Tasks
You can view your assigned tasks and add new ones.
Viewing Tasks
To view tasks:
- 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.
- Tap on an item to display its details.
- 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:
- 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.
- Enter the data.
- Save the record.
Deleting Tasks
To delete a task:
- Switch to the desired task.
- Tap on (Delete).