Tasks
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      How to complete a task assigned to you via the Mobile App

      In this article you will learn how to complete a task that has been assigned to you via the Mobile App

      Index:

      Please watch the following video which will provide a basic rundown on how to complete Tasks assigned to you within the Mobile App

       

      This video was recorded before our latest Mobile App update so some portions of the video may not look the same as the current mobile app 

      Completing Tasks (Mobile App) (2.15)

      HubSpot Video

      Please also scroll down for further information...

      Task Assignment

       

      When a Task has been assigned to you, you will receive an email notification and the Task will also appear in your Mobile App on the Home Screen

       

       

      When you click on the Task a new screen will open up with the full details of the Task

       

       

      How to complete the Task 

       

      From here you can make notes about the Task by clicking on the Notes tab at the top of the screen

       

       

      And then clicking on the + button to Add a New Note

       

       

      Then enter any notes you want to make

       

       

       

      You can also add photos or files by clicking on the Files tab at the top of the screen

       

       

      And then clicking on the + button to Add a File

       

       

      You then have the option of either taking a photo using your camera or opening your photo gallery or your file browser to select a photo(s) or file(s)

       

       

       

       

      How to close the Task

       

      Once you have made notes and added any relevant photos or files you can then close the Task by clicking on the Complete tab at the top of the screen

       

       

      A pop up message will then appear asking if you 'are sure that you have completed the Task and want to close it'.  You can either click on Yes which will complete and close the Task or click on Cancel to go back to the Task.

       

       

      Once you have closed the Task it will disappear from your home screen and the Administrators of the account the Task has been created for will be advised by email that you have completed the Task.

       

      Once the Task has been completed and closed you will no longer be able to view the Task in the Mobile App

       

      How to View your Tasks 

       

      You can also view tasks that have been assigned to you by clicking on the Hamburger menu in the Top right-hand corner of the Home screen

       

       

      Then click on Tasks

       

       

      How to create and assign a Task via the Mobile App

       

      Click here for instructions on how to create and assign a Task to a user in the Mobile App

       

      If you need any further help or have any questions please contact the support team by email siteconnectsupport@lucidity.io or Ph: 0800 748 763