Overview

Whether you need to quickly assign a task to a user or add tasks into dedicated task lists, you can easily create tasks that align with your organization's workflow. When creating a task, the Add Task pop-up window allows you to provide all of the key information needed to manage and track the task.

You can assign the task to a specific user, associate it with a Project or Customer, provide additional instructions, and more. With these task-related details, MobiWork helps you keep responsibilities organized, clearly communicate expectations, and give users the information they need to complete their assigned work efficiently.

This section explores the different ways to add a new task.

How to Access the Page

There are several different ways that you can add a new task to your MobiWork account; the following subsections will go over two ways on how to add a new task.

From the Tasks' Drop-Down

  1. The fastest and easiest way to add a new task is by accessing the drop-down menu from the Tasks feature located in your MobiWork menu:

  2. Select the "Add Task" option from the drop-down.

  3. The Add Task pop-up window will then appear.


From the Tasks' More Actions

Another convenient way to add a new task is through the More Actions from any of the "Tasks" tabs. For more information on how to access this page, please see the Tasks List section:

On the Tasks feature tabs, you will also be able to import your tasks from Excel:

  • Plus Sign- Adds a new task.

  • More Actions- Allows you to access the import drop-down actions.

For more information on how to import your task, please see the Import and Export Tasks page. Once you are on any of the Tasks feature tabs, click on the Plus Sign to add a new task.

The Add Task pop-up window will then appear.

Add Task Pop-up Window

Once you access the Add Task pop-up window, you will be able to input the description of the task, notes detailing additional instructions, a toggle that indicates if the task is correlated with a project or customer, and more::

Enter the appropriate information in the specified fields; please note that the fields with an asterisk (*) are required. Input the following information when adding a new task:

  • A description of the task

  • The user that the task is assigned to

  • Indicates whether the task is associated with a specific Project or Customer. Select None if the task is not related to either.

  • Additional instructions regarding the task

  • The corresponding task list that the task is grouped under

  • The status of the task

  • When you expect the user to complete the designated task

  • The category or classification associated with the task.

Name:Description:
"Description" The description and name of the task.
"Assign To" The user that the task is assigned to.
"Toggle Button" Use the toggle to indicate if the task is correlated with a project, customer, or select none if it's not related to a project or customer.
"Notes" Additional instructions concerning the completion of the task.
"Task List" You can group tasks so that relevant tasks remain together. For example, all tasks related to payroll operations can be grouped together, while tasks associated with specific work orders or customers can be grouped together. The "Task List" drop-down allows you to specify which task list you would like to search through. You can assign the task to an already-existing task list or create a new task list.
"Status" The status of the task (e.g., if the user has acknowledged the assigned task, if the task is in progress, or if the task is completed).
"Expected Completion Date" Indicates the planned date that the task is expected to be completed.
"Category" The category that the task is classified under.