What You Can Do with Tasks on a Contact Record

The Tasks section on a contact record in Keap Mobile lets you view all open tasks for that contact, complete or edit individual tasks, add new tasks, and view previously completed tasks — all without leaving the contact record. Before using tasks in Keap Mobile, make sure the app is installed. See how to install Keap Mobile on your iOS or Android device.

How to View and Interact with Open Tasks

Once a task has been created for a contact, open the contact's record in Keap Mobile and tap the Tasks activity card to see all open (uncompleted) tasks for that contact.

Tapping the Tasks activity card expands the tasks list for that contact. From the expanded tasks list, you can take the following actions:

• Tap the task card to open the task and edit or delete it.
• Tap the checkbox next to a task to mark the task as completed.
• Tap the + button at the top of the tasks list to add a new task for the contact.

Tip: Tasks that have a due date display a bell icon. Tap the bell icon to add a reminder notification for the task or to remove any reminders that are already set.

How to View Completed Task Details or Edit a Task

Tap on any task card in the tasks list to open the task detail view. From the task detail view, you can review the full task information — including the title, due date, assigned user, notes, and completion status.

The task detail view displays the full task record. Tap Edit at the top of the task detail view to open the task editor, or tap the complete button to mark the task as done.

How to Edit or Delete a Task

From the task detail view, tap Edit to open the task editor. In the task editor, you can update the task title, due date, assigned user, and notes. To delete the task, tap the Delete option in the task editor.

The task editor displays all editable fields for the task. The Delete task option is located at the bottom of the editor. Tapping it permanently removes the task from the contact record.

How to View Completed Tasks

By default, the Tasks activity card shows only open (uncompleted) tasks. To see tasks that have already been completed, tap Show completed at the bottom of the tasks list.

Tapping Show completed expands the tasks list to display completed tasks below the open tasks. Completed tasks are shown with a checked checkbox and the completion date.

Add another task by clicking +

 

Click Hide completed to return to the Task activity