How to create tasks
1. To create a task, tap the plus + button at the bottom of the screen and select Create task.
Android
IOS
2. Task creation screen
Tap the Create task button to open the task creation screen.
Set main task parameters. Required fields are marked with an asterisk.
Android
IOS
3. Assign the task to an executor
Executors are grouped by their user level.
- Company;
- Divisions;
- Regions;
- Stores;
- Users (shows all users to whom tasks can be assigned).
Select an executor from the list to assign the task to them.
Android
IOS
-
Tap this button to confirm your choice. -
Tap this button to see the list of users assigned to a task.
4. Configure notifications
Android
Turn on the Remind executors option to configure task notifications.
IOS
Go to the Notifications section and select the checkbox next to the preferred option.
5. Assign observers
- Director of the executor — Will be able to assign supervisors of the selected executors.
- By BD (Department) — Will be able to assign users from the selected department to observe the task.
- By user level — Will be able to assign users of the selected level to observe the task.
- Or use the search to find the desired user.
Android
IOS
Tap the button to confirm your choice.
6. Enable appropriate Additional params.
Android
IOS
7. Configure notifications if necessary
Tap the Notifications to open the notification settings.
IOS
Icons will be highlighted if notifications are enabled.
Tap on the relevant icon to turn on the corresponding notification type.
Notifications are enabled. 
Notifications are disabled.
8. Finish task creation
Android
Tap the Create button.
IOS
Tap the button at the top-right corner of the screen.
