How to Assign Specific Tasks to Employees in the Jolt App
Overview: Assigning specific tasks to employees in the Jolt App helps streamline task management and ensures accountability. Follow these steps to assign tasks effectively.
Prerequisites:
You must be logged into the Jolt App with appropriate permissions.
Ensure you have the necessary admin rights to manage lists and assignments.
Steps to Assign Tasks:
Open the Jolt App:
Launch the Jolt app on your tablet and log in using your 4-digit PIN.
Access the Lists:
From the app menu, select Lists.
Manage Lists:
Click on Manage.
Note: If Manage is greyed out, you may not have the required permissions or you may not be logged in.
Assign Tasks:
Click the drop-down arrow next to Assign To: and select Employee.
Choose the employee who will be responsible for completing the task.
Choose Assignment Type:
Temporary Assignment:
This will assign the employee to the current instance of the list only. The employee will need to be reassigned for future instances.
Permanent Assignment:
This assigns the employee to all future instances of this list. The employee will automatically be assigned to the list every time it is displayed.
Can’t Assign to…:
Use this option to prevent a specific employee from completing this particular list instance. This ensures that employees who do not have the appropriate permissions are excluded.
Completing the Assignment:
Employee View:
When employees log into the app and go to Lists > Mine, they will see all tasks specifically assigned to them.
Task Management:
Employees can view their assigned tasks, complete them, and update their status as required.
Viewing and Tracking Assignments:
Manager View:
On the Home page, managers can see the number of tasks assigned to each employee and track when tasks are due.
This feature is helpful for managers to quickly assess if tasks are completed and determine if an employee can be released at the end of their shift.
Keywords:
Jolt App task assignment
Temporary vs. Permanent Assignment
Employee task management
Managing lists in Jolt App
Tracking employee assignments
Related Articles:
Managing Lists in Jolt App
Task Management and Tracking