Tasks

You can view your assigned tasks and add new ones.

Viewing Tasks

To view tasks:

  1. You can:
    • Switch to the desired company and then to the Tasks tab. Tasks linked to the company are displayed.
    • Tap on and select Tasks. All tasks that are assigned to you are displayed. You can limit the hits by defining search criteria, selecting a filter or switching to a tab.

    The tasks are listed.



  2. Tap on an item to display its details.


  3. Tap on (Edit) to edit the data.

Adding Tasks

You can add tasks on the start page, in list view and from a company.

To add a task:

  1. Switch either
    • to the start page and tap on (Add Task) or
    • to the desired company, tap on Actions and select Add Task.

    The input mask is displayed.

  2. Enter the data.
  3. Save the record.

Deleting Tasks

To delete a task:

  1. Switch to the desired task.
  2. Tap on (Delete).