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 provide detailed instructions for each Task Management feature:
Create and manage forms
Assign and manage tasks
Use the Manager Logbook
📌 Access needed: Depending on what you do, you need permission to manage forms, manage task assignments, or manage notes. If you don't have access, ask your Super Admin for help.
Set up Task Management
Get access to Task Management
Task Management is available on eligible accounts. If you don't see Tasks in the app, ask your Super Admin, contact your Workstream point of contact, or message our Support team through chat or email.
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.
Tap More in the bottom tab bar, then tap Tasks. If Tasks is pinned to your tab bar, tap it there instead.