--- title: Complete Tasks slug: help/en-us/dcmobile/complete-tasks docTags: createdAt: 2026-02-09T13:08:51.397Z --- :::ExpandableHeading ### Required Permissions Only users who are assigned to a Role with Herd Write permissions can use this feature. If your account only has Herd Read permissions, you will **not** be able to use this feature. See [Edit Dairy User Permissions](docId\:gW6ZX7tfC4IhSbrtOzc_V) and [Manage Dairy Roles](docId:9YjUkdzFab0KkO1HW0Mxj) for more information. ::: Worklists include animals that need to be seen by your dairy workers or animal health experts for a variety of reasons, such as performing pregnancy checks or treating animals in a hospital pen. Follow the steps below when checking or treating animals by worklist type: ::::ExpandableHeading{customAnchorSlug="guidelines"} ## General Guidelines - **Get worklist updates from PULSE**: Always tap :inlineImage[]{src="https://api.archbee.com/api/optimize/3h8pSJcGUXEi4HGCCYPTA/SuEI-OnFR8z0s553WNjTY_refresh-green-on-pale-green20x25.png" alt caption size="10" width="20" height="25"} Refresh Lists at the top of **Tasks** screen before starting on a worklist. - **Send animal updates to PULSE:** In any list, tap **Process All Changes** at the top of the screen to send your herd updates to PULSE. If you do not see this button, you do not have any changes to process. :::ExpandableHeading{customAnchorSlug="video"} ### Click here for a video tutorial on this feature! ::embed[]{url="https://player.vimeo.com/video/948866547"} ::: - **Queue an animal on a vet list**: You can add an animal to the queue if you need more time to complete an animal check or to gather diagnosis details. See [Queue an animal on a vet list](docId\:OUQpn6bZNeFZOZbGfomPV) to learn how to queue an animal. Once an animal is queued, the system displays the :inlineImage[]{src="https://api.archbee.com/api/optimize/3h8pSJcGUXEi4HGCCYPTA/Q-slynP-sdHiGCfltuo-R_queue-tab25x25.png" alt caption size="10" width="25" height="25"}Queued indicator next to the animal's ID on the :inlineImage[]{src="https://api.archbee.com/api/optimize/3h8pSJcGUXEi4HGCCYPTA/NTscFLXSEQJvnJPBFQgWn_todo-tab25x25.png" alt caption size="10" width="25" height="25"}** To-Do** tab. The system removes animals from the queue once they are processed and marked done. - **Add an animal to a worklist:** Once you've found an animal using search, you can tap **Add to List** to add the animal to the current worklist. - **Switch from list view to grid view**: When you select a pen, the animals are displayed in list view by default. Tap **Settings** :inlineImage[]{src="https://api.archbee.com/api/optimize/3h8pSJcGUXEi4HGCCYPTA/q2PN3Et95PTvIcDLxYD0q_settings-cog25x25.png" alt caption size="10" width="25" height="25"} to enable or disable **Grid View**. - **Search for animals across the entire herd:** Use the search feature to find any animal in the herd, regardless of which worklist they're currently on. While searching for animals in a worklist, the blue check mark icon :inlineImage[]{src="https://api.archbee.com/api/optimize/3h8pSJcGUXEi4HGCCYPTA/fr2iGCkvuDdQryHYd7xPU_done-worklist25x25.png" alt caption size="10" width="25" height="25"} shows you which animals are DONE, and the **NEEDED** icon indicates that the animal is on the current worklist. No indication is displayed if the animal is on a different worklist. - **Move an animal from the **:inlineImage[]{src="https://api.archbee.com/api/optimize/3h8pSJcGUXEi4HGCCYPTA/krx2iy6WEiu-UCH7Px3J9_done-tab25x25.png" alt caption size="10" width="25" height="25"}** Done tab to the **:inlineImage[]{src="https://api.archbee.com/api/optimize/3h8pSJcGUXEi4HGCCYPTA/NTscFLXSEQJvnJPBFQgWn_todo-tab25x25.png" alt caption size="10" width="25" height="25"}** To-Do tab**: You can only apply some changes, like adding a new event or editing an existing event, to animals in the :inlineImage[]{src="https://api.archbee.com/api/optimize/3h8pSJcGUXEi4HGCCYPTA/NTscFLXSEQJvnJPBFQgWn_todo-tab25x25.png" alt caption size="10" width="25" height="25"}** To-Do** tab. If you need to move an animal back to the tab, go to the :inlineImage[]{src="https://api.archbee.com/api/optimize/3h8pSJcGUXEi4HGCCYPTA/krx2iy6WEiu-UCH7Px3J9_done-tab25x25.png" alt caption size="10" width="25" height="25"} **Done** tab, tap the animal, and tap **Undo.** - **See which animals still need processing or are already done**: When you tap or scan an animal on a worklist, the **NEEDED** icon indicates that the animal is on the current worklist, and the **NOT NEEDED** icon indicates that the animal is on a different worklist. :::: :::::ExpandableHeading ## Hospital List :::ExpandableHeading ### Process an animal on a hospital list 1. Select a pen or **All Pens** to open the list. 2. In the list's :inlineImage[]{src="https://api.archbee.com/api/optimize/3h8pSJcGUXEi4HGCCYPTA/NTscFLXSEQJvnJPBFQgWn_todo-tab25x25.png" alt caption size="10" width="25" height="25"}** To-Do** tab, scan the animal to see if it's needed or tap the animal ID. 3. If necessary, apply any treatment(s) specified for all active protocols. 4. Tap **Mark as Done** to finish processing the animal and move it to the :inlineImage[]{src="https://api.archbee.com/api/optimize/3h8pSJcGUXEi4HGCCYPTA/krx2iy6WEiu-UCH7Px3J9_done-tab25x25.png" alt caption size="10" width="25" height="25"} **Done** tab. ::: :::ExpandableHeading ### Add more events 1. Select a pen or **All Pens** to open the list. 2. In the list’s :inlineImage[]{src="https://api.archbee.com/api/optimize/3h8pSJcGUXEi4HGCCYPTA/NTscFLXSEQJvnJPBFQgWn_todo-tab25x25.png" alt caption size="10" width="25" height="25"}** To-Do** tab, tap or scan the animal. 3. At the bottom of the screen, scroll left or right to see all events. Tap the event you need or tap :inlineImage[]{src="https://api.archbee.com/api/optimize/3h8pSJcGUXEi4HGCCYPTA/5Er0ecLCi2teofADHbPEz_add-event24x25.png" alt caption size="10" width="24" height="25"}** Events** to see the full list of events. 4. Enter the event details. 5. If you only need to add one event for the animal, tap **Save and Mark as Done**. To add more events, tap **Save** and repeat the steps to add another event. ::: :::ExpandableHeading ### Edit or delete an event 1. Select a pen or **All Pens** to open the list. 2. In the list’s :inlineImage[]{src="https://api.archbee.com/api/optimize/3h8pSJcGUXEi4HGCCYPTA/NTscFLXSEQJvnJPBFQgWn_todo-tab25x25.png" alt caption size="10" width="25" height="25"}** To-Do** tab, tap or scan the animal. 3. At the bottom of the screen, scroll left or right to see all events. Tap the event you need or tap :inlineImage[]{src="https://api.archbee.com/api/optimize/3h8pSJcGUXEi4HGCCYPTA/5Er0ecLCi2teofADHbPEz_add-event24x25.png" alt caption size="10" width="24" height="25"}** Events** to see the full list of events. 4. Edit the event details. OR Tap the **Delete** button :inlineImage[]{src="https://api.archbee.com/api/optimize/3h8pSJcGUXEi4HGCCYPTA/2dbd_OVY4el9fGJ4-pcH__delete-red-on-white22x25.png" alt caption size="10" width="22" height="25"} to delete the event. 5. If you only need to modify one event for the animal, tap **Save and Mark as Done**. To modify more events, tap **Save** and repeat the steps to modify another event. ::: ::::ExpandableHeading ### Move an animal out of the hospital pen If the animal has passed a check, has no milk or beef withholds, and is ready to move out of the hospital pen, add a **MOVE** event to move the animal out of the hospital pen: :::hint{type="info"} **NOTE: **If the animal has a milk withhold and you try to move the animal to a milking pen, the system displays a warning message. ::: 1. Select a pen or **All Pens** to open the list. 2. In the list’s :inlineImage[]{src="https://api.archbee.com/api/optimize/3h8pSJcGUXEi4HGCCYPTA/NTscFLXSEQJvnJPBFQgWn_todo-tab25x25.png" alt caption size="10" width="25" height="25"}** To-Do** tab, tap or scan the animal. 3. Navigate to the bottom of the screen and scroll through the events, then tap :inlineImage[]{src="https://api.archbee.com/api/optimize/3h8pSJcGUXEi4HGCCYPTA/5Er0ecLCi2teofADHbPEz_add-event24x25.png" alt caption size="10" width="24" height="25"}** Events**. 4. From the list of events, tap **9 • MOVE**. 5. Enter the event details, including the pen that you want to move the animal to. 6. Tap **Save and Mark as Done**. :::: ::::: ::::::ExpandableHeading ## Open Tasks Lists (MyDC Only) Follow the steps below to process a task on an Open Tasks list: :::::WorkflowBlock ::::WorkflowBlockItem Select a pen or **All Pens** to open the list. :::ExpandableHeading ### Click here to learn about filtering open tasks in mobile After you select a pen (or all pens) in your Open Tasks list, you can tap **Filters **:inlineImage[]{src="https://api.archbee.com/api/optimize/3h8pSJcGUXEi4HGCCYPTA/FxqoblOLCvjPeIIh0PqKH_green-filters30x30.png" alt caption size="10" width="30" height="30"} at the top right of the screen to set your options. A badge on the icon indicates how many filters are currently applied to your list. ::: :::: :::WorkflowBlockItem In the list's :inlineImage[]{src="https://api.archbee.com/api/optimize/3h8pSJcGUXEi4HGCCYPTA/NTscFLXSEQJvnJPBFQgWn_todo-tab25x25.png" alt caption size="10" width="25" height="25"}** To-Do** tab, tap or scan the animal ID. ::: :::WorkflowBlockItem Tap on the animal's protocol task. If necessary, apply any treatment(s) specified for all active protocols. ::: :::WorkflowBlockItem Tap **Complete** or **Skip** to finish processing the animal and move it to the :inlineImage[]{src="https://api.archbee.com/api/optimize/3h8pSJcGUXEi4HGCCYPTA/krx2iy6WEiu-UCH7Px3J9_done-tab25x25.png" alt caption size="10" width="25" height="25"} **Done** tab. If you need to move an animal back to the tab, go to the :inlineImage[]{src="https://api.archbee.com/api/optimize/3h8pSJcGUXEi4HGCCYPTA/krx2iy6WEiu-UCH7Px3J9_done-tab25x25.png" alt caption size="10" width="25" height="25"} **Done** tab, tap the animal, and tap **Undo.** ::: ::::: For more information about managing protocol tasks, see [Manage Protocol Tasks](docId:1Mu3_fJDZe1ODhcYNNw19). :::::: :::ExpandableHeading ## To-Do Lists Follow the steps below to process an animal on a to-do list: 1. Select a pen or **All Pens** to open the list. In the list's :inlineImage[]{src="https://api.archbee.com/api/optimize/3h8pSJcGUXEi4HGCCYPTA/NTscFLXSEQJvnJPBFQgWn_todo-tab25x25.png" alt caption size="10" width="25" height="25"}** To-Do** tab, scan or tap the animal. The app automatically moves the animal to the :inlineImage[]{src="https://api.archbee.com/api/optimize/3h8pSJcGUXEi4HGCCYPTA/krx2iy6WEiu-UCH7Px3J9_done-tab25x25.png" alt caption size="10" width="25" height="25"} **Done** tab. 2. If you need to move an animal back to the tab, go to the :inlineImage[]{src="https://api.archbee.com/api/optimize/3h8pSJcGUXEi4HGCCYPTA/krx2iy6WEiu-UCH7Px3J9_done-tab25x25.png" alt caption size="10" width="25" height="25"} **Done** tab, tap the animal, and tap **Undo.** ::: :::::ExpandableHeading{customAnchorSlug="vet"} ## Vet Lists :::ExpandableHeading ### Process an animal on a vet list 1. Select a pen or **All Pens** to open the list. 2. In the list's :inlineImage[]{src="https://api.archbee.com/api/optimize/3h8pSJcGUXEi4HGCCYPTA/NTscFLXSEQJvnJPBFQgWn_todo-tab25x25.png" alt caption size="10" width="25" height="25"}** To-Do** tab, scan the animal to see if it's needed or tap the animal ID. 3. If necessary, apply any treatment(s) specified for all active protocols. 4. Tap **Mark as Done** to finish processing the animal and move it to the :inlineImage[]{src="https://api.archbee.com/api/optimize/3h8pSJcGUXEi4HGCCYPTA/krx2iy6WEiu-UCH7Px3J9_done-tab25x25.png" alt caption size="10" width="25" height="25"} **Done** tab. ::: ::::ExpandableHeading{customAnchorSlug="Queued-Vet"} ### Queue an animal on a vet list :::hint{type="info"} **NOTE: **You can only complete the following steps **before** an animal is marked as DONE. ::: 1. Select a pen or **All Pens** to open the list. 2. In the list's :inlineImage[]{src="https://api.archbee.com/api/optimize/3h8pSJcGUXEi4HGCCYPTA/NTscFLXSEQJvnJPBFQgWn_todo-tab25x25.png" alt caption size="10" width="25" height="25"}** To-Do** tab, scan the animal to see if it's needed or tap the animal ID. 3. Tap **Mark as Queued** if you need more time or information to complete the animal check or gather diagnosis details. This changes the animal's status to :inlineImage[]{src="https://api.archbee.com/api/optimize/3h8pSJcGUXEi4HGCCYPTA/Q-slynP-sdHiGCfltuo-R_queue-tab25x25.png" alt caption size="10" width="25" height="25"} Queued, leaves the animal on the :inlineImage[]{src="https://api.archbee.com/api/optimize/3h8pSJcGUXEi4HGCCYPTA/NTscFLXSEQJvnJPBFQgWn_todo-tab25x25.png" alt caption size="10" width="25" height="25"}** To-Do** tab, and adds the animal to the :inlineImage[]{src="https://api.archbee.com/api/optimize/3h8pSJcGUXEi4HGCCYPTA/Q-slynP-sdHiGCfltuo-R_queue-tab25x25.png" alt caption size="10" width="25" height="25"}** Queue** tab. :::hint{type="info"} **NOTE: **All queued animals in the vet list are displayed on the ** Queue** tab regardless of which pen they’re assigned. ::: :::: :::ExpandableHeading ### Add more events 1. Select a pen or **All Pens** to open the list. 2. In the list’s :inlineImage[]{src="https://api.archbee.com/api/optimize/3h8pSJcGUXEi4HGCCYPTA/NTscFLXSEQJvnJPBFQgWn_todo-tab25x25.png" alt caption size="10" width="25" height="25"}** To-Do** tab, tap or scan the animal. 3. At the bottom of the screen, scroll left or right to see all events. Tap the event you need or tap :inlineImage[]{src="https://api.archbee.com/api/optimize/3h8pSJcGUXEi4HGCCYPTA/5Er0ecLCi2teofADHbPEz_add-event24x25.png" alt caption size="10" width="24" height="25"}** Events** to see the full list of events. Depending on the vetcode or reason for the check, the list of preassigned events varies. 4. Enter the event details. 5. If you only need to add one event for the animal, tap **Save and Mark as Done**. To add more events, tap **Save** and repeat the steps to add another event. ::: :::ExpandableHeading ### Edit or delete an event 1. Select a pen or **All Pens** to open the list. 2. In the list’s :inlineImage[]{src="https://api.archbee.com/api/optimize/3h8pSJcGUXEi4HGCCYPTA/NTscFLXSEQJvnJPBFQgWn_todo-tab25x25.png" alt caption size="10" width="25" height="25"}** To-Do** tab, tap or scan the animal. 3. At the bottom of the screen, scroll left or right to see all events. Tap the event you need or tap :inlineImage[]{src="https://api.archbee.com/api/optimize/3h8pSJcGUXEi4HGCCYPTA/5Er0ecLCi2teofADHbPEz_add-event24x25.png" alt caption size="10" width="24" height="25"}** Events** to see the full list of events. 4. Edit the event details or tap the **Delete** button :inlineImage[]{src="https://api.archbee.com/api/optimize/3h8pSJcGUXEi4HGCCYPTA/2dbd_OVY4el9fGJ4-pcH__delete-red-on-white22x25.png" alt caption size="10" width="22" height="25"} to delete the event. 5. If you only need to modify one event for the animal, tap **Save and Mark as Done**. To modify more events, tap **Save** and repeat the steps to modify another event. ::: :::ExpandableHeading ### Check for milk or meat withholds Animals with active withholds are flagged with a **red background** at the top of the CowCard. Animals with no withholds have a **green background**. Tap the milk :inlineImage[]{src="https://api.archbee.com/api/optimize/3h8pSJcGUXEi4HGCCYPTA/yJ_UCXkyREFyOwESy6IRt_milk-withhold-202329x30.png" alt caption size="10" width="29" height="30"} or meat :inlineImage[]{src="https://api.archbee.com/api/optimize/3h8pSJcGUXEi4HGCCYPTA/OszNH0bQ79fMF3IvSVP0W_meat-withhold-202329x30.png" alt caption size="10" width="29" height="30"} buttons to see whether the animal has a milk or meat withhold and the date the withhold began or was cleared. ::: ::::: :::ExpandableHeading ## Event Lists Follow the steps below to process an animal on an event worklist: Select a pen or **All Pens** to open the list. In the list's :inlineImage[]{src="https://api.archbee.com/api/optimize/3h8pSJcGUXEi4HGCCYPTA/5Er0ecLCi2teofADHbPEz_add-event24x25.png" alt caption size="10" width="24" height="25"}** Events** tab, scan or tap the animal. The app automatically moves the animal to the :inlineImage[]{src="https://api.archbee.com/api/optimize/3h8pSJcGUXEi4HGCCYPTA/krx2iy6WEiu-UCH7Px3J9_done-tab25x25.png" alt caption size="10" width="25" height="25"} **Done** tab. If you need to move an animal back to the tab, go to the :inlineImage[]{src="https://api.archbee.com/api/optimize/3h8pSJcGUXEi4HGCCYPTA/krx2iy6WEiu-UCH7Px3J9_done-tab25x25.png" alt caption size="10" width="25" height="25"} **Done** tab, tap the animal, and tap **Undo.** ::: :::ExpandableHeading{customAnchorSlug="LoggingTransactions"} ## Logging Transactions Tasks completed on the Tasks tab for the last 14 days are recorded on the Transaction Log. See [Transaction Log](docId\:f26zCmya_YkvZWIJOiOWN) for more information. ::: :::hint{type="warning"} **IMPORTANT: **PULSE processes worklist updates for animals in the order they are completed, and the last event or status change supersedes previous animal updates. For instance, if an animal is on a vet list for a pregnancy check and is marked as PREG, and is later determined to have aborted, ABORT is the final status and animal details adjust accordingly. :::