Mobile App: Working with tasks
Manage your tasks, communicate in comments, reassign tasks and upload documents – everything from your mobile.
View tasks
To view all tasks assigned to you in the mobile app, go to the Workflow screen and open the Tasks tab. Here, you can see all tasks and their statuses. Tap a particular task to open it. Tap Filters in the task list to filter tasks by pipeline and stage, job assignee, account name or task status.
Task actions
The task screen contains four tabs that allow you to interact with a task in different ways:
Task details
On the Task details tab, you can:
- Edit or remove an associated client account.
- Link the task to the job or unlink it.
- Edit task assignees.
- Update task priority and status.
- Check the task tags.
- Edit task name and description.
- Edit start and due dates.
Documents
On the Documents tab, you can view and upload a document in any way that is available in the mobile app. Once uploaded, documents will be linked to the task. Then, you can access these documents on the same tab in the mobile app or in the portal.
Subtasks
On the Subtasks tab, you can add a checklist consisting of subtasks or view/manage it if you already have subtasks. This allows you to track all your responsibilities on the go.
Comments
On the Comments tab, you can add and view task comments. Using mentions in task comments is not available yet.
Delete tasks
To delete a task in the mobile app, open it and tap the trash icon on the top right. Then, confirm deleting. 