Note: The Max Classic Mobile App is being sunset and will no longer be accessible after October 31, 2024. To continue accessing Keap from your mobile device, be sure to download the Keap Mobile app.
- Expand the menu and tap Tasks
- Click on a task to view the Task List screen.
- Today contains overdue tasks and tasks due today.
- Upcoming contains tasks with due dates in the future.
- No Due Date contains tasks with no due date.
- To complete a task, swipe from left to right while on the List screen. You will be prompted to Undo if you swiped the task erroneously. Note: Once a task is complete, any campaign automation tied to that task will trigger at this time.
- To delete a task, tap the task to see the details, and tap the Delete button.
- To add a task, tap the "plus" icon in the Task List view
As you start adding task details, more task options will become available:- You can tap due date to select a date from the native date picker that slides up.
- You can tap "Add Contact" to search for a contact and select one to associate to that task.
- You can tap the Description field to start entering text in that field. The whole screen scrolls up as the body of text text lengthens.
- When you tap Save, the task is added to the appropriate list based on due date and you can see a "Task successfully created" card at the bottom of the screen.
- To edit a task, you can tap the edit "pencil", or on any of the fields while viewing the task