Tasks

The Tasks feature gives you the ability to create a list of to-do activities. With Tasks in Leap, you can set yourself up for success by keeping track of all of your daily and weekly to-dos in one central location – your Leap app! Want to add these tasks to your calendar? Not a problem! Tasks can be synced to a calendar so the assigned activities can be visible to anyone that has access to that calendar.    

Today’s Tasks

Find upcoming and overdue tasks for the day beneath your daily appointments. You’ll never forget what needs to be done for the day as your Tasks can be found front-and-center when you first log into Leap within the Customers section.

View All Tasks

Want to see a full summary of your tasks? From the Leap app menu, tap on Tasks to view a summarized list of all assigned tasks – upcoming, completed, and overdue.

Create a New Task

Creating a Task from the App Menu

 

1. From the Leap app menu, tap Tasks to begin.
2. Click Create New Task in the upper right hand corner to create a new task.
3. Type a name in the Task Name field.
4. Type a description in the Task Description field, if needed.
5. Toggle Due Date & Time on, if you want to assign a deadline to the task.
6. Toggle Sync to Calendar on, if you want to export this task to a synced calendar.

 

Creating a Task from an Actively Selected Customer

 

1. From the Leap app menu, tap the … next to the actively selected customer’s name.
2. When the dropdown menu appears, click Create New Task
3. Type a name in the Task Name field.
4. Type a description in the Task Description field, if needed.
5. Toggle Due Date & Time on, if you want to assign a deadline to the task.
6. Toggle Sync to Calendar on, if you want to export this task to a synced calendar.

 

Delete an Existing Task

You can delete a Task by swiping to the left and clicking Delete.

Link Tasks to an Estimate

Need to follow up with customer about their estimate? Tasks can be linked to an existing estimate so there will never be any confusion over what outstanding tasks exist for each customer.  

Sync Tasks with a Calendar

Tasks created in Leap can added to your iPad calendar automatically with Sync Tasks. So you’ll always remember what’s on your to-do list, even outside of Leap. Syncing tasks to your calendar is as easy as flipping a switch. Simply toggle on the switch Sync to Calendar. You must have Export Calendars enabled before being able to sync a Task to your calendar. Leap will connect to any calendar already added to the iPad. Follow these steps to export your Calendar from the Leap app:

1. 1. In the App, tap the Settings menu.
   2. Tap Export Calendars.
   3. Select the calendar you would like to export to.