How Does Task Auto-Completion by Form Submission Work
Redlist now allows required forms to automatically complete tasks upon final submission, reducing steps and ensuring compliance. This automation only triggers if:
The form is assigned as “required” to the task.
There are no other completion requirements, e.g., signatures, meter readings, or additional forms.
For tasks with multiple required forms or extra completion requirements, the user is prompted accordingly.
How to Enable Auto-Complete Task on Form Submission
Go to Settings > Maintenance Tasks > Task Completion.
Enable “Autocomplete Task on Form Submission.”
Mobile & Web:
On both platforms, submission of a final required form can complete the task.
If required, completion modal will request outstanding details (signature, duration, etc.).
On mobile, if form is submitted offline, task status updates when back online.