Browse by Solutions
Browse by Solutions
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:
- Create tasks from the home page.
- 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.
Flag Question
Please explain why you are flagging this content (spam, duplicate question, inappropriate language, etc):