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How to Assign Activity to Mobile User?

To enable users view or perform tasks, activity needs to be assigned to them. The process to assign activity remains same for both Mobile and Web users. To assign the activity to any user follow the below steps :

  1. Under Users & Identity from the Navigation Menu' on the left hand side , click on Mobile Users / Web Users (as per requirement)
  2. From the list of User IDs click on the user to whom activity needs to be assigned.
  3. Click on Assign Activity tab. 
  4. All unassigned activities appear on left.
  5. Click on Activity name that needs to be assigned to the user. This will move to right.
  6. Click on SAVE 

Mobile user receives a Notification of activity assigned and web user can refresh Profile settings.

 

 

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