Export tasks in PDF || Steps || URVA

Export tasks in PDF

Task can be exported in the form of PDF file for each task.

Export tasks in PDF form:

  1. From URVA home page, go to Tasks under Operations 
  2. Choose Activity from the list and Submit
  3. Over each task in FINISH state (it can be customized), there is an option of PDF when you click on three dots. Click on that option and PDF of task will be downloaded
  4. Alternatively, click on any of the listed tasks and click PDF on the top the screen.
  5. Your task details will be downloaded in an excel. The name of the template will be in the given format: {taskid}{Name of the activity form}{Date of PDF Export}. If the forma name is Visit Form and task id is 10 and pdf is exported on 13-05-2024, the pdf file will be named as 10Visit Form130520204.




    Download tasks in bulk:

    Additionally, you can export task pdfs in bulk. Follow these steps:

    1. Click the check boxes  to select multiple or all tasks visible on the screen.
    2. Click on  icon for more options.
    3. Select Bulk Pdf option. 
    4. Choose the template. (You can also make this file password protected)
    5. Click Generate and the link will be shared via email to download the pdfs.


    Download task in Mobile app:

    1. From Hello screen, go to Work.
    2. Go to My Completed tasks.
    3. Click on any task to open.
    4. Go to Forms tab.
    5. Click on + icon and then Download pdf.
    6. The task will be downloaded in pdf form.



      • Related Articles

      • Create, Upload & Assign Tasks

        URVA facilitates you with option to allocate task in bulk, hence multiple tasks can be assigned to multiple users in one go. This saves lot of time & effort. To create new Tasks Manually follow the steps mentioned below: One by One create tasks: From ...

      • Scheduling a task

        There are two methods to schedule a task, web user can schedule a task from the web, and app user can do the same from within the URVA application. Let us know how to schedule the task. To schedule a task from office to user for future date, please ...

      • Change territory of the task/ move task from one territory to another

        URVA facilitates users with the option to change the territory of the task/Move task from one territory to another in one go. This saves a lot of time & effort. To change the territory of the task/ move a task from one territory to another, follow ...

      • View, Edit, Filter Tasks on web

        Detailed view of a task in: It consists of full details of a particular task, which are filled by Mobile user. You can view detailed information which is filled in the task along with other information. Follow these steps: From URVA Home Page, go to  ...

      • Tasks movement/ actions performed on URVA web

        Move tasks/ approve tasks from one state to another : From URVA Home Page, click on the Tasks module under Operations. Choose the Task that is completed by the field user. You can choose the check mark icon against any of the tasks. Click on the ...