How to configure Now Mobile App's "My Tasks"?

TrenaFritsche · ‎04-28-2022

Hello, I have been reading tons of documents and watching videos, trying to find out how to configure the filter for the "My Tasks" that show up in this app. When I click on it, regardless of it having a number greater than 0, the following page says "No Data available", which didn't help me figure out what "Tasks" it was supposed to be showing. I finally found a small piece of information (not under Quebec, however) that indicated the following:

"Items assigned to a user for completion, such as approvals or policy acknowledgement, will appear in the tasks for the employee. Inline action can be taken to respond to approval requests."

The following link shows the look of the app when I open the app on my phone:

https://docs.servicenow.com/bundle/quebec-mobile/page/administer/tablet-mobile-ui/concept/now-mobile-app.html

I found instructions on setting up the Requst Filter, but do not see anything on the My Task Filters? Seems that the documentation is lacking. Anyone have any thoughts on what I can do? Also I kept seeing references to Onboarding being deprecated and wondered if this task stuff has anything to do with HR plugin?

Thanks,

Trena

Logan Poynter · ‎04-29-2022

Hello Trena,

I'd have to take the time to go into my PDI and set up the mobile app to be able to show actual examples so hopefully, I am still helping.

You are correct, you would need to clone the other associated items of embedded screen and item views as well. The relationship shared across the hierarchy is one in which everything needs to appropriately flow from your list into your screen with the appropriate fields where the list data can be dropped (Item Views).

Clone the Approve Request screen and REQ Approval Item Views, changing references to REQ to CHG for the respective fields you need to see within the Item View JSON. I don't know your experience with JSON but it's not as intimidating at the core for what needs to be changed: anything that is sysapproval.ref_sc_req_item changes to sysapproval.ref_change_request basically.

Please mark my answer as correct/helpful if it has helped you.

Thanks,
Logan

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MUsman · ‎08-31-2023

@Logan Poynter I'm currently facing the same issue, want to see all approvals in My Tasks, on the NOW Mobile app working on PDI but it just shows only the count number, and on clicking My Tasks it shows "no data available". any other possible solution How can I get all RITM and Change approvals within My Tasks?

TrenaFritsche · ‎04-29-2022

This is the copied item configuration that I copied:

But it still did not appear in the Item Stream "Approval To-do" as I would have expected.

I must be missing something else. Any ideas?

Connor Bass · ‎10-05-2023

I know this was a long time ago, but did you ever find an answer? Struggling with the exact same issue.

johnsmiths3321 · ‎11-05-2023

To configure the Now Mobile App's "My Tasks" screen:

1. Navigate to Applets in the Now Platform.

2. Search for My Tasks and select the applet with the ServiceNow NowMobile App application scope.

3. Click My To-dos Item Stream Segment.

4. Click the Individual Item Streams tab.

5. Review the existing item streams and make any necessary changes.

6. To add a new item stream, click New Item Stream.

7. Enter a Name and Description for the item stream.

8. Select the Table that you want to display records from in the item stream.

9. Select the Fields that you want to display in the item stream.

10. Click Save.

To add the new item stream to the "My Tasks" screen:

1. Go to the Applet page for the My Tasks applet.

2. Click the Item Stream Segment tab.

3. Click Add Item Stream.

4. Select the item stream that you want to add and click Add.

To configure the order of the item streams in the "My Tasks" screen:

1. In the Item Stream Segment table, drag and drop the item streams to reorder them.

2. Click Save.

You can also use the Mobile App Builder to customize the "My Tasks" screen by adding or removing fields, changing the layout, and adding custom actions.