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 tab (Tasks) and click on the "+Task" button, or tap directly on the date you wish to create your task on.
This will open the Task details tab on the right side of the screen, where you can add the details of this particular task. Once you fill in the required fields of Task Name and Task Start/End Date and Time, you'll be able to click "Create" at the bottom of the tab 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, and pick which team members are assigned to 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.
On this tab, you can click 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", 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 clicking on the task to open the right-hand tab once again, then click on the field you wish to edit.
Once you're done, click on "save changes".