Connecteam

Learn about Connecteam's operation hub and its capabilities

The Operations Hub

Sarah G

Maya D

Nathanel Creson

Learn all about our Time Clock, Job Scheduler, Forms, and Quick Tasks features.

Quick explanation about the Time Clock feature

Sneak Peek at the Time Clock

Time Clock

Quick explanation about the Job Schedule feature

Sneak Peek at the Job Scheduler

Job Scheduler

Sneak Peek at the Jobs Tab

The Jobs Tab

Learn how to edit a form that has already been published

How Can I Edit My Published Form?

Can I View  My Employee's Form Entries In One Place?

Transform PDFs, Excel files, and images into Connecteam forms with AI

How to Create a Form in Connecteam With AI

Easily manage your Forms reports with these killer capabilities

Forms: Must-Have Capabilities

Learn how to add formulas to a form reduce manual error and provide real time insights.

How to Add Formulas to a Form

Create an approval or internal ticketing system for your company

How to Add Manager Fields to a Form

Downloading & deleting multiple Form entries with a single click

Bulk Form Actions

Yuval M

Forms

What are Forms, why do you need them, and how do you create Forms?

Starting Guide to Forms

Explore the value of Forms and their potential for your business

The Power of Forms

Easily manage your Forms reports with these 5 killer capabilities

Explore the value of Forms and their potential for your team

Communication and Engagement Forms

About Forms

How to set admin permissions from within the Form Feature

Forms: Admin Permissions

Sending automatic reports of form entries to any email address.

Form Entries - Automatic Reports

Form Sharing

How to set up automatic reminders so your employees never forget to complete a form

How to Set Up Automatic Form Reminders

Create forms that shows questions based on your employees answers.

Forms: How to Create Conditional Forms

Understanding how to set limitations for Form entries

How to Limit the Number of Form Entries

How to create form templates and why they are beneficial

Form Templates

Setting Up & Creating Forms

How to do dedicated follow up notifcations

Follow-up Notifications

Working with Form Submissions: Access, Edit & Delete

Improve data management and export form entries as Excel or PDF

How to Export Form Entries?

How to Move a Form Between Categories

For accurate and timely reporting and improved response time.

Form Types: Reporting Forms

Form Types: Read and Sign

Learn how to, manage, and gain insights on your employees form submissions

How to View Form Submissions and Summaries

Copy a form's link to share it with your users externally

How to Use the Forms Shareable Link

Change the order your assets are displayed in Forms on the mobile app

How to Reorganize Your Forms

Noam Serlin

Using Forms for Daily Operations

How to Manage Forms from the Admin Tab

Nechami Alexander

The Admin Tab

Learn how to set admin permissions within the Quick Tasks feature

Quick Tasks: Admin Permissions

First steps to get you started using Quick Tasks

Quick Tasks: Starting Guide

Quick Tasks

Familiarize yourself with our Task Management feature, a true powerhouse in managing your daily tasks with ease.

The Value of Quick Tasks

Starting Guide to Quick Tasks

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

Quick Tasks Best Practices & Use-Cases

Quick Tasks: Must-Have Capabilities

About Quick Tasks

Learn how to create tasks from your admin dashboard and mobile app

Creating and Managing Tasks from the Admin Dashboard

Engage with your users directly from their quick tasks

Quick Tasks: Task Description and Comment Board

Send out additional reminders to assignees to complete the task

Quick Tasks: Reminders

When do we get notifications related to our tasks and how can we control them?

Quick Tasks: Notifications

Use labels to organize, sort and filter tasks related to different projects, departments, locations and more

Quick Tasks: Labels

Decide which users and admins should be able to create tasks through the mobile app

Quick Tasks: User Permissions

Setting Up Quick Tasks

Creating and assigning tasks has never been easier

Create Single and Multiple Tasks

Learn how to create a series of recurring tasks, for everything that needs to happen on a repeating basis

Quick Tasks: Recurring Tasks

Learn how to easily create tasks that are not time-related

How to Create Tasks with No Start/Due Dates

Create tasks for users exactly when you think of them.

Create Quick Tasks for Selected Users

Learn how to manage your day to day tasks- 5-min. Read

Quick Tasks: Viewing Capabilities

Discover how to distinguish between the origin and purpose of your tasks using our various tabs

Quick Tasks: Created by Me vs. My Tasks vs. All Tasks

Get a quick visual on tasks that were not performed on time, making sure nothing falls between the cracks

Quick Tasks: Overdue Tasks

Learn how to navigate and oversee tasks on your mobile app

Tasks Mobile App User-Interface & Shortcuts

How to create tasks for a team to get done

Group Tasks

Learn how to duplicate tasks on the dashboard and mobile app

How to Duplicate Quick Tasks

Learn how to archive or Delete your tasks both from the desktop and mobile app

How to Archive or Delete Quick Tasks

Can Admins Edit a Quick Task They Didn't Create?

Alon Boneh

Using Quick Tasks for Daily Operations

How to Manage Quick Tasks from the Admin Tab

Start your free trial today!

Academy

Community Forum

Find answers and get help from Intercom Support and Community Experts

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