Employees with certain permissions can create new Tasks for themselves from the mobile app.
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
- From the Tasks list, click on the (+) button.
- Select if your Task requires a Form to be filled.
- If you do choose to attach a Form, select one, and tap Next.
Note: On iOS, the next button is located on the top navigation bar.
- Fill the Task details and tap on Next or Save.
- For a Form-Attached Task, fill additional fields specific to your selected Form and tap Save.