05/17/19 22:16 PM  

RingCentral App - iOS - Create Task and Add or Edit Attachment

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SummaryRingCentral App lets you add files or photos as attachments when creating a New Task. You can also add or delete attachments to and from existing tasks. ee steps below to learn how to create a task, add/or edit attachments on a task on your RingCentral App - iOS.


How to create and attach attachments on a task on your RingCentral App - iOS

1. In a conversation stream, tap the Plus (+) button > New Task.

2. Enter Task Name.

3. Add Assignee/s.

4. Set the Start Date and Due Date of your task.
• You can also set the  Due Time and frequency of the task with the Repeat option.

5. Set Complete When. This marks a task complete when Checked, Checked by all assignees, or 100% done

6. Tap Add Attachment.

rc app - ios - add attachment

You can attach the following: 

• File
• Photos

7. You can also set other optional settings:

Section - This is like a category for your task  in the conversation stream.
Add a description - A short description on what your task is all about.

8. Tap Done on the upper-right corner of the screen to add new task.


How to edit task and edit/delete attachment 

1. Tap on the created task, and then tap Edit.

2. Scroll down to Attachments.

• From here, you can tap Add Attachment to add another.

 rc app - ios - edit attachment

• To delete attachment/s, tap Edit, tap the minus icon, and then tap Delete. Tap Done on the Attachments section to confirm.

rc app - ios - edit attachment edit delete

3.  You can also modify other sections before tapping Done on the upper-right corner of the Edit Task screen.


Use Case Scenario

A teacher creates a New Task in RingCentral App - iOS for students to review learning materials and provide feedback. The teacher can attach all the materials directly to task. The teacher can also edit the materials in the task.

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