FAQs in this section
Which is the new mobile app by Vtiger?
What are the benefits of installing the Vtiger CRM mobile app?
How can I install the Vtiger CRM mobile app?
How can I log in to the Vtiger CRM mobile app?
Is the Vtiger CRM mobile app different from the web version?
What can I do on the Dashboard page in Vtiger CRM mobile app?
What can I do on the Events page in Vtiger CRM mobile app?
What can I do on the Search page in Vtiger CRM mobile app?
What can I do on the Actions page in Vtiger CRM mobile app?
What are the different tabs under the Actions page in Vtiger CRM mobile app?
How can I go back to the Dashboard from any page in Vtiger CRM mobile app?
Why can't I edit a closed record in Vtiger CRM mobile app?
How can I see the modules in the Vtiger CRM mobile app?
Which modules can I see in the Vtiger CRM mobile app?
What is the Favourites section in the Vtiger CRM mobile app?
What are the different settings available in the Vtiger CRM mobile app?
How can I log out of the Vtiger CRM mobile app?
What can I do in the Vtiger CRM mobile app's Kanban View?
What can I do in the Vtiger CRM mobile app's Calendar View?
What can I do in the Vtiger CRM mobile app's List View?
What can I do in the Vtiger CRM mobile app's Summary View?
What can I do in the Vtiger CRM mobile app's Detail View?
What can I do in the Vtiger CRM mobile app's Edit or Create View?
How can I refresh the data in the Vtiger CRM mobile app?
What is the use of Maps in the Vtiger CRM mobile app?
What is the use of Whatsapp in the Vtiger CRM mobile app?

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:
  • Add a new task by clicking the + icon on the bottom of the screen.
  • Select a list of tasks by clicking the Lists drop-down on the top bar.
  • Add filters and customize the List View by clicking the Filter icon on the top bar.
  • Search for tasks by entering keywords in the search bar.
  • Toggle between List View, Kanban View, and Calendar View.
  • Edit, Delete, or Reopen tasks by swiping left or right on the task records.
  • View in-depth information on the task in the Summary View by clicking on a task record.
  • Change the month in the Calendar View by dragging the Hamburger icon down.
To know more about Vtiger CRM mobile app, click here.
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