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Quick Tasks Best Practices & Use-Cases

Check out common use-cases and best practices for managing tasks with your team

Shoshana Fleischmann avatar
Written by Shoshana Fleischmann
Updated over a year ago

Quick Tasks is the perfect tool for both managers and employees to ensure everything is being taken care of and nothing falls between the cracks. Each team can leverage task management differently for its day-to-day operations. Tasks can be created instantly and are easy to follow from creation to execution, from your admin dashboard or mobile app. Below are some key examples of how task management is used in an organizational context.

Create a List of Tasks to be Ready for Routine/Surprise Inspections

Many of Connecteam’s customers have a few branches or business locations. It’s common for business owners to arrive for routine or surprise inspections at each branch, and to give their feedback to the branch manager. In that case, what’s easier than just creating a list of tasks to be done onsite to get it to perfection?

This way, the business owner can even set due dates and easily oversee the tasks’ execution.

Prepare Your Business’s Visual Display

A frequent task at any retail store is arranging its showcase or window dressing.

With task management, the marketing & design department can easily assign this task, add all the specifics, and even attach an image of the end result.

What happens when you want the showcase to look the same in all locations? Easy! In Connecteam’s Quick Tasks, the task creator can create the task just once and with one click can create a separate task for each store, so that they can easily follow each store’s status.

Create a To-Do List to Get the Job Done

Any team manager at a moving company will tell you that managing a team of movers has a lot to do besides just the moving job itself. Whether it’s picking up new boxes, fixing the truck’s flat tire, or even renewing the truck driver’s license - with task management, the team is covered.

A team manager can easily and quickly assign different tasks to his team on the go directly from his Connecteam app. Team members can participate in marking off sub-tasks and adding task comments to ensure that the job gets done with no loose ends.

Create Recurring Tasks for Repeat Clients

A homecare business that has a team of caregivers will visit patients’ homes to provide various services, including medication management, meal preparation, and assistance with daily activities. For repeat clients, the business can create recurring tasks to ensure caregivers don’t miss checking any of the necessary tasks every visit.

To learn more about recurring tasks, click here.

Quick Tasks is a great tool for every team’s day-to-day operations, providing tremendous value in terms of time & effort saved on the back-and-forth communication, standardization, information flow, compliance, and more. Get started with it today!

*Quick Tasks is available on the Operations hub*

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