Skip to main content

 

Planview Customer Success Center

Managing Tasks

From the Home screen, click the Tasks icon.

tasks_mobile.png

The mobile tasks view organizes tasks into three categories:

Overdue - up to 50 most recently overdue tasks based on target date within the last 90 days

This Week - up to 50 tasks due this week closest to today based on target date

Upcoming - up to 50 most current on schedule tasks based on target date within the last 90 days

tasks_view.PNG

Viewing and Editing Tasks

1.      Choose the appropriate view (Overdue, This Week, Upcoming)

2.      Tap the task you wish to view/edit.

3.      Currently you can modify the Title and Status fields only. Make any changes and tap Save or the check mark at the top of the screen.

task_edit.PNG