In Connecteam, there are several features that allow you to manage tasks straight from your mobile phone and dashboard: Quick Tasks, Shift Tasks, and Forms. 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 one.
In this article we will cover:
The Quick Tasks 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 Quick Tasks:
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
Ability 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 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 to 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
Forms 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 Form is usually constant and does not change. For example, Forms 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 Forms:
Covid-19 Health Declaration
Restaurant Opening Check List
Vacation Request Form
Personal Info Update
Main benefits of Forms:
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 sent 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
Need more guidance? 🙋 Our LIVE support team (at the bottom right corner of your screen) replies in under 5 mins to ANY question.