When you’re managing teams across shifts or locations, it’s easy for important tasks to slip through the cracks. Checklists go unchecked. Notes get lost. Follow-ups don’t happen.
Workstream’s Task Management gives you tools to stay on top of it all. You can assign tasks, collect information, and track progress, all in one place.
These articles will walk you through on how to use Task Management:
Create and manage forms
Assign and manage tasks
Use the Manager Logbook
📌 To manage tasks for your team, you need the Task, Notes and Forms Management permission enabled. If you don't have access, ask your Super Admin for help.
Set up Task Management
Enable Task Management
Task Management is a paid add-on and not included in standard Workstream plans.
To enable it for your account:
Contact your Workstream point of contact
Or message our Support team through chat or email
If you want to see how Task Management works before enabling it, click the button below:
Download the Workstream US app and log in
📌 Your Workstream user account must be linked to a team member profile before you can use Task Management. Only Super Admins can link accounts. Ask your Super Admin if you’re unsure.
Task Management only works on the Workstream US app. Follow these steps to log in:
Download the app
Log in to the app
Log in using the email address in your Workstream user profile and team member profile.
💡 If you're a manager and your email address in the Users page is different from the one in your team member profile, you'll have two separate accounts: one as a manager and one as a team member.
To access manager permissions in the Workstream US app, log in using the email address listed in your Workstream user profile.
Open Task Management
Open the Workstream US app.
Login to your account.
Tap Work, then Tasks.
Now you’re ready to create and manage forms.