How Do I View My Tasks on the Mobile App?

On This Page

• Steps for Apple

• Steps for Android

For iOS

On the home page of the Mobile App, you will see your upcoming tasks for the day. Tapping the Task will take you to the Task details page.

Tasks List

• On your app homepage, scroll through the options on the top and tap on the Tasks option to view your upcoming tasks.
   
• Your upcoming Tasks, organized by their date and level of priority, will appear in this list view.
  
• Easily mark a Task as completed by selecting the circle to the left of the event.
• To create a new Task, select the + button in the top right corner.
• To customize your view, you can use the Filter Menu located in the upper right-hand corner.
  
  • Filter by Completion Status
    
    • Toggle between showing only incomplete or completed Tasks, or choose "All tasks" to view both.

• • Filter by Task Type
    
    • Choose to view only Tasks that are assigned a specific Type, which can be configured in your account settings on the Web App, or show all Types.

• • Filter by Priority Level
    
    • Sort between Tasks of different priority levels, or show all.

• Selecting a Task will give you an overview of the event, as well as the opportunity to edit details.

Calendar

• Tap on the Calendar option on your app navigation to view your Calendar and Task list for the selected date.

• The section at the bottom will show that are scheduled for the current date. The order in which these Tasks appear is as follows:
  • Start Date > Priority > End Date > Most Recently Updated
    (For example: if two incomplete Tasks have the same exact start date and priority level, the one with the first end date would appear at the top)
    

For Android

On the home page of the Mobile App, you will see your upcoming tasks for the day. Tapping the Task will take you to the Task details page.

Tasks List

• Your upcoming Tasks, organized by their level of priority, will appear in this list view.
  
• Easily mark a Task as completed by selecting the checkbox to the left of the Task.  
• To customize your view, you can use the Filter Menu located at the top of the Task list.
  
  
  • Filter by Completion Status
    
    • Toggle between showing only incomplete or completed Tasks, or choose "All tasks" to view both.

• • Filter by Task Type
    
    • Choose to view only Tasks that are assigned a specific Type, which can be configured in your account settings on the Web App, or show all Types.

• • Filter by Priority Level
    
    • Sort between Tasks of different priority levels, or show all.

Calendar

• Tap on the Calendar option on your app navigation to view your Calendar and Task list. 

• Use the Agenda and Calendar icons to update the Upcoming Calendar Tasks viewed. 

• The section at the bottom will show tasks that are scheduled. The order in which these Tasks appear is as follows:
  • Start Date > Priority > End Date > Most Recently Updated
    (For example: if two incomplete Tasks have the same exact start date and priority level, the one with the first end date would appear at the top)
• To add a new task, tap the + New Task button in the bottom right corner.