How do I add and delete checklist tasks on the mobile app?
Within the Checklists tab of your transaction, tap the three dots icon at the top right of the screen and select the +Add task option. You will be asked to enter the task name (required), deadline date, the assigned person (required), description, and whether you want a document to be attached.
To delete the task, open it, tap three dots icon, and select the Delete option.
How do I complete a task on the mobile app?
For a task that does not require a document, you can simply tap the empty checkbox to complete the item. Tapping the ticked checkbox will change the task status back.
How do I submit a task for review on the mobile app?
Within the task screen, tap the three dots icon and select the Submit option. You'll also see the Review status row under the displayed document.
How do I request an exemption on the mobile app?
Open the task, tap three dots icon, and select the Request exemption option.
How do I download a document from the mobile app?
Open the task, tap three dots icon, and select the Share document option. You can either download it to your local iOS/Android storage, send to your email/messenger, or send to any other app of choice.