The Taskboard displays tasks with due dates and allows you to switch between dates. In Sweeply, we have three task types: Housekeeping, Issues, and General tasks.
Step-by-step guide
You can find the "Taskboard" function on the top left menu, giving you an overview of all tasks due today.
2. To create a new task, click on the "New Task" button in the screen's top right corner. Once clicked, you can create a "General task" with a mandatory due date. You can assign the task to a user at the time of creation or when it is due.
Example:
Name: Baby crib
Due date: October 2nd, 2023
Unit: Select the unit the task belongs to, in this case, room 101.
Assign users: If you have a Pro subscription, you can assign tasks to a specific user responsible for completing them.
3. The task will now appear on the Taskboard, providing an overview of all tasks due that day.
You can easily switch between dates by clicking on the desired date on the calendar.
More options on the Taskboard overview
Complete/Incomplete Tasks
You can hover over the Task and select Complete task to complete a task.
If a task has been completed, select the Uncomplete button to change the status back to unresolved.
Change due date
To change a task's due date, you can either open the task or hover over it to change the due date.
Priority
A task can be marked as a priority, which displays it on top with a red exclamation mark in the top left corner.
Additional features in the Sweeply Mobile App
Sweeply allows you to assign general tasks to specific employees, ensuring everyone knows which tasks they must complete daily.
Assigning staff
Sweeply allows you to have an unlimited number of users. When creating a task, you can assign staff members to it so they know what needs to be done and which tasks require completion. Assigning staff is simple; choose a user from the list of created users and click save. You can assign a general task to a single user or multiple users.
Once a user is assigned a general task, it will automatically appear in his App under "My Tasks," giving a clear overview of all his tasks that day.
To complete a Task on your mobile device, open the task and click on the yellow icon in the top left corner. You can also mark the task as a priority, edit it, assign it to someone else, or delete it if it's no longer necessary.
To create a New task using the mobile app, follow these simple steps:
1. Open the app and navigate to the Task management section.
2. Look for the red plus icon at the bottom of your screen and tap on it.
3. A new screen will appear where you can enter the details of your task, such as title, due date, priority level, and assign to users.
4. Once you have entered all the necessary information, tap the save button to create the task.
With these easy steps, you can quickly add a new task to your to-do list and stay organized on the go.