Home > RingCentral app > Message
Mobile
Creating a task in the RingCentral mobile app
| RingCentral app
Tasks in the RingCentral app helps you to stay on top of all your projects and provide visibility into your tasks by other people in your team. You can create tasks for yourself or other people, and you can add them to a direct message, group, or team conversation.
Once a task has been created, you can view and manage all tasks in a conversation by navigating to the Tasks tab in the conversation details. To learn more, visit Managing tasks in the RingCentral mobile app.
Creating tasks for mobile
There are two ways to create tasks in the RingCentral mobile app. You can add a task in a conversation via the plus button or by navigating to the Tasks tab. To learn more, follow these steps:
Adding tasks via the new actions plus button
To add tasks via the plus button, follow these steps:
1. Navigate to Message via the bottom menu bar
2. Select a conversation from the conversation list
3. Tap on the plus button in the bottom left corner of the app
4. Select New task in the pop-up menu
5. Configure the task settings as needed (see below for more info)
6. Tap the check mark at top right to add the task
Adding tasks via the Tasks tab
To add tasks via the Tasks tab, follow these steps:
1. Navigate to Message via the bottom menu bar
2. Select a conversation from the conversation list
3. Tap the three-dot icon in the top right-hand corner of the app
4. Select the Tasks tab
5. If you are creating the first task in the conversation, tap the Add Task button at the center
OR
Tap the blue plus icon in the bottom right corner of the app to add a task
6. Configure the task settings as needed (see below for more info)
7. Tap the check mark at top right to add the task
Once you create a task, it will appear in the message thread and include some or all of the following information: the task name, the task assignees, the task duration, and the task description.
Configuring a task
Now that we’ve reviewed how to create a task, let’s review each of the settings you’ll find while creating a new task.
- Task name: The preferred title of the task
- Assignee(s): The user(s) assigned to the task. Assignees must already be a member of that conversation
- Start date: The date you’d like the task to start. Type a date into the field or use the datepicker to select a date
- Due date: The date on which you’d like this task to be completed. Type a date into the field or use the datepicker to select a date
- Due time: The time on the due date by which you want this task to be completed
- Repeat: Choose from a dropdown menu how frequently you’d like this task to repeat (if at all). Options include None, Every day, Every weekday, Every week, Every month, or Every year
- Complete when: Set the condition in which you’d like this task to be marked as complete. Options include the following:
- Checked: When the task is checked by one person, this will mark the task as complete
- Checked by all assignees: If this task is assigned to multiple people, choose this option to ensure that the task will not be marked as complete until all assignees have checked this task
- 100% done: If you’d like to set this task so a person can complete it in 10% increments, select this option so that the task will be marked as complete once they get to 100% complete
- Add attachment: Attach a file or photo to the task
- Color: Select the color you’d like to set for this task
- Section: Use this field to group tasks related to a specific project.
- Add a description: Provide a task description in this field
© 1999-2022 RingCentral, Inc. All rights reserved.