Task Reminders

Learn how to assign one-time and recurring task reminders to staff. Only the Admins in your workspace can assign, edit and cancel tasks.   

Pro Tip: Task reminders are sent once (via push notification) as soon as task is assigned, then once more at 9:00 AM on the task Due Date.

One-Time Tasks

One-time tasks are perfect for one-off projects or assignments.  

1. From your Dashboard menu, click Tasks.
2. Click One-Time Task, then Continue.
3. Enter the Task Name in the first field, such as Create 2024 Holiday Poster.
4. Next, choose who to assign this task to from the Assign Staff dropdown. 
5. Add the Start Date.
6. Add the Due Date.
7. Optional: Add a Description or detailed instructions in the open text field.
8. Click Assign Task.

Weekly Tasks

Weekly tasks are perfect for one-off projects or assignments.  

1. From your Dashboard menu, click Tasks.
2. Click Weekly Task, then Continue.
3. Enter the Task Name in the first field, such as Dust and organize your station.
4. Next, choose who to assign this task to from the Assign Staff dropdown. 
5. From the Due Every dropdown, select day of the week this task is due.  
6. From the Repeat Task dropdown, choose how long this task should repeat for.
   • For 1 Month: repeats tasks every week for one month. 
   • For 3 Months: repeats tasks every week for three months. 
   • For 6 Months: repeats tasks every week for six months. 
   • Forever: repeats tasks indefinitely every week, or until deleted. 
7. Optional: Add a Description or detailed instructions in the open text field.
8. Click Assign Task.

Important: By default, Weekly Tasks are considered recurring tasks and repeat indefinitely until an Admin deletes the task.

Bi-Weekly Tasks

Bi-weekly tasks are perfect for one-off projects or assignments.  

1. From your Dashboard menu, click Tasks.
2. Click Bi-Weekly Task, then Continue.
3. Enter the Task Name in the first field, such as Create 2024 Holiday Poster.
4. Next, choose who to assign this task to from the Assign Staff dropdown. 
5. From the Due Every dropdown, select day of the week this task is due.  
6. From the Repeat Task dropdown, choose how long this task should repeat for.
   
   • For 3 Months: repeats tasks every other week for three months. 
   • For 6 Months: repeats tasks every other week for six months. 
   • For 9 Months: repeats tasks every other week for nine months. 
   • Forever: repeats tasks indefinitely every other week, or until deleted. 
7. Optional: Add a Description or detailed instructions in the open text field.
8. Click Assign Task.

Monthly Tasks

Monthly tasks are perfect for one-off projects or assignments.  

1. From your Dashboard menu, click Tasks.
2. Click Monthly Task, then Continue.
3. Enter the Task Name in the first field, such as Create 2024 Holiday Poster.
4. Next, choose who to assign this task to from the Assign Staff dropdown. 
5. From the Due Every dropdown, select day of the week this task is due.  
6. From the Repeat Task dropdown, choose how long this task should repeat for.
   • For 3 Months: repeats tasks every month for three months. 
   • For 6 Months: repeats tasks every month for six months. 
   • For 9 Months: repeats tasks every month for nine months. 
   • Forever: repeats tasks indefinitely every month, or until deleted. 
7. Optional: Add a Description or detailed instructions in the open text field.
8. Click Assign Task.

Cancel Tasks

Admins can cancel one-time and recurring tasks by following the steps below. 

Important: By deleting a recurring task, you are deleting all future occurrences for this task and the task cannot be recovered.

1. From your Dashboard menu, click Tasks.
2. From the table view, click the Task Name you wish to cancel.
3. This is the Task Details page.
4. At the top of the page, click Delete Task.
5. Review the disclaimer, then click Delete. 

Edit Tasks

Admins can edit future tasks (one-time and recurring) by following the steps below. 

Important: Only tasks with a future due date can be modified. To preserve the data and stats in your workspace, tasks cannot be edited.

1. From your Dashboard menu, click Tasks.
2. From the table view, click the Task Name you wish to edit.
3. This is the Task Details page.
4. At the top of the page, click Edit.
5. Follow the steps in the popup and make your changes accordingly.
6. Click Edit Task.