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.
⚠️ Beta feature: Task Management is currently available to beta customers only. Some details may change as the feature evolves. To request access, contact your Customer Success Manager or Workstream Support.
These articles provide detailed instructions for each Task Management feature:
Create and manage forms
Assign and manage tasks
Use the Manager Logbook
📌 Access needed: 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
📌 Access needed: 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.
Go to the Tasks page. Your app layout may look different because your organization might have different features enabled. Follow the instructions that match what you see:
If your app uses a sidebar menu
Tap the ≡ menu icon in the upper-left corner.
Tap Tasks.
If your app has a bottom navigation bar
Go to the Work homepage, then tap Tasks.
