Tasks - Managing on Mobile

Viewing, Updating & Adding New Tasks via mobile device

• You'll find the 'Task Icon' located on the bottom of the messenger screen on mobile

• Tap the Task Icon to view your Task Calendar

• Days with Assigned Tasks will have a dot below the date and you can tap the date to display those tasks

• By tapping the '+' icon in upper right corner of screen you're able to create a task and add task information such as Actions, Status, Due Date, Assign to, Short Note & Note

From this view you can also edit:

• Status - To Do, In Progress, or Done

• Add Date and Time the Task is Due

• Search and Assign to Any User in your Org or to Yourself

• Include Short note &  Detailed Note about Task

• Click 'Save' in upper right corner of screen to finish creating Task

Complete, Edit & Delete Tasks

To Complete a Task:

• Click Task

• Click the Green "Done" Bar at bottom of screen

To Edit or Delete a Task:

• Click Task

• Select '3 dot icon' in upper right corner of screen

• Select Edit or Delete

Edit information:

• Click Edit to change Date, Assignee, or Status

• Select 'Update' in upper right corner of screen to save changes

• Deleted Tasks cannot be retrieved, so be sure when "delete" is selected,
  you're sure you want them gone!