View, Edit, Filter Tasks on web
Detailed view of a task in:
- From URVA Home Page, go to
Tasks
under Operations. - Choose
territory
from the pop-up window and Submit
. (All tasks done in that territory will be displayed on screen) - Click on the particular Task to view details.
- On left side, you can view the task stages and user to whom task has been assigned.
- Under
Forms
tab, you can view the task fields and location map where task was completed along with the data which is filled by mobile user. - On the right hand side, under
Timeline
tab, appears the task timeline that indicates the logs of the task like assign time, start time and completion time of task. (So you can have an idea on time taken to complete that job/ time spent at customer's location). - From top right bar, you can schedule task, assign priority, export task in pdf and delete the task.
- Click on any of the option and then
Submit
to confirm.
Apply Filters:
Filters let us save the task searches so we can find the exact tasks we need thereby saving our time and energy.
Following are the query filters and what they do:
1.Created At : All task can be searched and displayed which are created at a particular day/ date.
2.Updated At : Tasks which can be updated at some particular time are listed.
3.Created by : Filter tasks that are created by particular user .
4.Modified by : Filters tasks that are modified by particular user.
5.Assigned user : Tasks of particular users in all states can be searched.
6.Workflow stage : Workflow stage wise filtering of tasks. For example: you can view either view Pending tasks or Closed Tasks at a time as per the task stages.
Here is how you can filter the tasks:
- Go to
Tasks
module. Click on Filter
icon. - Use universal '
Type To Search
' option or filter data by different available. - Choose the + icon to add
Filter
and type values to search in Filter data by
button - Click
Filter
to view filtered data.
Add Task View as favorite:
Filters can be saved as favorite so that there is no need to filter data again and again for viewing the same data.
Editing a Task:
Go to Tasks
module.
Choose activity form and Submit
.
Choose the task you want to edit and click on pencil Icon 
Edit the details as per requirement and click on Update
View Filled fields only:
Now, when you review a task in URVA, you’ll only see the fields that were actually filled out—empty fields won’t appear. This makes it much easier and faster to go through a task, especially if the form has many sections. You can quickly focus on what’s important, spot mistakes (if any), and complete reviews without unnecessary scrolling. It’s a simple but powerful update that saves time and helps you work more efficiently.
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