Task Management
Protect your business with clear documentation, automated workflows, and real-time insights to ensure compliance, accountability, and audit readiness.
8 articles
Create and manage forms
Forms help you collect information from your team in a consistent way. Use them for issue reports, checklists, or inspections.
Create a formWorkstream US app for Managers — Create and customize forms with different types, questions, and privacy settings for team use.
View and edit formsWorkstream US app for Managers — View, edit, and publish forms. Update drafts or existing forms and keep your team’s documents up to date.
Archive formsWorkstream US app for Managers — Archive forms to stop future use while keeping active tasks, and view archived versions anytime.
Assign and manage tasks
Tasks let you guide your team through what needs to be done, when, and by whom.
Assign a taskWorkstream US app for Managers — Create, assign, and track tasks with forms, due dates, and repeats to keep your team on track.
Track and complete tasksWorkstream US app for Managers — Assign, track, and complete tasks by due date, status, and assignee to keep your team accountable.
Use the Manager Logbook
Use the Manager Logbook to record key events, observations, and notes related to your store operations.
Create a noteWorkstream US app for Managers — Use the Manager Logbook to leave daily notes, tag staff, and share updates with the right people.
Track and manage notesWorkstream US app for Managers — View and organize Manager Logbook notes. Edit, export, or delete entries to keep records clean.
Manage note categoriesWorkstream US app for Managers - Access the Logbook to view, edit, and organize notes by category.