Heads Up! If you see features in this article that aren’t in your account, this article may be what you're looking for instead.
The Mobile Tasks List is your hub for managing all your tasks, subtasks, and client requests on the go.
Manage the Mobile Tasks List
1. Login to the Mobile App and tab the Work tab.
2. Tap on the Filter icon in the upper right corner.
Tap Active Work to change the filter view.
Select a Filter View. Choose from the default or custom filter views.
Currently, filter groups cannot be edited on mobile. In addition, new filter groups can only be added on the desktop. For information about creating or editing filter groups on the desktop app, please refer to the Filter Task List and the Update Your Saved Filter Groups help articles.
2. Tap the Show subtasks icon to show or hide subtasks.
Toggle the button on to show subtasks, and toggle the button off to hide subtasks.
3. Tap on a listed task or subtask to open the respective task workspace.
Subtasks are identified by the in-line subtask icon.
4. Create a new Task, Send a Client Request, or Timer by tapping the Global Add Button.
