How to: Create a project in the mobile app?

Note: To create a project that recurs daily, weekly, monthly, or yearly, a Zenput admin has to log into Zenput from a computer and create the recurring project from the 'Projects' page. Here is a link to the article: What is a recurring project and how do I create one?

If you are out in the field and would like to to create a project straight from the mobile app, here's how you do it:

(Reminder: a project is a collection of tasks assigned to a role at many locations.)

  1. Log into the Zenput mobile app.

  2. Click the green '+' button in the top right corner of the screen. 
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  3. Select 'Create Project'
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  4. In the 'Create Project' screen, select the type of task you would like to create (basic, photo, or form)                                                                                                                     Screenshot_20190621-112906.png
  5. Fill in the relevant information like title, description, and/or image, or choose a form if you're creating a project-based off a form   
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  6. Choose the role of the users you would like to assign the project to, and filter by team or location tag, if necessary.
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  7. Select the date you would like the project to be completed by, and click 'Create Project'
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  8. By selecting the start date you can scroll and choose a future start date, if necessary
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  9.) Selecting "Yes" for auto-archive will make the project disappear after the due date, selecting "No" will keep the projects open even after the due date has passed.

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If you have any questions or would like assistance creating a project via the Zenput app please email support@zenput.com and we will be happy to help you.

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