Guide / For managers
Guide for managers
Assign clear work, review quickly and keep your department on time.
What managers can do
Managers assign and review tasks, broadcast and see reports for the departments they manage. Admins and owners can do the same for the whole organisation.
Assign work well
- + → New task. Keep the title short and clear: "Send quotation to Gupta Hardware".
- Select one person, several people, or Whole department. Each gets their own copy.
- Choose a realistic deadline and priority (Urgent shows in red).
- Under More options add details, or switch off Needs my approval for small tasks that should complete as soon as they're submitted.
Review: approve or reopen
- Submitted tasks appear on Home under Waiting for your review and you get a notification.
- Open the task, check comments and attachments, then tap Approve.
- Not right? Tap Reopen and write what to change. The employee is notified and the task's reopen count goes up.
"On time" is decided by when the employee submitted, not when you approved — so reviewing late never makes their work look late.
Change deadline, reassign or cancel
Open a task → ⋯ menu. Edit task / deadline (the change is recorded in history and the person is notified), Reassign to someone else, or Cancel task.
Watch your department
- Tasks → Team — all open tasks of your department, grouped into Waiting for review, Overdue, Due today and Upcoming.
- Team → Who's doing what — live view per person.
- Team → Daily updates — today's notes and who hasn't posted.
- Team → Activity log — filter by person or date to see what happened.
Reports
Team → Reports shows, for the last 7/30/90 days: tasks assigned, completed, overdue, on-time %, average delay and average turnaround — by person or by department. Tap CSV to download for Excel.
Broadcast to your department
+ → Broadcast. Managers can send to their own departments. Turn on acknowledgement for anything people must read, then use Remind for those who haven't.