Create and assign tasks to your team with criteria and deadlines specific to your work environment.
Fields included for each task are Task Name, Description, Type, Assigned User, Observers, Company, and Estimated Hours. While the Estimated Hours criterion defaults to 15-minute increments, it’s only as a guide. You can enter any whole amount of time.
There is also a ‘Complete By’ or deadline date field, and you can add files to provide more context on the created task. Files must not be larger than 21 MB.Creating A Task
Include checklists, created once-off or via a saved template, for any tasks assigned to your team.
Each checklist includes the Activity, Assigned User, Estimated Hours, Deadline Date and a Task Type.
The checklist functionality also allows you to include more than one person in a task. If the work is multi-faceted, create a step or activity for each person to complete.
After creating a task, you can edit and save your checklists as templates to use for similar jobs in the future.Assign Task Types
Choose how you want to assign tasks to your staff.
When creating a task - and before assigning it - you can include a filter on a specific Task Type. That filter enables you to automatically assign tasks to a person based on their overall work capacity.
It’s especially helpful for you if you have a busy workforce and you need an unbiased approach to distributing work evenly across all your employees.
Role-based access allows you to override the automatically assign function and assign manually.
Manage and sort through your tasks as well as those of your team by adding filters.
The task filtering function allows you to add and save filters to access in the future. Ideal for line managers wanting to monitor and manage the work of each of their team members.
Filter tasks by Assigned User, Board, Company, Observers, Projects, Task Owner, Task Status or Task Type.Filtering Function
Get a quick visual understanding of all tasks currently on the go.
Presented as a pie chart, you can gauge the progress of tasks from a high-level across your team within seconds across three specific fields - Completed, In Progress and Logged.
Clicking the pie chart allows you to drill down into the fields and look at task individually.
We’ve also included two bars beneath the pie chart which show how many tasks you and your team have in total as well as how many are overdue.
Upload company and individual staff documentation into organised folders with role-based access. Allow employees to sign contracts and other documentation electronically. Ensure company-wide accountability.
The ‘filing cabinet’ feature enables you to set up default documentation for new staff and onboard them quickly and efficiently.
Sub-features include document type management and default folder management. You can set employment contracts as standard, so version control is easy.
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