To access, add, and edit Tasks on your iPhone, click on the Tasks icon (3 stacked horizontal lines and checkmark) in the upper left corner in the Housecall Pro app.
- To create a new task, click the [+] sign in the upper right corner
- Click to switch view between:
'All Tasks' - tasks for the whole company
'My Tasks' - tasks assigned to you specifically
NOTE: Employees that do not have Admin level permissions for their account will not be only be able to see their own tasks (not the company).
At this point in time, you cannot add a customer association to a task from the mobile app, only the web portal.
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