How to assign tasks to the mobile users?
- From Navigation Menu, open Tasks module.
- Now select the appropriate activity & territory from the dropdown (or know how to create a favourite).
- Select the checkbox for a task and click the move icon.
- Now select a mobile state and then click on any mobile user to assign.
- 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!