You can also manage your Tasks on the go, to stay organized and on top of your daily/weekly/monthly tasks wherever you are.

Edition Qualifier: This feature is available in all Servis.ai Editions.

User Permissions: No special permissions are required to use this feature.

Navigate to Tasks

When you open the mobile app, you’ll land on the Activity page.
To view your current and completed tasks, simply tap on the My Tasks tab.

Add Task

Tap on the Actions button at the bottom of the screen and select Add Task, once thats done, the form will appear for you to fill it out.

Source

Select the record that the task will be linked to. Tasks must be associated with an existing record of any existing app.
Required

Description

Provide a brief summary of what the task is about.
Required

Due Date

Set the deadline by choosing a date and then selecting the specific time.
Required

Notification

You can configure when the assigned user will receive a notification about the task. Available options include:

• At the due time
• 15 minutes before
• 30 minutes before
• 1 hour before
• 1 day before
• 1 week before

Type

Choose a task type. You can customize task types from the web app—create new ones, edit, or delete existing ones.
Required

Assigned to

Select the user responsible for completing the task.
Required

Note

Add any extra details or context for the task.
Optional

Edit Task

To edit a task:

1. Go to the My Tasks page.
2. Swipe left on the task you want to modify.
3. Tap Edit when the option appears.
4. The edit form will open, allowing you to update any task field.
5. When you’re done, tap Save to apply your changes.

Delete Task 

Swipe left on the task you want to remove, then tap Delete.

Complete Task

Swipe right on the task. A green icon will appear—release to mark it as complete. The task will display a strikethrough line to indicate completion.