Create task with 2GO applications

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 out 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. Here you can do the following:

1. Filter tasks

2. Create new tasks

3. Select and delete tasks

4. Track time on the task (via the clock symbol)

5. 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.