Create a Task on Mobile
- 23 Aug 2023
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Create a Task on Mobile
- Updated on 23 Aug 2023
- 1 Minute to read
- Print
- DarkLight
- PDF
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To create a task,
Tap on + Create New and select create task or tap on the hamburger navigation menu and go to my task list and then tap on the + on the top right.
Populate the required fields such as type, due date, assigned to, priority and status. Optionally populate fields like contact, related to and notes.
Choose if you to notify the assignee or notify yourself when it is completed if you are delegating this task.
In corporate and investment banking instances, if the related to is not populated or populated with an account, it will be overriden with a special activity security record to ensure only users on private side of the wall can view this task.
Known Issues and Limitations |
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Mobile task form do not support new custom fields. You may have additional fields on desktop that are not available on mobile. |
Mobile task form do not support additional related to other than call report and deals. You may have additional values on desktop that are not available on mobile. |
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