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.
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.
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:
-
Tap the user image in top right (Fig. 2)
-
Select an owner in the drop-down list.
-
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 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:
-
Highlight a task in the calendar.
-
Drag a task to the panel that contains the days of the week.
-
Hold the small circle on the corner of the activity bar and drag it to expand the activity to the required range (Fig. 3).
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 (), 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 button.
To return a task to its initial state, select it in the calendar and tap (Fig. 4).
The actions menu is used for copying and deleting tasks. To view the options, highlight a task and tap .
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