Task Management

Tasks are requests created by staff members for other staff members. Tasks are upcoming events that need to happen in the future.

You can use tasks for reminders too by assigning a task to yourself.

Creating a Task

To Create a Task from the Task menu:

1. Tap the Tasks menu option

2. Tap the + Add Task button

3. Fill out all task details including the assignee and timeframe.

4. Tap Add Task to finish creating task

To Create a Task from the Today tab:

1. Tap the +Add Task shortcut
2. Fill out the task details including the assignee and timeframe
3. Tap Add Task to finish creating task

To Create a Task from a staff member profile:

1. Tap the Team Menu option

2. Find the team member you want to assign the task to

3. Tap on the staff member name

4. Tap the Assign task button

5. Fill out all task details including assignee and requested completion date

6. Tap Add Task to finish creating task

Once a task assignee starts their shift they will receive a text message notifying them that a task has been assigned. If already on shift the text message notification will be immediate.

Viewing and Resolving Task

1. Tap the Tasks menu option to view all tasks

2. The Assigned to Me tab contains tasks assigned to you

   The Unclaimed tab contains all open tasks assigned to your group.

   The All tab contains all open tasks.

3. Once the task is completed select Mark as Done to complete the task

Updated June 12, 2023 17:53