How to View Tasks Display on Qontak Mobile

Article author
Learning Center Mekari
  • Updated

The Task is a Qontak CRM feature where users can list and report their activities. These activities can be in the form of a Visit Plan, Follow Up, and others.

To view the Tasks view on the Web, you need to follow these steps:

    1. Open the Qontak application on your mobile phone. Enter your Username and Password. Click the “Login” button to get started.
    2. Selanjutnya klik menu “Task”.
       
    3. Berikut merupakan tampilan mobile phone yang muncul setelah anda menekan menu Task, dengan fitur-fitur yang disediakan.

      No Menu Information
      1 All categories
      Click the “dropdown icon” below to change the category.
      2 Search bar You can directly search for the desired task by typing the Name or other details.
      3 Filter You can filter tasks by Owner, Team, Company Association, Created date, Modified date, and all properties in the task menu.
      4 Status Task State the status of the Task at a certain stage.
      5 Task List List of Tasks that need to be completed.
      6 Task Tag Click on the tags to access the list of companies and associations.
      7 Add task You can add new tasks from this button, by selecting Add task or Upload File.