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Version: 8.1All Creatio products

Work with the mobile app calendar

The Tasks section in the mobile application is synchronized with the primary Creatio application and can be used both offline and online (Fig. 1).

Tasks can be displayed either as a virtual organizer or a drop-down list. Calendar mode displays the tasks for which you are responsible and those in which you were added as a participant. List mode displays only the tasks for which you are responsible. You can select the view (drop-down list or calendar) in the upper area of the workspace area.

Fig. 1 Tasks section of the mobile application
Fig. 1 Tasks section of the mobile application

Depending on the size of your mobile device screen, the default calendar view is for the current day or the current week. If necessary, you can change the display period of the schedule.

note

The calendar view period can differ due to the work limitations of different mobile devices. For tablets, the schedule in the Tasks section can be changed to weekly or daily mode. For mobile phones, the schedule is always displayed daily.

Tap anywhere on the blank calendar space and swipe right to go to the next day or left to go to the previous day.

The current time is indicated using an orange line.

In the calendar area, all activities are displayed as rectangular blocks whose height corresponds to the duration of the activity.

On the left side of the calendar area, time intervals are displayed.

Activities in the calendar view are highlighted using different colors depending on their status and due date.

  • Activities are highlighted red when their due time has already passed and they are not in the final state yet.

  • Activities are highlighted blue when their due time has not passed and they are not in the final state yet (scheduled or in progress)

  • Activities are highlighted grey if they are in the final state (completed or canceled).

View someone else's calendar

You can only view the calendar of another owner in online mode.

To view the calendar of another owner:

  1. Tap the user image in top right (Fig. 2)

    Fig. 2 Change owner to view the calendar
    Fig. 2 Change owner to view the calendar
  2. Select an owner in the drop-down list.

  3. Tap the My activities button in the owner's drop-down list to get back to your calendar.

Add a task

To create a new task in the Tasks section, tap the btn_add_from_list.png button. Then, fill out the required information and tap Save.

When working in the mobile application you can create multi-day tasks (tasks lasting for more than one day).

To create a multi-day task:

  1. Highlight a task in the calendar.

  2. Drag a task to the panel that contains the days of the week.

  3. Hold the small circle on the corner of the activity bar btn_mobile_end_activity.png and drag it to expand the activity to the required range (Fig. 3).

    Fig. 3 Create a multi-day task
    Fig. 3 Create a multi-day task

Task actions

You can change the duration of an activity. To do this, tap the activity, hold the circle at the corner of the activity (btn_mobile_change_time.png), and drag it to the required time. To move an activity to another time, drag it to the required time interval.

To change the task status, go to the activity edit mode and select the required value in the Status field.

If you need to mark a task as completed, tap the button in the calendar and then tap the btn_mobile_change_status.png button.

To return a task to its initial state, select it in the calendar and tap btn_mobile_change_status_work.png (Fig. 4).

Fig. 4 Change status of a completed task
Fig. 4 Change status of a completed task

The actions menu is used for copying and deleting tasks. To view the options, highlight a task and tap btn_mobile_card_menu.png.

When copying a task from the calendar, the participants are also copied. When copying from the activity page, a new page is created where you can fill out all the required information.

In the online mode, you can also display activities created in the main Creatio application. To do this, use the Refresh action.


See also

Work with service cases in the mobile app

Work with dashboards in the mobile app

Mobile application FAQ