Crimson 3 FAQ: How do I access Tasks on my Mobile Device?

Crimson 3 is mobile optimized, allowing you to access your favorite features on the go.  Mobile optimization includes small changes to the Tasks features in My Tasks and Tasks/Calls feature to make accessing and utilizing this tool easier than ever from a mobile device. 

To start, log onto Crimson on your mobile browser, using your secure login credentials.  You can also save the browser to your phone’s as a Mobile Shortcut, read the How to Setup Crimson Mobile Shortcut guide.

My Tasks

To utilize My Tasks, go the My Tasks list on your Home dashboard.  Similar to desktop view, you have the option to either select one of the visible tasks or click the mceclip0.png icon to see the full list of tasks assigned to you.

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Viewing Task List

If you click the Show More icon, there are several options to manage the tasks. To see the individual task options, tap on the task entry.  You will see the following two icons appear:

  • mceclip2.png Will open the task to Edit, see Editing a Task section more information on this.
  • mceclip3.png Will open a new message asking if you want to mark the task as completed, click Yes to complete and No to return.

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You can also click the mceclip6.png icon at the bottom of the screen.  This will give you export options, including Call Sheets. The Call Sheet options will open a new tab in your browser with the respective sheet(s) and the Export option will ask if you want to view or download the Excel file of your tasks.

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Editing a Task

To open a task to edit, either tap on the task from the My Tasks list or use the mceclip8.png icon from the full list.  When you do, the task edit window will appear.

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From the task you can scroll and change the fields, including the completion fields.  When done, click mceclip11.png to update and/or complete the task.  In addition to adding information, click the mceclip12.png icon to quickly see a list of contact information available for the People Record. You can tap a phone number to make a call directly from the list.

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Tasks/Calls Feature

To utilize the Tasks/Calls feature on your mobile device, navigate to the People Dashboard and scroll down to Tasks/Calls action button. When you open this feature, it functions the same as the feature does on your computer browser.  For more information, check out the Crimson 3: About Tasks guide. To access all of the available steps, tap on the mceclip14.png icon. This will open a drop-down list of the available steps.  You can also use the mceclip15.png icon in the bottom right corner to advance to the next step.  The final step, 6, creates your search results and presents the list of tasks. 

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Tap on any of the tasks in the results page to get a series of options:

  • mceclip18.png Will open a new message asking if you want to mark the task as completed, click Yes to complete and No to return.
  • mceclip19.png Will open the task to Edit, see Editing a Task section for more information.
  • mceclip20.png Will open the People Profile of the Record.

You can also use the mceclip21.png icon at the bottom of the screen.  This will give you export options, including Call Sheets. The Call Sheet options will open a new tab in your browser with the respective sheet(s) and the Export option will ask if you want to view or download the Excel file of your tasks.

 

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