Configure task overview fields

Choose which task fields employees see in the task overview on mobile.

Task overview fields help employees see the right information at a glance.

This keeps the mobile task list focused and easier to scan.

Examples of useful fields

Depending on your setup, the task overview can show fields such as:

• task name
• status
• priority
• due date
• category
• owner or employee assignment
• linked records

1

Open the app settings

Open the area where task overview fields can be configured.

2

Select the fields

Choose which fields should appear in the task list.

3

Reorder if needed

Move the fields into the order that works best.

4

Save the layout

Save the new overview setup.

Why this helps

• employees see the most relevant details faster
• the task list stays easier to scan
• each team can focus on the fields that matter most

Frequently asked questions

Can every employee use the same field setup?

That depends on your app setup and policies.

In some environments, the layout can be user-specific.

Does this change the BackOffice overview too?

No.

This article focuses on the mobile overview.

Which field should always stay visible?

The task name is usually the most important field to keep visible.

Related topics

• Tasks
• Use tasks in the mobile app
• Configure task device policies