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Create, View, Edit, Delete Tasks

Steps to Create, View, Edit, and Delete Tasks from the Tasks View on the mobile app

Christine Clark avatar
Written by Christine Clark
Updated this week
  1. In the bottom navigation, you will see a ‘Task’ tab, second from the left.

  2. Clicking on this will navigate to the Tasks list view

  3. If you have filters set for your organization, you will see those render as a swipeable list at the top of the view, above the list of tasks. Underneath, you will see your tasks in a list respective to the filter you may have clicked.

  4. To add a new task, click the plus icon button in the bottom right-hand corner

  5. This will navigate you to the Add Task view, where you can fill in the task form with all your requirements

  6. Clicking save will navigate you back to the task list view, where you will see your newly created task at the top of the list

  7. To edit or delete a task, you can swipe left on a given task, and see the edit and delete buttons appear

  8. To ‘complete’ a task, you can accomplish this two different ways. The quickest way is to swipe right on a given task and click the green ‘Complete’ button. Alternatively, you can swipe left and, in the edit screen, edit a task's status. Moving a task into ‘the completed’ state will remove it from the main list.

  9. To view completed tasks, click the filter icon in the top-right corner. This will show a new filter menu with a search bar and a toggle. Click the toggle that says ‘Only show active’ so that it is not active. This will refresh your list to include completed tasks.

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