Mobile app dashboard
Step 1: Access the Assignments
Step 2: View Today’s Tasks
Step 3: Check Upcoming Tasks
Step 4: Ongoing Assignments
Step 5: Click View Details under New Allocation
Step 6: Review Ongoing Schedules
Step 7: Start a Quick Chat
Step 1: Access the Assignments
Tap on the “View all” option under Assignments to view a summary of all tasks currently assigned to you.
Step 2: View Today’s Tasks
Go to the “Today’s focus” tab to see a quick overview of the tasks scheduled for today.
Task Details
Tap on any task to view additional details such as the Description, Client Information, Location, and more.
Use the right arrow key to expand and see further information.
Step 3: Check Upcoming Tasks
Head to the Coming Up section to preview tasks that are coming up next.
Tap on the item to view detailed task information.
Step 4: Ongoing Assignments
Navigate to “Ongoing assignments” Tap on any item to view details
Step 5: Click View Details under New Allocation
Assigned to check the products currently assigned to you.
You can choose to Accept or Reject the assigned products.
Step 6: Review Ongoing Schedules
Any active schedules will also appear here.
Step 7: Start a Quick Chat
To chat with your teammates, simply tap the Chat icon.

