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How do Tasks work?

The Tasks function allows you to stay organized by having a clear overview of ongoing and upcoming tasks within your team and set reminders for specific tasks that need to be completed at a set time.

 

✅Upcoming tasks are designed to help you schedule reminders for specific activities that need to be completed by a set time, such as:

- Delivering flowers to a room

- Collecting an order

- Service or cleaning a specific area

- Assembling meeting materials

- Submitting reports

....And much more.

 

🌞 Start your morning well prepared!

On the system's Dashboard, you can quickly view a summary of your assigned tasks and check them off efficiently.

 

  • To explore your tasks in detail, go to the main menu and select Tasks:

 


By default, the Tasks section and dashboard only show tasks that are specifically assigned to you or to groups of which you are a member. You can view tasks assigned to other users or different groups:

  • Use the toggle located in the top right corner, next to the Filter Button:


  • Use the Filter to search for tasks:

 

 

How to organise Tasks

 

Easily organise your tasks by using the drag-and-drop feature, allowing you to categorise them as requests, to-dos, in progress, or completed tasks.

  • Simply click and hold the task you would like to move and drag it to the desired status:

 

☝️When statuses of taken orders are changed after you have accepted, completed, etc., this will also be immediately updated in the Dashboard.

 

Clicking on the eye icon in a specific task will open it:

 

You can also add a note to a task to highlight any special instructions or important details, making it clear to yourself and your team what unique features or requirements are associated with that task.


💡Tip:

To create a new task visit our article:

👉 'How to create a task'