The Tasks section of the mobile app enables you to view, add, and edit the tasks and critical tasks assigned to you. The Tasks screen displays Critical tasks and Tasks as separate tabs.

Viewing and editing critical tasks

By default, the app shows the Critical tasks tab when moving to the Tasks section. 

The calendar above the critical task list indicates with a dot the dates containing critical tasks. 

Clicking a date opens the critical tasks registered for that date.

Using filters, you can view your completed critical tasks (Done), incomplete ones (other than “Done”) or all. When a filter is applied, a red dot appears in the filter icon. “Clear” removes all filters.

From the list, you can open an individual critical task to see its details.

The General view displays the critical task details, the related matter (if any) and other persons responsible for the critical task. 

Clicking the View button, you can access details of the matter.

With the toolbar buttons, you can share the critical task with other CSI Mobile users, mark it as completed, or edit it. With the Delete button on the top right corner you can also delete it.  

NOTE! If critical tasks in the CSI software are synchronized to Outlook, critical tasks cannot be edited in the app. 

By clicking the Notes tab, you can view notes related to the critical task and add new notes with attachments (max 1 MB).

After editing a critical task, the changes are saved with the “Save” button. “Close”  in the top left corner leaves the page without saving changes.

Adding critical tasks

You can add critical tasks either in the Critical tasks screen by selecting “+” or by selecting Quick Action > New critical task from the bottom menu. Both actions open a screen for a new critical task.

NOTE! If critical tasks in the CSI software are synchronized to Outlook, you cannot create critical tasks in the app.

If you attach a matter to the critical task, only your favorite matters are listed by default. You can remove the favorite filter to see all the matters. You can also search for a matter. 

Once all the details are filled in, you can save the critical task. “Close” closes the window without saving the critical task.

After saving a new critical task, you can add related notes and their attachments (max 1 MB) to its Notes tab. Notes which are marked as important are displayed on the top of the notes list.

Managing tasks

To view and edit tasks, and to add new tasks, click the Tasks tab open.  

The calendar above the task list indicates with a dot the dates containing tasks. Clicking a date opens your tasks registered for that date as a list.

Using filters, you can view your completed tasks, incomplete ones or all.

You can click any of the tasks on the list to open it for viewing or editing.

 The General tab of a task displays its details and related matter (if any). If there is a matter linked to the task, the View button enables you to view additional matter details.

You can share the task with other CSI Mobile users, mark it as completed, edit it, or delete it. Additionally, you can create a billable transaction from the task by filling in the required fields.

The Work times tab allows you to attach the task to a work time entry. In the Notes tab, you can view notes added to the task or add new ones with attachments (max 1 MB).

New tasks can be created in the Tasks tab by selecting the “+” or by selecting Quick Action > New Task from the bottom menu.

In the task creation screen, you can enter task details and the matter if the task is matter-related.  By default, the app lists your favorite matters, but by removing the favorite filter you can see all the matters.

Once you save the task, its Notes tab gets active and enables you to add notes and their attachments (max 1 MB) to the task.