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How Do I Manage Tasks Within a Project in the Albi Mobile App?

Learn how to view, create, and manage tasks linked to a specific project in the Albi mobile app.

Inside each project, there are 10 main sections that let you manage every part of the job.

Click on Tasks

Open

Shows all tasks that are:

  • Assigned to you
  • Not yet completed

These are the tasks you are expected to work on.

 

Completed

Shows tasks that have:

  • Been marked as completed
  • Passed their due date (past due tasks will still appear here for reference)

This helps you review finished work and identify overdue items.

 

All

Shows every task assigned to you, regardless of status.

 

Searching and Filtering Tasks

Search Tasks

At the top of the screen, there is a Search Tasks bar.

  • Use this to quickly find tasks by name or related project
  • Helpful when you have many tasks assigned

 

Filter Tasks

Next to the search bar is the filter icon.
Using filters, you can narrow down tasks based on:

  • Status
  • Due date
  • Other task attributes (depending on your setup)

This allows you to focus only on the tasks relevant to your current workload.

 

Understanding Task Cards

Each task in the list is displayed as a task card, which includes:

  • Task name
  • Associated project name
  • Due date and time (if set)
  • Assigned staff initials
  • Status indicator

 

No Due Date vs Past Due

  • Tasks without a due date appear under No Due Date
  • Tasks that have missed their due date appear as Past Due (highlighted for visibility)

 

 

Updating Task Status from the Dashboard

Marking a Task In Progress

In the Open tab:

  • Tap the checkmark icon (✓) on a task
  • The task moves from To-Do to In Progress

This signals that work has started.

 

Completing a Task

  • Tap the checkmark (✓) again
  • The task is marked as Completed
  • It will move to the Completed tab

This provides clear visibility that the task has been finished.

 

Viewing Task Details (Task Info)

To see full details about a task:

  • Tap anywhere on the task card (not the checkmark)

This opens the Task Info screen.

 

Task Info Screen Includes:

  • Staff Assignee – who the task is assigned to
  • Task Type – what kind of task it is (e.g., call, schedule event, follow-up)
  • Linked Project – the project the task belongs to
  • Due Date and Time
  • Notes – additional instructions or context
  • Created By – who created the task

 

Available Actions

From the Task Info screen, you can:

  • Tap Start Task to mark it in progress
  • Tap Mark Complete to finish the task
  • Tap Delete Task (if permissions allow)

 

 

Creating a New Task

You can create a new task directly from the Tasks dashboard.

How to Create a Task

  1. Tap the + (Add) button

.   .   

      2.   Fill in the required fields:
  • Staff Assignee – who will complete the task
  • Task Type – defines the type of work

 

      3.  Optional fields include:

  • Linked project
  • Due date and time
  • Notes or instructions

     4.  Tap Save

Once saved, the task appears immediately in the assigned user’s task list.