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Add a Task (iOS)

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To add tasks to the Tasks tool on an iOS mobile device.

Things to Consider

  • Required User Permissions:
    • To add a task and assign it to a user with 'Admin' permission, 'Standard' permissions on the project's Tasks tool. 
    • To add a task and assign it to any project user, 'Admin' permissions the project's Tasks tool.
  • Additional Information:
    • Overdue notifications are emailed in a summary format once a day in the following cases:
      • To an Assignee when a task is in the 'Initiated' or 'In Progress' status and is past due.
      • To a Creator when a task is in the 'Ready for Review' status and is past due.
    • Overdue emails are NOT sent when a task is in the 'Closed' or 'Void' status.


  1. Navigate to the Tasks tool on an iOS mobile device.
  2. Tap the plus  icon.
  3. Tap into the following fields to enter the relevant information.
    Note: An asterisk (*) denotes a required field.
    • Camera: Tap to take a photo to add to the task.
    • Attachments: Tap to select an existing photo or file to add to the task.
    • Title*: Enter a title for the task.
    • Status: Select one of the following statuses:
      • Initiated: Indicates the task has been created. 
      • In Progress: Indicates work on the task has started. 
      • Ready for Review: Indicates the task is complete and ready for review. 
      • Closed: Indicates the task and review of the work has been successfully completed. 
      • Void: Indicates the task has been marked as void. 
    • Due Date: Select a date from the calendar for the task to be due.
    • Assignee: Select a project level user from the drop-down menu, or select None if there is no assignee. Assignees must have 'Standard' or 'Admin' permissions on the project's Tasks tool. 
    • Description: Enter a description that further describes the task.
    • Private
      • Tap the toggle ON to make the task private.
        Note: Private tasks are only visible to the task's creator, the assignee, and users with 'Admin' level permission on the project's Tasks tool. 
      • Tap the toggle OFF to make the task public to users with permissions to the Tasks tool.
  4. Tap Save.

See Also


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