Before creating and assigning tasks, it is important to set up the organizational structure within the task management environment. By creating businesses, groups, and staff members, you can ensure a clear task distribution and maintain oversight of all operational activities.
Creating a business
Follow the steps below to create a new business:
Navigate to Tasks > Businesses > Businesses.
Click New business in the top-right corner.
Enter the required business information.
Click Save changes to create the business.
Creating a group
Groups allow you to assign tasks to multiple employees at the same time.
Navigate to Tasks > Businesses > Groups.
Click New task group in the top-right corner.
Enter the group details and, if required, select the business that the group should be linked to.
Click Save changes to create the group.
Creating a staff member
Staff members can receive tasks directly or through a group.
Navigate to Tasks > Businesses > Staff members.
Click New staff member in the top-right corner.
Make sure a user account exists for the staff member. If no user account has been created yet, first create a user via Settings > Account > Users. To access the task management environment, the user must have the Facility management role assigned.
If desired, link the staff member to a specific task group.
Enter the staff member's details and configure the desired settings.
Click Save changes to create the staff member.
A staff member can only log in to the task management environment when they are linked to a user account and have the appropriate permissions assigned.