How to Create Task on Portal for iOS

You can create a task on the Portal for yourself by filling out a form linked to a task definition. The article describes how to create a task using the iOS device after you upload or synchronize the application.


For the newly created Task to be visible for a Task Manager, you must upload it or synchronize the application.


The Task Admin must establish the permission for Responsible Parties to create ad-hoc tasks on the Task Definition page, Permission tab.

Please read the Permission tab article for more details.



How to Create a Task

  • On the My Tasks page, click the "+" button

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If you use an iOS tablet, the "+" button is displayed as the + Start form button.

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  •  Choose a task definition with a linked form available for you. You can search the task definition by its name.

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If you click the "+" button on the Task Definition page, you will be able to immediately fill out the form.

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Filters 

There are 2 more filters available in the list of Quick filters - Created by me and Recent.

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Created by me filter allows users to see all tasks created by them.

The activated Recent filter allows users to see the tasks that were saved/submitted/created/updated during the last 2 days.

Notification Message 

If a newly created task is not displayed on the application, the system displays a notification message.

"Response submitted. Recent item is filtered out. Show recent."

Click the Show recent button to activate the Recent filter. The filter will display a task that you have just created.