Previously, when a document was uploaded, you saw it on the teammate’s profile but not on the assigned task. Now, 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.

Introducing a new task action to 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.

If you’ve ever wanted to calculate data totals for a particular object (eg. shifts, users, locations, roles, etc.), the Rollup column type allows you to do just that!

View the percentage of “no shows” at a location, sum the “hours worked” per teammate, or simply see the number of shifts scheduled for a particular teammate using the Rollup column.

Add a Rollup column directly to a table via + sign on the right or inside the record details by selecting Configure Data at the bottom.

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