The Tasks tab is the primary workspace on the MergePoint mobile app. It shows every task assigned to you or your team — across all active workflows — in a single, unified list.
Navigating to Tasks
Tap Tasks in the bottom navigation bar. A badge on the Tasks icon shows your current open task count.
What You See
Each row in the task list shows:
- Task title — the name of the task or the record being reviewed
- Process — which workflow the task belongs to (e.g. Invoice Processing, Identity Verification)
- Status badge — current state (Pending, Approved, Rejected, Needs More Info)
- Aging indicator — how long the task has been open (e.g. 2d, 30d)
- Assignee — who the task is assigned to
Overdue tasks are visually flagged so they stand out in the list.
Filtering Tasks
At the top of the list:
- Search bar — filter by task title or record name
- Assigned to Me — toggle to see only tasks assigned to your account
- Status filter — narrow to a specific status (Pending, Approved, Rejected, etc.)
Opening a Task
Tap any task row to open the full task detail view. You'll see:
- Details panel — all fields, extracted data, or metadata for the task
- Reference panel — supporting documents, images, or records attached to the task
- Comments and activity — history of actions and notes on this task
Approving or Rejecting
For tasks that require a decision:
- Review the task details.
- Tap Approve or Reject at the bottom of the screen.
- Enter a comment (required) and confirm.
The task status updates immediately and the workflow continues to the next step.
Offline Support
If you lose connectivity while working, MergePoint saves your task actions locally and syncs them automatically when your connection is restored. A sync indicator appears on the Account tab if there are pending submissions waiting to upload.
