Managing your tasks in the mobile app

Use the mobile app to see all of your assigned work in one place, update task details, and create new tasks while you're on the go.

View your tasks in My Work 

My Work brings together every task assigned to you across all of your projects, so you can see what needs your attention without switching between projects.

Open My Work

1. Open the Forecast PSA app.
2. Tap My Work 

How your task list is sorted

In your My Work list, you’ll see tasks organized into Overdue, This Week, No Deadline, and Done for the current week.

Filter your task list

You can narrow your list to focus on specific work.

1. From My Work, tap Filter.
2. Choose one or more filters:
   • Client 
   • Deadline 
   • Marked as: Blocked, Bug, High Priority, Starred, and Non Billable 
   • Project 
   • Recent activity 
   • Team 
   • Sprint status 
   • Workflow 
3. Tap Apply Filter.

To clear your filters, tap Filter, then tap Clear all.

View and edit a task

Open any task to see its full details. You can edit task fields directly from the task view, without switching to a separate edit screen.

Open a task

1. From My Work, tap the task you want to view.

The task view shows the task's details, including: 

• Project 

• Assignee 

• Status 

• Phase 

• Sprint 

• Labels 

• Dates 

• Estimate 

• Remaining 

• Time Regs. 

• Description 

• Comments 

Edit a task field

1. Open the task.
2. Tap the field you want to change.
3. Enter or select the new value.

Your changes are saved automatically.

You can edit the following fields:

• Priority 
• Blocked 
• Bug 
• Non billable 
• Starred 
• Title
• Assigned people
• Status 
• Sprint
• Labels
• Dates
• Estimate 
• Description

Create a task

1. From My Work, select the green plus (+) button.
2. Enter the task name, project, dates, estimate, and assignees.
3. Select Add.

Where to go next

• Getting started with the Forecast PSA mobile app
• Logging and managing time in the mobile app
• Notifications and profile settings in the mobile app