Tasks in Taskbird can be created in two different ways: manually and automatically.
Manual tasks are the ones you add individually, while automatic tasks can come from syncing your Taskbird account with Turno or a Google Calendar.
In this article, you'll learn how to add them manually. But you can click on the buttons below if you'd like to learn more about syncing your Taskbird schedule to these options:
You can add new tasks to your schedule manually at any time.
To do this, go to the main screen (Tasks) and tap on the "+Task" button.
This will take you to the Task details screen, where you can add the details of this particular task. As soon as you enter a name to the task, you'll already be able to tap "Create Task" at the bottom of the screen and save it.
However, we recommend entering as much information to a task as possible. Here, you can select a Customer, a Location, a Checklist, as well as pick the start and finish date and time for the task.
Make sure to select the start and end times for the task. Here you can also choose to make this a recurring task by checking the Repeat option. Click here to learn more about repeating tasks.
As you scroll down, you can also go right ahead and tap on the "unassigned" option to assign it to a member of your team. If you have added crews, you can also assign it to a whole crew or team if more people are needed.
If a task has any more peculiarities, you can also add guidance notes and guidance images to it.
And that's it! As soon as you hit "create task", it will be added to your schedule and sent to the team members that have been assigned.
If you forgot to add something or just need to edit the task's information, you can do it by tapping on the task to open its details, then tap on the "more" button (three dots located at the top right of the screen), and select "edit task".
This will take you back to the task creation screen where you can edit anything you need. Once you're done, hit "save".