View To Do
View all of your tasks and workflows by tapping the To Do icon on the bottom menu bar.
Tasks
View & Manage Tasks
By default, the Tasks tab is displayed first.
To add a task, tap the +Add Task button. Once you’re finished recording a note, tap Save.
To set a due date and assignee, tap the down arrow to expand for more details.
Tap the Due Date button to set a deadline.
Tap the Assignee button to assign a user.
You can also manage the due date and assigning by sliding left and tapping the Assign, Due or Delete buttons.
Workflows
View & Manage Workflows
View and manage workflows by tapping the Workflows tab.
Search Workflows
Search for workflows by tapping the Search bar and typing the workflow name.
Run Workflows
🚧 IMPORTANT: You cannot run a workflow from the To Do - Workflows tab. To run a workflow in the mobile app, navigate to a specific contact and go to Workflows. See also Contacts - Run Workflows.
Update Workflows
View Workflow Steps
To make updates to a running workflow, tap the arrow to view and manage the workflow steps.
Manage Workflow Step
To mark a step complete, tap the empty checkbox. To manage due dates, assignees and add workflow step notes, tap the arrow.
Add Workflow Step
To add a new workflow step, tap the +Add Step button. Once you’re finished adding workflow step details, tap Add.
🚧 IMPORTANT: You cannot delete workflows from the mobile app. If you need to delete a workflow, login to the Swivel CRM web app.