The Workstream US app lets you create and assign tasks with clear details, attachments, and due dates.
Tasks can include forms and be divided into sections for managers, employees, and reviewers, ensuring accountability at each step. You can also set tasks to repeat on a daily, weekly, monthly, or annual basis for recurring needs.
📌 Tasks needs to be turned on for your company, and you need permission to manage task assignments to create one. If you don't see Tasks, ask your Super Admin.
Here's how to assign a task:
Open the Workstream US app.
Tap More in the bottom tab bar, then tap Tasks. If Tasks is pinned to your tab bar, tap it there instead.
Tap the + button to create a new task. The New task page opens.
Fill out the task details
Task title: Give this task a title. Be clear and specific.
Description (optional): Add context or instructions. You can also attach a photo.
Attach form (optional): Tap this to open a categorized list of forms. Then choose the appropriate one for the task.
Tap Next.
On the Assign task screen, choose the task's Privacy: Public task or Private task.
If the form has multiple sections (like in a write-up or multi-step checklist), each section must be assigned separately. You can assign different parts to a manager, a team member, or a follow-up reviewer.
Intro section (Manager)
Assign to managers: Automatically assigned to you. Tap your name to change it to another manager or admin.
Due date: Set when this part should be completed.
Main section (Employee)
Assign to employees: Tap Assign to someone and choose the employee involved. If you don’t select someone, it defaults to “Everyone.”You can assign individuals, multiple people, or assign by job title or location.
Due date: Set when this part should be completed.
Follow-up section (Manager)
Assign to managers: Choose someone responsible for reviewing the employee’s response and documenting any coaching or escalation.When selecting multiple people, use Assignment settings to choose Everyone must complete or Any one person can complete.
Due date: Set when this part should be completed.
✅ Done assigning? Tap Assign to send it out.
🔁 Want this task to repeat? See the next step before assigning.
(Optional) Make the task repeat if it needs to happen regularly, like a weekly deep clean or a monthly check-in.
Tap the Due date in any section.
Toggle on Repeating task.
Choose a frequency:
Daily, Weekly, Monthly, or Annually.
Set how many times it should repeat under Repeats for. Only numbers are allowed in this field.