Manually create task in mobile app
URVA1 gives Mobile users the liberty to create tasks through the Mobile application.
Manually create task from URVA1:
From URVA1 app home page, tap on the 'Activities'.
- Click on the activity in which the user wants to perform the task.
- Click on the “
” icon appearing at the bottom right corner. It will compose a fresh task.
- Enter Task title if required.
- Tap on CHECK-IN (if it's there) to proceed.
- The FORM tab will appear and now start filling in the relevant information.
- Capture Media ( Images and Signatures) and other fields.
- Tap on FINISH Tab on top.
- Tap on Submit Now to complete the task or click Submit later if you want to complete task after some time.
- The task is updated to the server and the Supervisor can view the details filled at the same.
Related Articles
Create Follow-up of a Task from mobile App
Create a follow-up task for a customer visit: Go to Work Tab and click on it. Find "My Completed" tasks section by clicking on Click on it to see tasks you've already completed. Click Follow-up to start a follow-up task. A new form will pop up asking ...
Applying and Saving Filters in URVA
Filters help users refine any data based on specific conditions, making it easier to find relevant information. URVA app allows users to apply, save, and reuse filters for quick access. Follow the steps below to apply and save filters in the task and ...
Scheduling a task
There are two methods to schedule a task, web user can schedule a task from the web, and app user can do the same from within the URVA application. Let us know how to schedule the task. To schedule a task from office to user for future date, please ...
Change territory of the task/ move task from one territory to another
URVA facilitates users with the option to change the territory of the task/Move task from one territory to another in one go. This saves a lot of time & effort. To change the territory of the task/ move a task from one territory to another, follow ...
Create, Upload & Assign Tasks
URVA facilitates you with option to allocate task in bulk, hence multiple tasks can be assigned to multiple users in one go. This saves lot of time & effort. To create new Tasks Manually follow the steps mentioned below: One by One create tasks: From ...