Mobile Task Approval
This SharePoint Add-in creates a mobile-friendly approval form for any Task List. Decision makers can approve or reject tasks from any mobile device. THIS APP WILL BE RETIRED ON OCTOBER 30, 2020.
Bulletproof Apps are no longer available for download in the Microsoft AppSource store and will be retired permanently on December 1, 2022.
Please contact Bulletproof for custom app development
services using Microsoft 365 and Microsoft Azure.
Click on any category or help topic to expand.
How do I add the app to my SharePoint site?
After downloading Mobile Task Approval from Microsoft AppSource, you can add the app to a site just like any other list or library. Follow these steps:
Before you add Mobile Task Approval to your SharePoint site, consider the following:
- The app must be installed on the same site where your task list(s) exist. The app can be installed on multiple sites.
- During the deployment process, one (1) list will be created on the site for app administrators. You may want to apply unique permissions to this list.
- The deployment process requires that Site Columns and Content Types be created at the Site Collection level. You must have the appropriate permissions.
Open the gear menu, and select Site Contents.
In the Classic Experience, click add an app.
In the New Experience (the Modern UI), select New > App.
Click the icon for Mobile Task Approval.
If this is the first time you are adding the app to your site, you'll need to grant permissions. Click Trust it. The following permissions are required:
- Site Collection. Site Columns and Content Types are created at the root website of your site collection. In addition to being SharePoint best practice, it allows the app to be installed on multiple sites.
- Site. Lists are created on the current site to store data for the app. Your data is stored on your site, not with Bulletproof.
- Users. The app needs to know information about the current user such as display name and email address.
Information about data and privacy can be found at https://bulletproofapps.azurewebsites.net/Home/Privacy.
When the installation is completed, you should see Mobile Task Approval listed in your Site Contents.
What permissions should I apply to the new lists?
You can use the built-in permission levels that come with SharePoint. Follow these guidelines:
The Mobile Task Administrators list contains all users who are administrators of the Mobile Task Approval app. Administrators can use all of the administration pages on the App Site.
- Regular users should only have read-only permissions to this list. The built-in SharePoint Visitors group with Read permission level can be used.
- Administrators should be able to edit this list. The built-in SharePoint Members or Owners groups with Edit or Full Control permission levels can be used.
How do I browse my incomplete tasks on my mobile device?
You simply need the correct web address (URL) which can be generated using the Configuration Options page. Follow these steps:
First, go to the Mobile Task Approval app on your site and click Configure in the navigation menu.
Select the Task List that you want to browse with a mobile device. Click Save.
A URL for Task Browsing is automatically generated.
Click on the link to test it. A new tab will open in your browser. Here are some suggested ways to get this link to other users:
- Add the link to a team site or navigation.
- If users can access email on their mobile devices, you can email the link. When the user clicks the link, a browser will open on their mobile device.
- Manually add the link as a bookmark or favorite on a user's mobile device.
The Mobile Task Form will automatically search for any incomplete tasks you have in the selected task list.
All users who access the Mobile Task Approval Form must be added as Authorized Users in the User Management section of the Configuration Options page.
Why does the app redirect me to "azurewebsites.net"?
Bulletproof Apps for SharePoint use the SharePoint Provider Hosted Add-In Framework. This means that Bulletproof hosts a website in Microsoft Azure cloud services that contains all of the app's web pages and web parts. Every website in Microsoft Azure is assigned a web address like "myapp.azurewebsites.net". When you click on the app in your SharePoint site, you get redirected to this site. All apps are secure and authenticated by your SharePoint site.
No step-by-step instructions for this topic.
Mobile Task Approval - User Guide
How do I approve or reject a task?
Depending on the type of SharePoint Task you are using (standard task, workflow task, etc.), you will be presented with a Completed button or Approve and Reject buttons. Here are more details:
Standard SharePoint Tasks (not associated with a SharePoint workflow) do not require approval. When the Mobile Task Approval Form detects a standard task, simply click the Completed button to complete the task. Comments are optional and will be appended to the Task Description. If you would like to save comments without completing the task, click the Save button.
SharePoint Workflow Tasks must be approved or rejected. When the Mobile Task Approval Form detects a SharePoint workflow task, you will be able to click Approve to approve the task or click Reject to reject the task. Comments are optional and will be appended to the Task Description. If you would like to add comments without approving or rejecting the task, click the Save button.
When approved or rejected, the related SharePoint workflow status will be updated, and the workflow will continue to the next step. This only applies to the following types of workflows:
- SharePoint Designer Workflows
- SP2010 Workflows
- SP2013 Workflows
The following types of workflows are NOT supported by Mobile Task Approval:
- Basic "Content Approval" without a workflow (found under List Settings > Advanced Settings)
- Microsoft Flow
- Third-party Workflow Tools (that use their own workflow engine)
Can I add my own comments to a task?
Yes, your new comments will be appended to the Task Description. Comments will be added when you Save, Complete, Approve, or Reject the task. Unfortunately, Workflow Comments and Version Comments cannot be added using the Mobile Task Approval Form at this time.
No step-by-step instructions for this topic.
Why does the form say that I have no unassigned tasks?
Tasks must be assigned to you (not to a SharePoint security group like 'Approvers'), and tasks must be incomplete (status should not be 'Completed', percent complete should not be 100%). You should be able to see all incomplete tasks assigned to you.
No step-by-step instructions for this topic.
Mobile Task Approval - Administration
Can I use more than one task list on a site?
Yes. Use the Configuration Options page to generate URLs for each task list. Only one set of URLs is visible on the page at one time, but all URLs generated can be used.
No step-by-step instructions for this topic.
Can workflows email a link to a mobile-friendly display of a task?
Yes. A URL for Workflows is provided on the Configuration Options page. See the help topic Use Configuration Options to get mobile URLs linked to task lists for more details.
No step-by-step instructions for this topic.
How do I uninstall the app from my site?
You can uninstall the app from the Deployment Options page. Follow these steps:
On the Deployment Options page, select Click here to uninstall.
Click Uninstall Now to confirm.
- All lists used by Mobile Task Approval will be deleted from the current site, including all data. Lists are deleted permanently, they will not appear in your Recycle Bin.
- All Site Columns and Content Types will be deleted from the site collection. However, if Mobile Task Approval is installed on any other sites, the Site Columns and Content Types cannot be deleted until the last app is uninstalled.
How do I manage user licenses?
User licenses for Bulletproof Apps are managed on the Configuration Options administration page. Here are some guidelines for managing licenses:
In the top navigation menu for your app, click Configure.
Scroll down to the User Management section.
If your Total Licenses shows Unlimited, then your app can be used by an unlimited number of users. No user management is required. Please note that depending on the app, there may be restrictions on the number of users allowed per site.
Otherwise, Total Licenses will show the maximum number of user licenses available, and additional options will be visible.
- Total Licenses. The maximum number of users who can use the app.
- Automatically Add Users. When this box is checked, users will be automatically granted a license and added to the Authorized Users list.
- Authorized Users. The list of users who are authorized to use the app.
To manually add a new Authorized User, enter their email address in one of the textboxes and click Save.
- At first, just the email address will be visible on the Configuration Options page.
- When the user first browses the app, their SharePoint display name will be added to the page.
- If you have a license level with hundreds of users, this list could be very long. Use your browser's "Find on Page" functionality to search for individual user names (on Microsoft Windows web browsers, this can usually be found by pressing Ctrl-f).
Is a free trial available?
The Free License comes with all available functionality for one (1) user. A free trial is not necessary. There are a variety of license levels that can be purchased as a subscription which provide additional user licenses.
No step-by-step instructions for this topic.
How do I submit a request to Bulletproof Support?
The app administrator can submit a request by filling out the form on the Online Help page. Follow these steps:
Go to your SharePoint site where the app is installed and click on the app. Then click Get Help in the navigation menu.
Under the heading Submit a Request, fill out the form and click Save. A member of the Bulletproof support team will contact you.
Does Bulletproof offer additional SharePoint support?
Yes, Bulletproof has a team of SharePoint Support staff and offers support contracts as a Managed Service. Bulletproof also has a team of SharePoint Consultants in the Professional Services division who can assist you with planning, architecture, custom development, and general consulting. Go to https://www.bulletproofsi.com for more information.
No step-by-step instructions for this topic.
Does Bulletproof make any other apps?
No step-by-step instructions for this topic.
