Assigning tasks for the day of!

Modified on Tue, 07 May 2024 at 02:43 PM

Assign tasks to a particular employee


You can assign tasks to a certain employee in advance, to help delegate effectively.


Whoever actually marks the task as completed will be shown by the completed task, regardless of who may have been assigned.


You can also choose the "Manager-only" option for tasks and notes, if certain tasks should only be visible to managers. The manager would need to enter their PIN to see these tasks show up.


 


For one-off tasks:


  • As you add a quick task, click the 'person' icon to assign the task to an employee


  • You will see that employee's icon next to the task once they are assigned
  • You can also click the "+" button to add a new task, and assign an employee as you add the task


  • If a task already exists, managers can edit the task to change the due date or assignment after the fact. Be sure you enter your PIN first as a manager in order to edit



 


For recurring task lists:


  • Click the menu dots in the top-right corner, then click "Assign tasks"


  • The checkbox beside tasks will change to the person icon to assign tasks


  • Go through and assign all tasks at once, then click "Exit assign mode" at the top when you're done!



 


 

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