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Tasks in Bitrix24 Mobile app

You can create a detailed task and control its progress using your mobile phone anywhere at any time.

Go to the Tasks section in the bottom menu of the Bitrix24 mobile app.

Quick task creation

To create a task, tap the + icon in the bottom corner. Specify the task name, an assignee and task deadline.

Tap All fields to open the extended task form and specify the additional details. Select participants and observers, add files and checklists. You can make high priority task, add tags and CRM entities in the More section.

To add tags to a mobile task, select the needed tag in the corresponding field in task form or create a new one. Also, you can add a tag in the task name or description with the help of the # sign. Just enter a key word after this sign and it will be recognised as a tag, e.g. #sales.

To attach files, tap the corresponding button in the bottom panel. You can upload files from your mobile phone or from Bitrix24 Drive. Complete all the fields you need and tap Create.

View and edit tasks

Use the search bar and filters to find a specific task. Select the desired stage of the task or your role in it. There is also an option to sort tasks by deadline and show already completed ones.

All new comments appear as counters in the panel. An employee can mark a comment as a result of work. If the task creator enables the Task status summary is required option, the assignee can touch and hold a comment to see the actions menu and select set as task status summary.

The task creator can edit it at any time. Open the task and apply the changes. Also, you can tap the dots button to apply one of the following actions to the task: complete, delegate or delete it.

All the changes in tasks appear as counters of different colors. New comments are highlighted with green color, and overdue tasks are marked with red. You can also use the filter to view the number of unread comments, the number of overdue tasks and your role in them.

Tap and hold the task to select an action, for example, disable notifications for new comments or pin the task at the top of the list.

Share tasks

You can share a link to any task with your colleagues. Open a task form, tap the dots button in the top right corner and select Share in the menu. Select a user you want to send a link to, or copy the link to send it in any other way.

Also, you can share a link to a task from the task list. Tap and hold the task to select an action.

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