Tasks & Reminders
Managing tasks, reminders and obligations.
14 guides
Getting StartedForms & AuditsTasks & RemindersObligationsHuman ResourcesDocumentsRisk ManagementAsset ManagementExternal PartiesHazardous SubstancesReports & ChartsVisitor ManagementNoticeboardTimesheetsWorkplace CentreSystem Administration
Applying task-list templatesHow to apply a pre-built task-list template to quickly create a standard set of tasks.AdminsAssigning reminders to registers & external partiesHow to assign a reminder to an internal register item or to an external party such as a supplier.AdminsAssigning tasks to people & recordsHow to assign a task to a person and link it to a related record like an asset or form.All usersCompleting a form linked to a reminderHow to complete the form attached to a reminder when it comes due.All usersCreating a reminderHow to create a new reminder in Teammate, one-off or recurring.All usersCreating tasks and organising foldersHow to create a new task and set up folders to keep your task list organised.All usersGetting around Task Management (folders, views, search)An overview of Task Management's folder structure, views, and search.All usersManaging the reminder register (pause, reschedule, sign off, bulk actions)How to pause, reschedule, sign off, and bulk-manage reminders from the register.AdminsSetting up reminder typesHow admins set up reminder types to standardise recurring reminders across the organisation.AdminsTask bulk actionsHow to select multiple tasks at once to reassign, move, or delete them together.AdminsTask comments, @mentions & activity feedHow to comment on a task, mention a colleague, and read its activity history.All usersTasks vs Reminders: which to use whenA plain explanation of when to use a task versus a reminder in Teammate.All usersViewing tasks from a public/supplier linkHow suppliers or other external parties can view and update a task shared with them via a public link.All usersWorking a task: details, subtasks, attachments & completionHow to work through a task's details, add subtasks and attachments, and mark it complete.All users
Can't find the task you're doing? Tell us and we'll write the guide.
enquiry@teammateapp.com →