How to Create Tasks ?
Follow the steps below to create Tasks
Step 1:
Login into Mobiconnect with Owner/Admin credential and select your project.
https://www.mobiconnect.net/login
Step 2:
Navigate to the ‘Team Tasks’ page by clicking on Tasks from the menu.
Step 3:
Click on ‘New’ on the top right corner
Step 4:
In the ‘Add Task’ form: select the user and fill in all task details .
Click ‘Publish’ to assign the task.
Click ‘Save as Draft’ to save the task without assigning it.
Info: Task details
- Enter the Task title.
- Task Type: Choose from a dropdown list. – Document, Course, No Attachment, Form
- Task Frequency: Select how often it recurs.
- Start Date: Pick a start date.
- End Date: Optionally set an end date.
- Task Description: Provide additional details.
- Email Notification: Toggle on or off to send Task details to Email
Selected Task Type:
If “Document” is selected, an attachment is required.
If “Form” or “Course” is selected, choose from the dropdown list.