Adding and managing tasks with iOS

What's my plan?

The Sell mobile app for iOS enables you to create tasks for action items, follow-ups, or reminders. Whenever you create a task, you can associate it with a specific lead, contact, or deal. To prioritize your activities and stay on top of your most important action items, you also have the option to create tasks with or without a due date and alerts

In the Sell mobile app, tasks are represented by the checkbox icon ().

This article covers the following topics

Working with tasks on the Today dashboard

Working with tasks from a lead, contact, or deal, page

Marking a task as complete

Working with tasks on the Today dashboard

You can view and track all of your tasks from the Today page (your dashboard) and filter by object association and due dates.

To add and track tasks from Today page

Tap the Today tab.

To view all of your tasks, regardless of their associated lead, contact, or deal, click Tasks.

To add a task to the Today page

Tap the Today tab.

In the top right of the screen, tap the Add icon (+) .

Working with tasks from a lead, contact, or deal, page

You can add tasks that are related to a lead, contact, or deal.

If you create a task from the Today page, you can select which lead, contact, or deal the task is related to. If you are creating a task directly from a lead, contact, or deal page, the task is automatically associated with that record.

To create a task

Open a lead, contact, or deal.

Tap Tasks, then tap the Add icon (+).

(Optional) Set a due date and alert.

Marking a task as complete

When you have finished a task, you can mark it as complete.

To mark a task as complete

Select the checkbox next to the task.