Create tasks directly in the Scopevisio mobile apps: in REBU2GO, PROJEKTE2GO, KASSE2GO or BELEGE2GO.
Via the action button
Select the action button and then Create task. Fill in the task form and save it. The task is created in Scopevisio with reference to the object from which it was created (here: contact).
Via the Activities tab
Select the Tasks option in the Activities tab. You can do the following here:
Filter tasks
Create new tasks
Select and delete tasks
Track time on the task (via the clock symbol)
Open a detail page via the task link.
Details
Once you have opened the task details, you can edit the task.
Communication
You can use the Communication tab to create comments on the task and link documents and emails to it.
