FirmDash allows you create the following Tasks on-the-go!
To create a Task:
Tap the blue plus sign (+)at the bottom of your screen.
Select New Task.
Tap Tasks to pick the type of task from the dropdown list.
Select a Due Date.
Select Account.
Select Contact.
Tap Owner to reassign task ownership to another employee.
Create a Subject.
Tap inside the Task Description... box to begin writing your request.
Select Create Task in the upper-right corner.
To attach files to a Task on a mobile device:
Tap into the Task.
Tap on the paperclip icon in the upper-right corner.
Select where you want to find the photo. Use the scanner if it's a physical document.
Tap Upload.
You will now see the attached file(s) in the Task.