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How to assign tasks to the mobile users?

 

  1. From Navigation Menu, open Tasks module.
  2. Now select the appropriate activity & territory from the dropdown (or know how to create a favourite).
  3. Select the checkbox for a task and click the move icon.
  4. Now select a mobile state and then click on any mobile user to assign.
  5. To assign now, click submit. To assign the task in the future, click schedule.

 

The task will be assigned to the mobile user and available on their mobile device!

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