Our Quick Tasks feature enables Users and Admins to create one-off tasks for themselves or other users (single user or group of users).
If you're using the Quick Tasks feature regularly, then allow us to introduce you with these Must Have capabilities that can take you and your team to the next level!
In this article we will cover:
Project management, team management and quality control are now made even easier with task labels- a simple and quick way to classify your tasks.
For example, you have a side project that you're running in your business. You can now create a label for that side project and tag all the relevant tasks with it.
Pro tip: want to know the status of your side project and where it stands? Simply switch to "view by labels" or use our smart filtering system.
In other words, labels are an information layer that can be added in order to categorize, group and associate one or multiple tasks across your organization.
Did you know? You can label a task with multiple labels to associate it with any number of projects, teams, locations and more.
Want to learn more? You can learn more about our Labels here!
Separate tasks for each user
If you have a task that needs to be done by several users individually. Consider it done. With the ability to separate tasks for each user to complete individually. In order to do so, simply create a single task, assign multiple users and check the "Create a separate task for each user".
If you have a complicated task to fulfill with several key-points, our Tasks can be broken down into smaller steps or milestones, or as we like to call them- "Sub-tasks".
Pro tip: You can use our sub-tasks capability to follow the task's progress and execution in real-time! Simply toggle on your notifications so that you'll receive a notification when all-sub tasks are complete!
If you need to follow up on tasks, or have too many tasks that are overdue, then we have your back! Allow us to introduce you with our overdue tasks view! We've gathered all of your overdue tasks to view them in one place and take relevant actions about it.
Whenever you'll have overdue tasks, simply click on the red button, and the view of all of your overdue tasks will appear.
Pro tip: change the view under the overdue tasks to view by due date so you could prioritize according to the most urgent tasks!
Our Task reminders are the perfect way for the task creator to stay on top of everything. Make sure users complete their tasks on time, and follow up in real time.
Task reminders can be done from the web dashboard and from the mobile app
Pro tip: use our filter option to filter the relevant tasks you to remind users about
Want to learn more? Check out our article about Reminders here!
Date vs List View
To view Tasks in a specific time frame, check out our date view, where you can set a specific time frame to view and monitor the tasks within that time frame.
Want to monitor your tasks according to your set “Group by” view preferences? Use our list view in order to do that! Our list view gives the user the ability to view their tasks according to their preferences regardless of their due date and to monitor them according to your “Group by'' preferences.
Want to learn more? Check out our article about Viewing Capabilities here!
Settings - Super Users
Across the Connecteam platform, creating and assigning content is a power reserved for system admins. With Quick Tasks Permissions you are now able to select who can create and assign tasks using the mobile application, giving mobile users the power to create content. These are users that are not system admins but can still create and assign tasks across the Company. Great for duty managers, or small team leaders that you trust.
Need more guidance? 🙋 Our LIVE support team (at the bottom right corner of your screen) replies in under 5 mins to ANY question.