Mark as important

Mark as important

Mobile users can prioritize their assigned tasks by marking them as important.

To mark as important of the tasks, please follow the steps below:-

  1. Go to the URVA home page and log in if needed.
  2. Click on the Work module.
  3. Pick the activity that contains the task you want to mark as important.
  4. Locate the specific task and click the Action button next to it.
  5. Click on the Mark as Important button and confirm your request.
  6. Ensure that the task is successfully marked as important by checking the task list. 

    • Related Articles

    • Restrict Repeated Tasks for the Same Customer

      To avoid too many follow-ups on the same customer by the same person, URVA gives you the option to restrict task creation for a contact within a specific time period. What Does This Mean? Once a user completes a task for a contact, they cannot do ...
    • Data Refresh Interval (Every hours)

      Data refresh interval is used to get the notification about Home, Contacts, Activity, Calendar and New in saved time. Configure Data Refresh Interval :- From URVA home page, click on the Admin Settings. Click on the App studio under the ...
    • Merged Field View in Forms (Activity & Collection)

      URVA now supports merged field display — allowing you to combine multiple related fields (like address. text field) into a single view-only field while keeping each field editable individually. This helps keep your forms clean and readable, ...