Create a Task from the Mobile Dashboard
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.