1. Accessing the Tasks Section
Open the RocketCRM mobile app.
Tap on the hamburger menu (☰) located at the top left corner.
From the menu, select the “Tasks” section.
2. Creating a New Task
In the Tasks section, tap the purple plus (+) button located at the bottom right corner.
Fill in the required task information:
Title (required)
Description (optional)
Assignee (choose from available team members)
Linked Contact (select a related contact if needed)
Due Date (set the expected completion date)
Once all relevant fields are completed, tap “Save” to create the task.
3. Managing and Searching Tasks
To search or filter tasks, tap the filter icon located at the top right corner of the Tasks screen.
You can filter tasks by:
Contact
Assignee
Status (e.g., Open, In Progress, Completed)
You can also sort tasks by:
Due Date (ascending or descending)
4. Tips
Ensure that every task has a clear title and due date for better tracking.
Regularly update task statuses to maintain an organized workflow.
Use filters to quickly find high-priority or overdue tasks.