How do I create and manage Tasks in Mobile CRM App?

Apptivo's mobile app is one of the most advanced mobile task management systems available! In the app, there are two places you can create a task from:

1. Create tasks from the home page.
2. Creating tasks in specific mobile apps.

Adding tasks from the home page

• Log in to Apptivo mobile application. Click on “Tasks” from the “Activities'' section. In this activity, you can create and manage tasks.

Creating tasks from a specific app

The Tasks activity of Apptivo enables you to create and manage across any application in your mobile app.

• Log in to Apptivo mobile application. Go to any application. Here, Leads app.
• Create a new lead or select an existing lead record.
• Click on the "+" button in the upper right corner.
• Click on “Add Task” to create tasks.