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Help & Service

Frequently Asked Questions

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Verifying your email address will ensure that AppzCreative has the correct email address on file. If you have not verified your email address, you can not access the online/cloud features of the app.

Notes can be used for simple todo's and checklists.

Just add the name of the checklist and click on . Click on the list and add more items to your todo-list/checklist.

Notes can be delegated to other users.

 

 

Start and end dates.
Tasks can be assigned to a project and to contacts (customers)
Users can get notified by push messages when their assigned tasks' deadlines are approaching

 

AppzCreative Tasks & Projects Planner is the ideal tool for smaller projects and order tracking.

You can manage several projects simultaneously in a central place.

You can list you projects or see them as a simple Gantt chart. The chart helps you to get an overview over you projects. (Pro version only)

Easily inform you customers when the project is done

 

Store documents related to your projects in the same app.

Weekly and monthly views are available.

 

Agree and delegate project actions

Click on the “Action” button at the top right. Then click on “move, ZIP, delete, rename”.

Now you can use the bottom buttons “move”,” ZIP”,” delete”,” rename”

 

Open files in other apps

Click on the blue button/arrow (on the right of each document) and you will get the option to open the document in a different app (e.g. pages for word document - if installed)

Save files from emails or website

Click on the document attachment of your email, click on the right top “Action” button and you should get the option to open the file in File Manager.

With the open in feature imported files will be moved to a new Inbox Folder.

Click on the “Action” button at the top right. Then click on “Edit & Add Fodler”.

To ZIP files: Mark the files you want to ZIP and click on the bottom ZIP-Button. Now the app will create a ZIP file.

To unzip files: Click on the ZIP file you want to unzip. Now it unzips and should show a new folder with the content of the file

Right from the document icon is a button/arrow, click on it and you get three options. "open in..", "email", or "convert to PDF". Click on "email" and the email popup opens.

Click on the Google Drive icon in the left side navigation. Enter your Google User Name and Password. Now you should get a list of your documents in Google drive.

- only available in Pro Version -

To connet to dropbox you need to have an Dropbox.com account and you need to be online. If you do not have an account go to www.dropbox.com and register.

1. click on the Dropbox symbol in the left side navigation in Documents

2. type in your (Dropbox registration) email and password and click "submit"

3. now it should connect with Dropbox and show your folders and files in Dropbox

All downloaded files will be shown in your new created dropbox folder

- Feature only in Pro Version available -

To connet to Box you need to have an box.com account and you need to be online. If you do not have an account go to www.box.com and register.

To use Tasks & Projects with Box, open the left sidebar and click on Box. Enter your Box account name and password and you will be able to access your Box account. Now you can view your files online, add and rename folders and documents, add comments to documents and download files to Tasks & Projects.

Access and manage your contacts, companies from Tasks & Projects.
View, create or edit contacts.
Email contacts directly from your device
Send contacts to other team members
Add time stamp notes, voice notes

With Task&Project Group Delegation you can delegate tasks and projects and send contact data to other team members

With Task&Project Group Delegation you can delegate tasks and projects and send contact data to other team members

You need to be online to use the Group Delegation

Registration and adding other users/ team members/ employees

When starting the app, Task&Project will ask you to enter your details, name and email. Now enter your first name, last name and email address.

To register later you...

  • ...need to switch off your iPad/iPhone and to start the iPad/iPhone again
  • ...or you add it in the settings screen

The app will use the email address and the internal device no. for identification.

If you don't register the first time starting the app, the app will ask you the next time again.

Now you can start to add team members/ employees to your app. Make sure that you use the same email address your team members are using to register.
Click on the tab  ,Employees and add an employee/ team member - save

 

Contacts - send contacts to team members/ employees

Add or edit a contact. Click  and you will get a list with registered team members/employees. Select a user from this list and this user will get the contact.

Group Delegation - Send tasks and projects to team members/ employees

Tasks

  • (User A/Employee A) Create a task  - save. Click on the task to get the detail view, click on  to send the task to User B/Employee B. (User B should be on the list)
  • User B/Employee B should receive a message in his inbox and a push notification if activated in settings
  • Now User B/Employee B can decide to accept or reject the task
  • You (User A/Employee A) will receive a message with the decision and your task will be update with the information - for accept and  for rejected.
  • Your task record will be updated when task is done.

Projects

  • (User A/Employee A) Create a project - save. Click on the project to open it, click on  to send the project to User B/Employee B. (User B should be on the list)
  • User B/Employee B should receive a message in his inbox and a push notification if activated in settings
  • Now User B/Employee B can decide to accept or reject the project.
  • You (User A/Employee A) will receive a message with the decision and your project will be updated with the information - for accept and  for rejected.
  • Your task Project will be updated when project is done.

Symbols

 Employee / Team Member
 Task / Project delegated
 Task / Project received
 Task / Project rejected
 Task / Project accepted
 Task /Project completed

The app backups and syncs your notes, tasks, projects, contacts and team members automatically with our cloud server.

If you want to backup and sync manually, you can do this using the following button in the left navigation:

 

Sync

Transfer your data back to your device. It will download the backup to your app and replace the data on your iPad/iPhone.

Back Up

Backup your notes, tasks, projects and contacts to the AppzCloud server

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