Mobile app iOS - task activity



Task activity

  • Once a Task is created for a contact, tap on the Tasks  Activity card to see  uncompleted tasks for that contact

    1. Click the Task card to edit or delete

    2. Click the box to complete the task

    3. Click + to add another Task


View completed task details or edit task


Edit your task or delete


Pro-Tip! Tasks with a Due date will display a bell. Tap the bell to add a reminder time or remove any set reminders.

Completed tasks view

  • Click Show completed to view completed tasks
    1. Uncheck box to reactive the task

    2. Click Task card to view details

    3. Add another task by clicking +


  • Click Hide completed to return to the Task activity