On mobile, you can either view a complete list of all your Tasks, or view your Tasks for a specific Client through their Visit in your Schedule.
List of All Tasks
General Tasks, Form Attached Tasks, and Event Tasks appear in a single list in the mobile app.
- The orange indicator on the hamburger symbol will notify you that you have open Tasks.
- Open the hamburger menu to view the Tasks option, where the orange indicator now displays the number of open Tasks.
- Tap on Tasks to view the entire list.
Accessing Tasks through a Visit
- From the Visit, go to the Service Tasks tab, then tap Client Tasks. Any Tasks assigned to you related to the Client will be listed here.