View Work Activity Lists and Summary Cards

You can view work activity lists and summary cards.

The work activity list displays all of the work activities in your selected work Activity Type.

  1. To change the work activity type displayed in the work activity list, tap View on the Top Navigation menu.

The View panel opens, displaying each activity type along with the number of work activities in each work activity list. The displayed count indicates how many activities of that type are assigned to you. For example, Assigned to me (7) above Service Requests indicates that there are seven service requests assigned to you.

  1. Tap or search for your desired work activity type.

The work activity list updates to your selected work activity type.

NOTE: The selected work activity type determines which activities you can create or search. For example, selecting the Service Requests work activity type allows you to create new service requests and search existing ones.

Work activities are displayed as summary cards, which display fields that can be searched by tapping the Search icon on the Top Navigation menu. See Search for Work Activities for more information.

The following fields display on all work activity summary cards:

  • Priority
  • Status
  • Work Activity Number
  • Assigned to me label
  • Address
  • Start Date

The following fields display on certain work activity summary cards: 

  • Service Requests
  • Projected Complete Date
  • Cases
  • Case Number
  • Case Tag
  • Case ID #
  • Case Description
  • Case Tasks
  • Case Task Code
  • Case ID #
  • Case Description
  • Case Violations
  • Case Violation Code
  • Case ID #
  • Case Description

Search results appear under the Activities list. When loading more workflow items, Trimble Unity Field shows a loading indicator.

You can access the following actions from a summary card: 

  • Summary Card: Tap to open the work activity and view work activity details.
  • Map icon: Tap to view the work activity on the map. The map zooms to the highlighted work activity pin and the activity card is shown.
  • More icon: Tap the three dots to access more actions for the work activity.
  • Directions: Tap to get directions to the work activity.
  • Sync: Tap to perform a sync.
  • Create Related Activity: Tap to create a related work activity. This action is only available for work orders, service requests, and inspections.
  • Locate: Tap to locate the work activity. See Show Distance and Bearing and My Location On Maps for more information.
  • Web: Tap to open the work activity in the web application. See Open In Web for more information.