How to Add a Task to an Existing Project in the PI Mobile App

Short video shows how easy it is to add a new task in an existing project from the Project Insight Mobile App. Our robust mobile app lets you update task statuses, make comments, enter time, capture expenses, submit time sheets, run reports, approve items, and more.

Transcript:

In this video, I'm going to show you how to add a task to a specific project. When you log in, you are normally taken to your work list in the mobile app. However, if you want to start managing your project, you can simply click the second icon. These are the projects you are dealing with. In this case, I want to look at the CEO Scale Plan. You will see that I have two tasks assigned to me. If I want to see all the tasks, I can choose "All Tasks." But if I want to add something to this project, I hit the plus key.

In this case, I want to add a task, and in this task, I want to validate the website, let's just say.

You can then put a longer description in, assign it to whomever you want, and choose the start date for that task. After that, hit "Save." That task is now saved as part of the project plan, and you can see the number of tasks has moved to six. It's that simple to add a task. You can also add issues, to-dos, or any other items in your workspace to a project using that plus button.

Then, you can navigate back to your work items by simply clicking the bottom icon. The bottom icon takes you to your work list, where team members can get their work done. We have a very simple list here for them to work from, which keeps it really easy for them to know what they are supposed to do at all times.

Remember, all of your projects across your entire organization are available in the mobile app as well as the full website, reporting engine, and all the other good stuff that your executives need to see.