How do I create a Task on mobile?

Permanently deleted user
Permanently deleted user
  • Updated

Employees with certain permissions can create new Tasks for themselves from the mobile app.

ACL_image.png Required permissions: Field workers must have the can create tasks ACL, as well as view employee tasks ACL, to view their assigned Tasks and create new Tasks from the mobile app.

Create a Task

    1. From the Tasks list, click on the (+) button.

      Android iOS

      Access_task.png

      Access_task_-_IOS.PNG

       
    2. Select if your Task requires a Form to be filled.

      Step_1.png
    3. If you do choose to attach a Form, select one, and tap Next.

      Step_1_-_with_form.png

      Note: On iOS, the next button is located on the top navigation bar.

    4. Fill the Task details and tap on Next or Save.

      Step_2.png
    5. For a Form-Attached Task, fill additional fields specific to your selected Form and tap Save.

      Step_3_Optional.png

 

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