The ability to delegate tasks in an organization drove us to create the Quick Task feature. A simple and intuitive feature that will allow you to assign tasks to specific users at any time from anywhere.
In this article, we will go over how to:
Activate Quick Tasks in your account.
Set your permissions (Important)
Create a new task via Dashboard and Mobile.
Completing a new task via Dashboard and Mobile.
Let's get started!
Activating Quick Tasks:
To activate the feature, click the "Add New" icon in the bottom left corner of the side menu bar.
Select "Quick Tasks"
If the Quick Task feature is appearing in your sidebar menu already, click on it and press the “Activate Quick Tasks” button.
Congrats, your Connecteam Quick Task has been activated and you have arrived at your Quick Task Lobby :
Set your permissions:
As soon as you activate the Quick Tasks, all your users will be notified. Therefore it is crucial that your next step is setting the permissions of who can create a task in the mobile app. Here is how:
Go to “Options” and then “Settings”
Set your permissions by choosing one of the options below:
Only Admins can create tasks.
Allow all admins + specific users to create a task.
Allow all admins and users to create a task unless specified.
Creating a new task on the dashboard:
To create a new task, navigate to the Quick Tasks Category.
Click the "+ Add Task" Icon on the top right of the screen and choose "Single Task".
Insert the Task details. The more detailed your task will be the fewer misunderstandings you'll have with your users. Everything you write here will be accessible to the user you assign it to. All tasks must include a "Title" and an "Assignee". You can also assign multiple users for a task to be completed as a team.
Click "Save Task". Congrats you created your first task.
Create multiple tasks
Navigate to the Quick Task Category.
Click the "+ Add Task" Icon on the top right of the screen and choose "Multiple Task".
Fill in all the relevant information.
Click the "Add tasks" icon at the bottom right of the screen.
Adding a single task for multiple users:
This option is used in cases where you want each of your multiple users to complete the same task.
Repeat steps 1-3 from the above section.
Assign multiple users to the task.
Click the "Create a separate task for each user" under the assignee field. In this case, you'll create a separate task for each one of your assignees to complete.
Click "Save Task".
Pro tip: When creating a task, sub-tasks can be used to break the task down into multiple tasks. For example, if the task is to Clean the office, you could add sub-items such as taking out the trash and sweeping the floor. Adding subtasks can be done when creating or editing a task by scrolling down and selecting “Add Subtask”
Pro Tip: Did you know that you can duplicate a task? That makes your job of recreating past tasks so much easier. To duplicate a task simply hover over the task, click the arrow, and select duplicate task from the drop-down list.
Completing a task:
After assigning a task to an assignee comes the next responsibility of overseeing the execution.
Let's see how we can mark a task as “Completed” on the dashboard.
Option 1:
Select the task you want to mark complete
Go up to actions (colored in blue above the tasks)
Click on “Mark as done”
Option 2:
Click on the task you want to mark as complete
The task editor will open up on the right.
Click the “Mark task as done” on the bottom of the sidebar menu.
Create a new task on the mobile admin tab:
Click on the admin tab and go to the New Task category:
Click the “Create task” icon located at the bottom of the screen.
Give the task a title and assign it to a user.
All tasks must have a title and an assignee.
Complete a task on the mobile device:
Enter a New Task on the mobile.
Click on the task you want to mark as complete
Click on the Green “Mark as Done” Icon.
Now that you have the basics - go ahead and get started!
For a deeper dive into the feature's capabilities and usage, check the following articles:
Still, have questions? Don’t hesitate to contact us, our customer support team will be happy to answer your questions and help set your app to fit your team’s needs like a glove!