This article is part of Task Management and covers the Task Sheet. 

When a single task is clicked from the My Tasks page, the task sheet is opened. From the task sheet, users can review task details, mark tasks as complete, and read or write comments, if needed. 

This article covers the following:

Note: Task Management is an add-on to Operations. Please contact your Sales Representative to learn how the Task Management add-on can enhance your R365 experience.

To open a task sheet, navigate to the My Tasks page by clicking My Tasks from under Task Management in the Smart Ops left navigation. Then, locate and click the appropriate task to open the sidesheet.


This will open the task sheet. 

Task Sheet

The contents of the task sheet can be broken up into the following sections:

Task Sheet Header 

From the Task Sheet header, users can mark a task as Complete/Incomplete or navigate to the next task on the task list.

Mark CompleteThis button will be enabled once the necessary task requirements have been completed. Once enabled, users can click this button to mark the task as completed. Once marked as completed, the button will reflect the changes

If necessary, users can mark the task as incomplete by clicking the 'Completed' button 
Next/Previous TaskClick the forward or back arrow buttons to navigate to the next or previous task on the task list. 
Add AttachmentWhen applicable, users can add an attachment to the task by clicking the attachment icon from the header. This will open the file window so that users can select a file. Once selected, the file will upload to the task sheet.

Users can upload additional attachments by clicking the attachment icon again or the add file button . Up to 10 attachments can be added.

Some tasks may require that an attachment be added before the task can be marked as complete. 

Task Requirements 

The Task requirements will differ and will be dependent on the task type. Users may be asked to enter a numeric value or to complete an additional entry in R365, such as an Inventory Count. The Task requirement section will have the following information:

Task NameThe name given to the task.
Task RequirementsThe requirement(s) of the task will be dependent on the task type. Users may be asked to do any of the following:
  • Review the task and mark as complete
  • Make one or multiple selections
  • Enter a value or text
  • Click Guide Me, which will guide the user through completing a record, running a report, following a shortcut, or completing a request
  • Click +Add Required Attachment, which will prompt the user to attach a file to complete the task
AssigneeThe user(s) that are assigned to the task. These are the individuals that are responsible for completing the task.  Read about task assignments, here. 
 Requirement DescriptionWhen the task type is an requires user to click Guide Me, the requirement description will be listed below. This description will tell users what must be done before the task can be marked completed. 
 TimelineHow often the task needs to be completed at the time that the task needs to be completed by.

The End of Day option is tied to a location's Start of Day configuration. When a Start of Day is not configured, the default end of day is is 12am. 
 AvailabilityThe availability of the task including the date/time the task is unlocked and available to complete, and the date/time that the task will be locked and unable to complete. 
 TagsAny tags associated with the task will appear here. Read more about tags, here.
The written description of the task. These descriptions may give the user more insight on the task.
AttachmentsIf the task management admin has uploaded any attachments to the task, they will be featured here. These attachments may be files related to completing this task, like instructions or relevant photos.

All task criteria and requirements are configured when the task is created while building a task guide


In the comment section, users can leave comments or notes regarding the task, if needed. Use the @ function to notify a specific user of the comment. These comments can then be read by other users with Task Management access.