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Planview Customer Success Center

KeyedIn Mobile App – Tasks

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User guide to explain how view and edit tasks in the mobile application

**To view tasks the login must have the correct permissions set within the ‘Login’ planning permissions.

 

Select ‘Tasks’ from the menu

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This will bring up the ‘Tasks’ Screen which will show the tasks for the current week being viewed:

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Selecting one of the tasks will show the ‘Task Details’ screen:

Icons at the bottom will allow sending an email to the client, call the client and view the client on a map

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It is possible to update progress of the task from the application by selecting ‘Update Progress’

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This will bring the following screen, which will allow adding a post to the task and update the % Complete for the task.

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Making the change will reflect on the ‘Tasks’ screen.

 

It is also possible to add time from this task by selecting the ‘Add Time’ option

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This will bring up the ‘Add Timesheet’ screen where it will allow time to be added as normal:

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