Tasks

PocketSuite’s Task feature allows you to assign and keep track of actions that your employees have to complete in the future. This is especially useful if an employee has to do something that may be outside of their usual working conditions.

To get started, enable tasks by going to Settings > Features and toggling on Tasks.

In this article

Learn how to create a task
Manage ongoing and completed tasks
Understand how team members receive tasks

Creating tasks

PocketSuite’s Task feature allows you to assign tasks to team members that may not be a service offered by your business. Starting on your dashboard, tap Tasks.

You are now on your Tasks Dashboard. To create a new task, tap “+” in the upper right hand corner of the screen.

You should now see the form below. Describe the task you would like completed by adding information to the fields below. Give the task a descriptive title, specify when you would like the task to be completed by, assign the task to a specific team member, determine which client this task should serve, if applicable, and add any other details you believe the team member should know. Click “Save” once you are satisfied.

And you’re all set! You have now created a task and the team member will be notified of their assignment.

Managing ongoing and completed tasks

PocketSuite’s Tasks Dashboard allows you to manage and track ongoing and completed tasks in real time. To access your Tasks Dashboard, tap on Tasks from your dashboard.

You are now on your Tasks Dashboard. It displays all ongoing tasks that you have assigned to team members.

From your Tasks Dashboard, you can choose whether or not to mark them as completed or to cancel them. Tap on the three dots to the right of any task and select “Completed” if the team member has adequately completed the task or “Cancel” if the task is no longer needed.

To view completed tasks, tap on the arrow at the top of the screen and select “Completed”. The Task Dashboard will now display all completed tasks organized by when they were completed.

The Task Dashboard displays tasks within a certain period of time. To change this timeframe, tap on the arrow in the top right corner of the screen. Select the period of time you would like to view.

Communicating with team members about tasks

PocketSuite’s Task feature allows team members to directly receive tasks and self-regulate their completions. When a task is sent to a team member, they will receive it in their messaging feature in PocketSuite.