What are Tasks?
Whether it’s a simple request, a photo submission, or a form, tasks streamline the communications between employees.
Triggered (Follow up) Tasks
Tasks can be automatically created and assigned based on pre-set conditions or exceptions. To create follow-up tasks, click here.
Location and time-based tasks
Assign tasks to be completed at a specific location and during a specified timeframe.
Here is a quick video on how to set up tasks for a specific location and during a specified timeframe:
Start by going to Projects>Create Project>Assign the task, choose when it should start, when it is due, which location you would like for this task to be assigned to > click Create to save the task.
As an Admin
- Assign tasks from the web or from your mobile device by clicking on the green + sign on the top right.
- Create either recurring or one-off tasks.
- Instant reporting allows you to track both completed and outstanding tasks.
If you have any questions regarding tasks or any other topics, let us know at firstname.lastname@example.org.