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.