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Feature list - workflows, tasks, checklists and forms
Feature list - workflows, tasks, checklists and forms
Learn more about creating workflows, forms, checklists, tasks, and job reports for your employees
+4
33 articles in this collection
Written by
Chen Shofar,
Yuval M,
Noam Serlin
and 4 others
Manage your team with Connecteam
Learn about the best practices of using Workflows, Task Management or Shift related tasks
Written by
Nathanel Creson
Updated over a week ago
Workflows
The power of Workflows (Digital Forms)
Explore the value of workflows and their potential for your business
Written by
Yuval M
Updated over a week ago
Starting Guide to Workflows
What are Workflows, why do you need them, and how do you create Workflows?
Written by
Nathanel Creson
Updated over a week ago
Where can I find the Workflow entries?
Check your employee's entries using show entries
Written by
Chen Shofar
Updated over a week ago
Can I export Workflow entries?
Improve compliance and receive instant emails every time an employee completes a Workflow
Written by
Chen Shofar
Updated over a week ago
How do I create a checklist?
Create a checklist with our Workflow feature
Written by
Chen Shofar
Updated over a week ago
Send automatic reports of workflow entries to any email address
Send periodic reports of entries to email addresses of your choice based on specific filters and take process automation to the next level
Written by
Chen Shofar
Updated over a week ago
Import Dropdown List
How to import a dropdown list with just a few clicks
Written by
Nathanel Creson
Updated over a week ago
Deleting Workflow submissions
Organize your employee submissions
Written by
Chen Shofar
Updated over a week ago
Workflow Share Options
How to share workflow entries with anyone
Written by
Nathanel Creson
Updated over a week ago
How to add Manager Fields to a Workflow
Create an approval or internal ticketing system for your company
Written by
Chen Shofar
Updated over a week ago
Bulk Workflow Actions
Downloading & deleting multiple Workflow entries in a single click
Written by
Noam Serlin
Updated over a week ago
How to set up an automatic Workflow reminder
Automatic push notifications that remind employees to complete a Workflow
Written by
Chen Shofar
Updated over a week ago
Edit Workflow entries
Amend mistakes and change your employee's answers
Written by
Chen Shofar
Updated over a week ago
Can employees send Workflow entries to managers or customers?
Add multiple entries recipients
Written by
Chen Shofar
Updated over a week ago
How to limit the number of Workflow entries
Limit total number of entries, number of entries per user and date
Written by
Chen Shofar
Updated over a week ago
Workflow Information Flow Automation
Distribute workflows entries to relevant stakeholders automatically in real-time
Written by
Yuval M
Updated over a week ago
Workflow types: Read and Sign
Use workflows for compliance purposes
Written by
Yuval M
Updated over a week ago
Workflow types: Reporting Workflows
For accurate and timely reporting and improved response time.
Written by
Nathanel Creson
Updated over a week ago
Task Management
The Values Of Task Management
Familiarize yourself with our Task Management feature, a true powerhouse in managing your daily tasks with ease.
Written by
Alon Boneh
Updated over a week ago
Task Management: Getting Started
First steps to get you started using the Task management (4 min read)
Written by
Shahaf Fontyn
Updated this week
Task Management Mobile Permissions
Decide which users and admins should be able to create tasks through the mobile app - 3 min read
Written by
Nathanel Creson
Updated over a week ago
How to use the tasks feature on the mobile app as a user
3 min read
Written by
Matan Rafic
Updated over a week ago
Create Single and Multiple tasks
Creating and assigning tasks has never been easier - 2 min read
Written by
Nathanel Creson
Updated over a week ago
Creating and managing tasks from the admin dashboard
Learn how to create tasks from your admin dashboard and mobile app
Written by
Shahaf Fontyn
Updated this week
Tasks Mobile App User-Interface & Shortcuts
Learn how to navigate and oversee tasks on your mobile app
Written by
Alon Boneh
Updated over a week ago
The difference between "created by me" and "my tasks"
Learn how to differentiate between tasks that you've created for others and tasks that others have created for you
Written by
Matan Rafic
Updated over a week ago
Task management: Notifications
When do we get notification related to our tasks and how can we control them. 5-min. Read
Written by
Shahaf Fontyn
Updated over a week ago
Task Management: Reminders
Send out additional reminders to assignees to complete the task. 3-min. Read.
Written by
Shahaf Fontyn
Updated over a week ago
Tasks dashboard viewing capabilities
Learn how to manage your day to day tasks- 3-min. Read
Written by
Noam Serlin
Updated over a week ago
Task description and comments board
Add all the necessary details to a task and allow users to easily collaborate and engage around it
Written by
Chen Shofar
Updated over a week ago
Tasks management tags
Use tags to organize, sort and filter tasks related to different projects, departments, locations and more
Written by
Shahaf Fontyn
Updated this week
Task Management Best Practices & Use-Cases
Check out common use-cases and best practices for managing tasks with your team
Written by
Alon Boneh
Updated over a week ago