Sale App Home tab — grouped by project, with inline progress or quantity updates, bulk save, and new task creation.
Open Daily Schedule
**Home** tab → **Daily Schedule**.
Requires **Daily Schedule** access and either **Task Schedule** or **Work Schedule** report access on the user role.
The screen opens with **today's** date and loads tasks scheduled for that day. Web equivalent: Project → Daily Schedule.
> Screenshot pending — `field-sale-app/images/daily-schedule.webp`
Filters
| **Filter** | **Description** |
|------------|-----------------|
| **Schedule Date** | Day to view. Changing the date reloads the schedule. |
| **Project** | Optional — limit results to one project. Shown when **Project — List** access is granted. |
Tap **Generate** to reload after changing filters. Pull down on the task list to refresh.
Task list
Tasks appear in project groups. Each group header shows the project name, bill number (when set), employee in charge, and a task count.
Each task row shows:
| **Field** | **Description** |
|-----------|-----------------|
| **Task name** | Tap to open read-only task detail. |
| **Status** | Not Started, In Progress, or Completed badge. |
| **Task number** | Bill or reference number when set. |
| **Category** | Project category name. |
| **Team** | Employee in charge or team members assigned to the task. |
| **Progress / quantity** | See Progress tracking mode below. |
Progress tracking mode
Progress tracking mode is set under Project Settings on the web ERP. The app uses the same company setting as the web Daily Schedule.
Quantity mode
When quantity tracking is enabled, each task shows:
| **Field** | **Editable** |
|-----------|--------------|
| **Target Qty** | Read-only, with unit when set. |
| **Completed Qty** | Editable when you have **Project Task — progress** access. |
| **Progress** | Read-only percentage derived from completed vs target quantity. |
Progress (percentage) mode
When percentage tracking is enabled, each task shows a single **Progress** value. Users with **Project Task — progress** access can edit the percentage (0–100). Others see the value as read-only.
Edited rows are highlighted until saved.
> **Status updates automatically.** After you save, a task moves to **In Progress** once progress goes above 0, and to **Completed** when progress reaches 100% (in quantity mode, when completed quantity reaches the target). Lowering progress below 100% on a completed task reopens it to **In Progress**.
Save Changes
When you edit progress or completed quantity on one or more tasks, a **Save Changes (N)** footer appears at the bottom of the screen, where **N** is the number of pending edits.
Tap **Save Changes** to submit all pending updates in one step. A success message confirms when the save completes.
Users without **Project Task — progress** access see progress and quantity as read-only and do not get the save footer.
New Task
When **Project Task — create** access is granted:
- Tap **New Task** in the filter area to create a task (optionally pre-selecting the project filter).
- Tap **New Task** on a project group header to create a task with that project pre-selected.
The **New Task** form includes:
| **Field** | **Required** | **Description** |
|-----------|--------------|-----------------|
| **Task Definition** | No | Predefined task picked from the Project Task Definition list. Selecting one fills the **Task name** automatically when it is still empty. |
| **Task name** | Yes | Name of the project task. |
| **Project** | Yes | Project the task belongs to. Locked when opened from a project group. |
| **Project Category** | No | Category from the project category list. |
| **Planned Start Date** | Yes | Defaults to the schedule date. |
| **Planned End Date** | Yes | Defaults to the schedule date. |
| **Employee In Charge** | No | Single employee responsible for the task. |
| **Team Members** | No | Additional assignees (multi-select). |
| **Target Qty** | No | Planned quantity when quantity tracking is used. |
| **Description** | No | Task notes or remarks. |
After a successful save, the schedule reloads and the new task appears when its planned dates cover the selected day.
Task detail
Tap a task name (or the task header row) to open a read-only **Task Detail** modal with full task information — dates, assignees, quantities, progress, status, and description.
Use this to review a task without leaving the Daily Schedule screen. Editing progress or quantity remains on the main schedule list.
Task attachments
The **Task Detail** modal includes an **Attachments** section listing files linked to the task. These are the same attachments shown on the web Project Task view, so files added from the app appear on the web ERP and the other way round.
| **Action** | **Description** |
|------------|-----------------|
| **Add** | Tap **Add** to open the upload screen, add an optional note, choose a file from the device, and tap **Upload**. |
| **Download / open** | Tap the download icon on a file to save and open it with the device's default viewer. |
| **Delete** | Tap the delete icon and confirm to remove a file. |
The list refreshes automatically after an upload or delete. When a task has no files, the section shows **No attachments**.
Access
| **Feature** | **Permission** |
|-------------|----------------|
| **Daily Schedule** tile on Home | Daily Schedule and (Task Schedule or Work Schedule report) |
| **Project** filter | Project — List |
| Edit **Completed Qty** or **Progress** | Project Task — progress |
| **New Task** | Project Task — create |
| Read-only schedule (no edits) | Task Schedule or Work Schedule report (without progress/create) |
FAQ
How is this different from Work Schedule on Reports?
Work Schedule is read-only — for viewing and sharing the day's plan. Daily Schedule is for updating progress or quantity and creating tasks in the field.
How is this different from the web Daily Schedule?
Both show the same day's tasks grouped by project. The web screen adds Excel export and print. The mobile app is optimised for field updates and task creation on site.
Why is the schedule empty?
No tasks have planned dates covering the selected day, or the project filter excludes them. Try another date or clear the project filter.
Why can't I edit progress?
Grant Project Task — progress on the Field Sale App user role. Without it, progress and quantity display as read-only.
Can I export or print from the app?
No. Use the web Daily Schedule for Excel export and print.
What date is used when I add a new task?
Planned start and planned end default to the schedule date shown in the filter area.
Can I attach files to a task from the app?
Yes. Open the task from the schedule to show the Task Detail modal, then use the Attachments section to add, download, or delete files. They are shared with the web Project Task view.