Create a Task from the Mobile Dashboard
Written by Avery Simmons
Updated at October 5th, 2021
Table of Contents
Create a Task from the Mobile Dashboard1. Select the Dashboard tab.2. Tap the Global Add Button.3. Tap Task to open the Create Task card.4. Enter a Task Name.5. Tap Apply template to apply a template.6. Assign a Client to the task.7. Change the Assignee as needed.8. Add a Due date to the task.9. Add a description to the task.10. Set a cadence for when the task should Repeat, as needed.11. Tap Add task to create and assign the task to your client.Create a Task from the Mobile Dashboard
Tasks can also be created on the dashboard tab on Mobile. To get started, log in to the mobile app.
1. Select the Dashboard tab.
- The dashboard tab opens by default when you log in.
2. Tap the Global Add Button.
3. Tap Task to open the Create Task card.
4. Enter a Task Name.
5. Tap Apply template to apply a template.
6. Assign a Client to the task.
7. Change the Assignee as needed.
- The task creator will be included in the Assignee field by default.
8. Add a Due date to the task.
9. Add a description to the task.
10. Set a cadence for when the task should Repeat, as needed.
11. Tap Add task to create and assign the task to your client.
