FAQs in this section
What can I do on the Tasks page in Vtiger CRM mobile app?
Tapping the Tasks icon in the bottom bar displays all the tasks in the default view - the List View.
You can do the following in Tasks:
You can do the following in Tasks:
- Quick Create: In the Tasks module, add a new task by clicking the Quick Create button at the bottom of the screen.
- Lists: Select a list of tasks by clicking the Lists drop-down on the top bar.
- Filters: Add filters and customize the List View by clicking the Filters icon on the top bar.
- Search Tasks: Search for tasks by entering keywords in the search bar.
- Switch Views: Toggle between List View, Kanban View, and Calendar View by clicking Views icon.
- Swipe for quick actions: Edit, Delete, or Reopen tasks by swiping left or right on the task records.
- Opening a Task: View in-depth information on the task in the Summary View by clicking on a task record.