In Connecteam, there are several features that allow you to manage tasks straight from your mobile phone and dashboard: Task Management, Shift Tasks, and Workflows. But when should you use them and for what purpose? This article will briefly go over the three task-related features and explain when it is appropriate to use each.

Task Management

The Task Management feature allows managers and users to create one-off tasks that can quickly be distributed among your workforce and is the perfect solution to manage day-to-day tasks that require your attention.

Main benefits of Task Management:

  • Tasks can be created and distributed through both dashboard and mobile
  • Admins can allow users to create tasks
  • Tasks can be created for teams to complete together
  • Ability to create sub-tasks
  • Ability to see completion rates
  • Ability to set due dates to ensure tasks get completed
  • It is possible to attach images to tasks for clarity
  • Ability to create tags to better organize tasks by different teams, sites or projects and more
  • Ability to sort and filter tasks

Shift Tasks

Shift tasks are ideal to have when a task or several tasks are related to a specific shift. Since the shift can be assigned to one or several users they can also work to complete them together. For instance, let's say you are a moving company that has created a moving shift for one of your users. For that shift, you might add several tasks, such as: inspect car before delivery, call the customer before arriving and deliver the package at the front porch.

Main benefits of Shift Tasks:

  • They are directly associated with a specific shift
  • They can be assigned to multiple users that are associated with a shift
  • You can easily view their completion rate from the job schedule
  • Settings are modifiable so that you are notified upon completion
  • For tasks that are repeating, they can also be saved within a shift template

Workflows

Workflows allow your employees to fill in reports, forms, checklists, requests, and more. In contrast to shift tasks and the task management feature, the information that has to be filled within a workflow is usually constant and does not change. For example, workflows are ideal to use if you have a morning checklist that has to be completed every morning or an incident report that has to be filled out whenever an incident occurs.

Examples of when to use Workflows:

  • Covid-19 Health Declaration
  • Injury Report
  • Restaurant Opening Check List
  • Vacation Request Form
  • Personal Info Update

Main benefits of Workflows:

  • Can be filled out anytime or at the specific times that you set
  • Has many fields that can be included, such as image upload, yes/no questions, tasks and a signature field for compliance
  • Entries can be exported as PDF or Excel for reporting purposes
  • Reminders can be set for users to fill them out
  • Has a variety of sharing options to ensure the relevant stakeholders see them
  • After an entry has been submitted, status and notes can be added to provide immediate feedback to users
  • Advanced filtering allows quick access to relevant information
  • Auto reports can be created and sent to relevant stakeholders
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