Unlock your credentialing and onboarding workflows with tasks in TeamBridge.

To create a task in Teambridge:

From there, you’ll see the Task Editor where you can add and group tasks.

Each task is broken down into 3 steps:

1. Task Details - add a task description, due date, and additional info using custom fields.

2. Task Action - choose what action should be performed from be Profile Data, Workspace, or External Link. We also support No Action and SignNow/DocuSign workflows.

Send out either a DocuSign or SignNow envelope for teammates to sign electronically. When you assign the task, a link will automatically be emailed to the user. Once the document is signed, it’s immediately viewable from the task via the data link.

3. Configuration - set preferences for the task, such as external visibility immediately upon publishing.

Select the phone icon on the righthand side of the Task Editor to see what the end user’s mobile experience will be.

Automatically or manually link anything in your account — like a user, document, shift, or custom collection — to a task status to see the file/data that completed it.

For example, if you assign a task to upload proof of identification, the task status can link to the driver’s license document they uploaded.

The data link is added by default to “Assigned Tasks” and linkable to any object in your database.

In the second tab of the Task Editor, you can create Groups to have multiple tasks required for completion at once.

To create a new Task Group:

Have feedback about tasks, want to request a new feature, or spotted a bug? Let us know on our Canny!