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

Updated on January 5, 2021 05:17AM by Admin

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.
Home page

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.