This article shows an in-depth look at the sign up options for Taskbird, which are joining a team and setting up a new team.

Use the summary below to jump to the section you'd like to learn more about 🙂

When you first open Taskbird, you can sign up for an account using your Apple ID (Apple/iOS devices only), Google account or Facebook account. Alternatively, you can use the 'Email Sign up' field to sign up with your email instead.

If you select Email sign up, you will need to fill personal information manually, like in the example below. Make sure to fill all of the fields and then click "create account" at the bottom. If you already have an account, you can cancel the sign up process by tapping on the "log in" button above it.

Once you've created your account, you can proceed to the next step based on what you wish to achieve: Setting Up a New Team or Joining a Team.

As soon as you sign up, you need to choose the option related to what you wish to do. If you will be managing your team, make sure to select "Set Up a New Team".

Once you select your option, tap "Next" at the bottom and you will be prompted to enter your company or team's name.

Enter your team's name and tap "Next" to continue.

If this is your first time opening the app, you will be shown a list of all of Taskbird's capabilities, and that's it! 😃

You've set up your account as a the owner of a team. However, a team needs team members in order to work, right? Read on to know how you can invite your team members.

To invite your team members, go to the "Teams" screen, and then tap on the +Member button located at the top right.

On the next screen, you can invite them from your device's saved contacts by selecting "Invite from Contacts". Alternatively, you can enter each teammate's email or phone number/SMS.

Note: If you choose to send the invitations via phone number (SMS text message - we will not call your contacts), make sure to select the correct area code for your location.

Once you're done entering each member's information, tap on Send Invites, and they will receive emails or SMS text messages from Taskbird to join your team.

Once your teammates join, you'll be able to start assigning them to tasks.

As soon as you've concluded these steps, you don't need to wait for your teammates to join the company - you can start setting up your tasks right away. Follow the links below to read more about these particular features ⚡

👨‍💼 Adding customers

✅ Creating new tasks

🙋‍♀️ Assigning teammates to tasks

🚀 Syncing your TurnoverBnB projects with Taskbird

Joining a team on Taskbird is quick and easy. As soon as you finish entering your info in the sign up process and get to the screen shown below, make sure to select the option to "Join a Team: I was invited to join a team by email or SMS", and hit "Next."

In the next screen, you will be prompted to enter your invitation code. The invitation code can be found in the email or SMS text message you received from the owner of your team.

Note: Invites expire after 7 days, so make sure to conclude this step within a week, before your invitation code expires. If your invitation expires, you will need to ask your team's owner to send you a new invitation from their end.

If your code is correct, as soon as you finish entering it, the app will load and generate your team member account for you, which will be connected to that team so you can start receiving tasks ☑️

As soon as you join a team, you can set up your availability. This will let the owner of your team know on what days of the week or month they can send tasks your way.

To set it up, go the More screen, and then tap on My Availability.

This will open up a calendar where you can select individual days that you will not be available on, as well as give you the option to select a recurring day of the week that you are not available on a weekly basis. To select a day of the week or a day of the month, simply tap on it. Once you're done, remember to hit Save at the bottom.