How to Create a New Task from the Project Insight Mobile App

Short video shows you how easy it is to create a new task in an a 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 new task to one of the projects you are managing in Project Insight. Normally, you would use the full web app to manage a project, but sometimes you may forget a task, or you might be on the road and need to input something quickly.

From the work list, you can simply hit the plus button in the right-hand corner. You can then choose the kind of item you need to add. The items that appear here will depend on your configuration or the add-ons you have in the system. In this case, I am just going to add a task.

You can choose the project you want it to be under. I’m going to select the CEO Scale Plan, and let’s say we need to automate emails as the name of the task. You can put a longer description in here, and you can pick the user you want to assign it to. In this case, I'm going to assign it to myself. Additionally, you can choose the start and end dates for that task.

Once you have filled everything out, you can hit save, which will add that task to your list. It may not show right now because it is not due anytime soon on this list, but it will appear when the due date gets closer. All tasks will be displayed in the project plan.

At this point, you can look at your projects from the project list, which is the second icon. Tap on this icon, and you can see all the tasks assigned to that project. Alternatively, if I just want to see the tasks I need to complete, I can click the "To Do" button. These are the tasks that I need to complete in this project.

This is how you can manage your projects and add tasks to your project from the mobile app.