You can manage tasks using your phone.

You can edit or complete a task for a contact from their Journal page. To complete a task, select the Mark Complete check mark .

Adding tasks for yourself

Add tasks for yourself from your phone.

To add a task for yourself:

1. In the top right corner of the screen, touch Add and select Task .
   The Select Template dialog opens.
2. Select the template for the type of task you want to create.

3. Enter your desired values in the fields, but leave the Assign To value as your name.

   Info

   You can associate the task with contacts by adding them to the For field.

4. Touch Save .

The task is created and appears in your Journal page.

Adding tasks for others

Add tasks for others, also called delegated tasks, in the Tasks workspace.

To add a task for someone else:

1. In the top right corner of the screen, touch the Add button  and select Task .
2. Select the template for the type of task you want to create.
3. In the Assign To field, add the user (or users) who will own this task.

4. Enter your desired values in the remaining fields.

   Info

   You can associate the task with contacts by adding them to the For field.

5. Touch Save .

The task is created and assigned to the user you selected in the Assign To field. The task appears in the Journal page for the user.