New User Activity: Find & Complete a Workflow Task on Mobile

📋 Complete Your New User Survey & Quiz (Mobile Section)

To help us tailor your onboarding experience and ensure you're set up for success, please complete the Mobile section of your New User Survey & Quiz using the Leonardo247 mobile app. Follow the steps below to access and submit the form directly from your device.

This information will help us better prepare for your upcoming Onboarding Webinar (new customer onboarding).

✅ Step-by-Step Instructions

     📱Open the Leonardo247 mobile app on your mobile device.
     🗂️ Tap the Tasks tab.
     🔄 Select Workflow Tasks.
     🔍 Find the Workflow you previously launched (look for your name).
     👉 Swipe from right to left on the item to reveal action options.
     📂 Tap the Open icon.
     📝 Complete the Mobile section of the form.
     ✅ Tap Finish when you're done.

🎥 Prefer to watch the walkthrough again?
You can view the quick reference video below for a visual guide on completing this step.

Happy onboarding!