Important: set up user permissions first
To let your employees create notes on their assignments in the mobile app, you first need to set the user permissions in the web app.
Here’s how:
➡️ Under Administration, open Devices
➡️ Select the relevant device
➡️ Tap Mobile phone settings
Here you can set the following permissions:
🔹 Edit assignments
The employee can edit existing project assignments – this setting is a prerequisite for creating notes.
How to add a note
➡️ To see your assignments, first open the «Assignment plan» view.
➡️ Now select the relevant project to whose assignment you want to add a note. Next to each assignment you’ll find a project icon. Click it and then select the matching project.
➡️ You now see your assignment on this project and can add your note under «Description».
🔶 Your colleagues in the office now see an envelope icon on your assignment in the web version – and can tell at a glance that you’ve added a message.
If you have any questions, feel free to reach out to us anytime! Have fun trying it out!
