Here at Connecteam, we understand the importance of managing your business on the go. This is why we created the Admins’ Tab on the mobile app. Now you can manage your team and stay updated from anywhere!
With the Quick Tasks feature, you can control and manage your day-to-day tasks.....
In this article we will go over:
How to Create Tasks from the Admins Tab?
Navigate to your Admin's tab on the mobile app which is located in the bottom right corner of your screen.
Choose New task from the Quick Access section.
Here, you can name the task title and assign it to the relevant user/s.
You can always add more information to the task if necessary (such as location, start and end time, and more), by clicking on +Add more details.
When done, click on publish task (or save it as a draft).
Pro tip: If you are interested in just viewing the tasks and not creating a new one, click anywhere on the screen, to get rid of the new task window.
You can easily delete/archive/duplicate/edit a task by choosing the relevant task and clicking on the three dots at the top of the screen and choosing the relevant option.
Pro tip: You can edit the view of the tasks by clicking on created by me at the top of the screen and choosing the relevant view.
How to Complete Tasks from the Admins Tab?
After assigning a task to the relevant user/s' comes the next responsibility of overseeing the execution.
Let's see how we can mark a task as “Completed” on the mobile app.
If you want to mark a single task as done, click on the relevant task, and mark the task as done.
Pro tip: You can always reopen a done task, by choosing the specific task and clicking on reopen.
If you want to mark multiple tasks as done, simply click a long click on one of the tasks ( a window with options will pop up) and select "Multiple selection".
Select the relevant tasks and click on Done at the top of the screen
Need more guidance? 🙋 Our LIVE support team (at the bottom right corner of your screen) replies in under 5 mins to ANY question.