Mobile App: Working with jobs

If you want to always be on top of everything, you can work with jobs right from your smartphone. You can edit jobs, track their status and archive or delete them if you don't need them.

View jobs

To view all jobs you have access to, go to the Workflow screen. The Jobs tab will open by default. Tap a particular job to open it. Tap Filters in the job list to filter jobs by pipeline and stage, job assignee or account tags.

Edit jobs

In the mobile app, you can edit:

• Job assignees
• Job priority
• Job start and due date
• Job description.

You also can add comments and communicate with your colleagues using @mentions. This way, even if you are away from the keyboard, you can quickly help your colleagues who ask something in the job comments.

Archive jobs

To archive a job in the mobile app, tap the three dots at the top right and select  Archive. Be careful, as you'll only be able to access it from the portal once you archive it in the mobile app.

Delete jobs

To delete a job in the mobile app, tap the three dots at the top right and select  Delete. Then, confirm deleting.