Enterprise Applications for the iPhone
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Overview


eTask (Enterprise Tasks) allows you to view, edit, create, delete, and sync your Tasks on your Groupware server.  eTask utilizes the CalDAV protocol for synchronizing tasks.  Now you can reach your TODO lists wherever you take your
iPhoneTM and iPod touch®.

Currently eTask supports:         - TaskCal
- iCloud                                         - SOGo
- Kerio Connect                           - DAViCal
- Oracle Beehive                         - Cosmo Chandler
- Yahoo
                                         - Microsoft Exchange Server 2007/10
- Darwin Calendar Server          - Apple Server iCalServer
- Zimbra Collaboration Suite     - Java Calendar Server 7
- iCalx (subscribe)                       - Toodledo
- Fruux

Other, fully CalDAV capable, servers may work as well but have not been tested.  Please e-mail support for info on other servers.
 
 

Accounts View

The Accounts view shows a list of all task lists.  The number in the colored oval is the number of due plus overdue tasks for each account.  The icon badge will be updated with the total of these when you exit.
 

Adding an account

From the main Accounts page press the Edit button on the top left.  A Plus (+) will appear.  Press this to view the Add Account page.

On the add accounts page you may select from five types of accounts: CalDAV, Subscribe, MS Exchange, Toodledo, and Local.

CalDAV accounts may be synced to a server like Kerio, Yahoo, MobileMe, DAViCal etc.  If your CalDAV server supports finding the URL home then you may only need to enter the server path then press "Find the URL".  See the FAQ page for your specific server for details.

Subscribe accounts are read-only.

Local accounts exist on the iPhone/iPod touch itself.  Local accounts may also be published to a calendar server like iCalEx.

MS Exchange accounts must connect to a MS Exchange Server 2007.  We have unconfirmed user feedback indicating that 2010 also works.

Toodledo accounts sync to www.toodledo.com accounts.

Enter the Description, URL, User Name, and Password.  URL must begin with http:// or https://  Select Save when done.  Use Secure Authentication if required  (i.e. iCalServer)
 















 

Testing and Browsing an Account


Once you fill in the URL, User Name, and Password you can press "Test & Browse" to check the connection (or "Find the URL" if your server supports this feature).  If the connection is successful a list of collections will appear as in the pages on the right.  If not some type of error message will appear.

The list is similar to a file browser in that the first row will have the "Previous" or parent folder symbol (<<).  All other rows will have the "Next" or subfolder symbol (>).  The folder listed in the blue box is the selected folder.  From your home directory you must select a calendar/todo folder.  DO NOT save at the home directory level.

Usually the Calendar collection is the one to pick but this is server dependent.  See the FAQ pages for specific information on your server.

Pressing the Save button will select the URL for the collection in the blue box.




 
 

Publish/Subscribe Accounts


If you are using a publish/subscribe server like iCalEx to access you tasks then you will need to determine if eTask will be the Publisher (i.e. the controller or editor) or Subscriber (i.e. the read-only viewer) of the account.  For these types of accounts you only want one client (eTask, iCal, Sunbird, etc.) to edit the account.  All others should be read-only subscribers.

To make eTask the Publisher select Local as the Account Type and set Publish to On.  This will show the URL fields.  If you want eTask to be the subscriber then set the Account Type to Subscribe.

In both cases the URL will need to be the full path the calendar file (typically an ics file).  For example: http://icalx.com/public/dfaworks/PublicTasks.ics

If the Subscribe account is public then the password may not be required.
 


 







 

Viewing Task Lists

Once an account is setup press the cell with the name of your account to view the Task List page or All Tasks to view all tasks in one list.  eTask uses icons to give you a quick glance view of your task and status.

Colored icons on the right indicate task stage:
  Green check mark - task complete
  Yellow dot - task past start date
  Red dot - task past due date
  Blue dot - task due today
  Gray dot - task not due or started yet

One-tap on these icons causes the task to quickly toggle between completed and uncompleted.

Two sets of gray icons on the left indicate:
  Stacked bars - indicate priority
  Pie chart - indicates % complete

The colored bar on the left of each task is the color associated with the account.

Action icons are located on the tool bar:
  Circular arrow - sync this task list
  Offset stacked bars - sort tasks by field, two
                                    levels are supported
  Triangles - sort ascending or descending
  Gears - View/edit account options
  Pen in square - insert a new task

Press any cell to view the details page for that task.  Swiping a cell brings up the delete button for that task.  Pressing the Edit button allows you to delete any task on the page.
 



 












 
 

Searching for Tasks

The Task List view contains a search bar at the top.  You may have to scroll down a bit to show the bar on lists with many tasks.

Tap on the search bar to bring up the keyboard.  Type your search text.  Tasks will be searched as you type.  You may also select between Text fields (Summary and Location), Note, or All.

Press Cancel to return to the normal unrestricted view.



 


 





 

Viewing Task Details


Pressing any task cell on the Task List page brings up the Task Info page.  This page is long and may be scrolled up and down with a swipe gesture.

The task Summary and Notes (towards the bottom) may contain large amounts of text so pressing these cells brings up a text view page.

Pressing the Edit button allows changing all fields, except Categories, which will be added in the next version.  Once done press the Save button to accept changes or Cancel to undo.

Action icons are located on the toolbar:
  Trash can - deletes the current task
  Up triangle - go to the Previous task
  Down triangle - go to the Next task
  Check mark - quick complete
  Envelope - e-mail a task
  Pen in square - insert a new task




 



 

Task Recurrence


Tasks may be set to repeat in one of several patterns.  These include Daily (by day or weekday), Weekly (on specific days), Monthly (by day of month or nth weekday), or Yearly (nth day of month or nth weekday)
 
 
 

 

Category Editing

Selecting the category cell while editing will bring up the Categories view.  From this page simply tap each category you which the task to be marked with.  Tapping a checked category will uncheck that category.

Categories shown in bold are part of the permanent store.  Those shown in italics are local to the current task.














To add a category to the permanent store press the Edit button.  The view on the right will be shown.  Pressing the the Green (+) sign adds the category to the permanent store.  Pressing a category with a Red (-) minus sign removes a category from the permanent store.

Colors may be assigned to categories in the permanent store by selecting the color bar and picking a color from the color selection view (shown below in Account Options).
 




 










 

Account Options

Display options may be set from the Accounts  Options cell when editing an account.  This view is also accessible from the Task List view by pressing the gears icon on the task bar.

Enable Account - account will be synced on startup and accessible from the account list view.

Hide Completed Tasks - filters completed tasks if selected.

Include in Badge Count - adds due and overdue tasks from this account to the overall badge count.

Include in All Tasks - displays tasks from this account in the All Tasks view.

Limit to 100 tasks imposes a limit for performance.  Turning this off removes the limit.

Enable Alerts turns on Reminders.  If you are using iOS 4.x Notification/Alerts will also be enabled.

Account Color - selects the color for the account from the color selection tool.

Coloring categories controls how tasks are colored based on the selected categorie(s).
 - Summary Text paints the summary text with
   the category color(s)
 - Color Bar paints a slim bar above the
   summary text
 - Category Text paints the category name(s)
 - No Category coloring

Several syncronization options exist:
 - For CalDAV, Toodledo and Exchange
   account the date range may be specified
   (Future and Past).
 - CalDAV account may also select when
   note are synced - either always or only
   when needed (fastest).
-  MS Exchange accounts are provided with
   a button to force note to sync.

Blank field sort order determines the precedence during sorting for text and date fields.  Text allows First and Last.  Dates allow First, Last, and Current Day.
 








 

Field Editing

Several fields use either a simple cylindrical picker for a list of pre-defined values or a simple text editing pane.

The date editing view is shown on the near right.  Dates may be cleared by pressing the Clear button or quickly set to the current day by pressing the Today button.  Pressing the Time button revels a time picker that will allow selecting time in 5 minute increments.

Several lines of text may be added to the notes field.  In addition phone numbers and e-mail address are automatically sensed when in view mode (not editing) so you can simply tap them to bring up the phone or e-mail application respectively.

 




 


 
 

Reminders

Setting the reminder date will cause eTask to pop-up the reminder view when you start eTask or bring it into the foreground for tasks with reminder dates that have passed and are not complete.

Reminders may be set with an actual date or relative to the due date.

On iOS 4.x Alert/Notifications will be issued when the reminder date has occurred (provided Alerts are enabled for this account).