Create a Task using the mobile app
- From the Add Button (+) Menu, select the Add Task option.
- Complete the key fields by selecting whether it is a Task or an Approval and by adding a Task title, description, and due date. You can then assign the Task to a team member, link it to one of your existing Phases, and add tags. If needed, you can also update visibility settings for the Task.
- When you are finished, click Create Task.
- You have now created a new Task! In order to mark a Task complete, users can simply click on the Complete Task button on the task card within the web or mobile application.
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