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CA Cloud Desk

Task on Mobile App — CA Cloud Desk

Access and manage tasks on the go using the CA Cloud Desk mobile application. Download the app, log in, open the Task module, create a task, fill in the details, and tap Submit.

Path

Install AppLoginTaskAdd Task (+)Enter DetailsSubmit
How to create a task on mobile

Download CA Cloud Desk from the Google Play Store and log in. Tap Task from the bottom navigation to open View Task. Tap the (+) Add Task button, fill in task details (name, dates, service, assignees, client, etc.), and tap Submit to create the task.

Getting Started

Download the app and log in to your account.

Step 1

  • Open the Google Play Store on your mobile device
  • Search for CA Cloud Desk and install the application

Step 2

  • Open the CA Cloud Desk mobile app
  • Enter your User ID and Password, then tap Log In
Step 1: Download the mobile application

Open the Google Play Store on your mobile device. Search for CA Cloud Desk. Download and install the application.

Google Play Store listing for CA Cloud Desk PMS with Install button
Google Play Store — search CA Cloud Desk and tap Install (Step 1).
Step 2: Login to the application

Open the CA Cloud Desk mobile app. Enter your User ID and Password. Tap Log In to access your account.

CA Cloud Desk mobile app login screen with email and password fields
Login screen — enter credentials and tap Log In (Step 2).

Create Task

Start creating a new task from the View Task screen.

Step 4: Create a new task

On the View Task screen, tap the (+) Add Task button located at the bottom-right corner. The Create Task form will open.

View Task screen with Add Task plus button highlighted
View Task — tap (+) Add Task (Step 4).

Enter Task Details

Fill in the required and optional fields on the Create Task form.

Task details to enter

  • Task Name, Target Date, Period From/To, Due Date
  • Service, Sub Service, Reviewer, Priority, Status
  • Assignees, Client (mandatory), Approval Required from Reviewer, Share with Customer
  • Optional: More Fields, Stages of Service, SOP, Billable, Attachments
Step 5: Enter task details

Fill in the required information on the Create Task form — task name, dates, service, reviewer, priority, status, assignees, and client.

Create Task form showing task name, dates, service, priority, status, assignees, client, and optional sections
Create Task — enter task name, dates, service, priority, status, assignees, client, and optional sections (Step 5).

Submit Task

Save the task after entering all required details.

Step 6: Submit the task

After entering all required details, tap the Submit button to create the task successfully. The task will then be available in the Task module for tracking and management.

Create Task form with Submit button
Create Task — tap Submit to save the task (Step 6).
Task created successfully

Your task has been created on the mobile app and is now available in the View Task screen for tracking and management.

Task on Mobile App Guide PDF

Scroll to read each page below, or use Download PDF above.