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Tasks

From Shifts, to Finance, to Forms and more, Tasks tie everything in Teamleaf together. Learn more about how you can optimally set up yours

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Tutorials

Tasks
Essentials
Creating a new Task
Learn how to add a Task to Teamleaf, using handy shortcuts to get all the data you need, entered quickly
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Tasks
Setup
Customising the Task Table
In this tutorial you will learn how to alter your Task Table settings
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Tasks
Signing Off a Task
In this tutorial you will learn how to sign off a Task and how it affects the Task's flow through Departments
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Tasks
Essentials
Understanding the Task Page
Learn how to find and add all the information you need on the task page
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Tasks
Essentials
Using the Task Table
In this tutorial you will learn how to use the Task Table to effectively navigate your work
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Related Courses

A tutorial answers one question; a course walks the whole of Tasks in order, with a quiz at the end and sometimes a qualification with it.

Drains Direct Essentials
Tasks
Intracompany
Invoicing
Scheduler
Shifts
Drains Direct Essentials
Understand the Essentials for Drains Direct, Scheduling, Intracompany, Invoicing and more...
View Course
EVCSL Essentials
Tasks
Intracompany
Invoicing
Scheduler
Shifts
EVCSL Essentials
Understand the Essentials for EVCSL, Scheduling, Intracompany, Invoicing and more...
View Course
Lanes Group Essentials
Tasks
Intracompany
Invoicing
Scheduler
Shifts
Lanes Group Essentials
Understand the Essentials for Lanes Group, Scheduling, Intracompany, Invoicing and more...
View Course
Sweeptech Hire Controller Essentials
Tasks
Intracompany
Scheduler
Setup
Shifts
Sweeptech Hire Controller Essentials
Learn about the essentials for a Sweeptech Hire Controller
View Course

Other Tutorial Categories

App
Explore everything that the Teamleaf App can be used for
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Connections & Integrations
Understand how you can connect and use third-party services alongside Teamleaf
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Equipment & Stock
Get to grips with Teamleaf's inventory management tools, from creating new products to adjusting stock.
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Essentials
Brand new to Teamleaf? Not sure where to start? Check out our essential tutorials so you understand the basics.
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Finance
Teamleaf features everything you need to manage accounts, from invoicing, to payroll, to running costs and more.
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Fleet Management
Learn how to use Teamleaf's Fleet Management tools to better manage your team's vehicles
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Forms
Forms are used across Teamleaf to collect and present information relating to your work.
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Human Resources
Alongside Works Management, Teamleaf offers a range of Human Resources tools. Learn how to use them here.
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Intracompany
If you have another depot assisting with a Task, you will want to use an Intracompany Task. Learn more about Intracompany here
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Invoicing
With all the information you need in one place, Teamleaf makes invoicing a breeze - learn how you can simplify your accounts process here
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Quoting
Learn about how to create and use quotes in Teamleaf
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Reports
Essential for getting an overview of your business, Reports are are used across departments to see KPIs in a presentable way.
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Rotas & Timesheets
Manage users' working hours using Teamleaf's Rota & Timesheet features
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Scheduler
The scheduler is at the heart of Teamleaf, use it to add, update and remove shifts, all from one place
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Setup
Learn how you can setup Teamleaf to optimise your workflow, in a way that suits you.
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Shifts
Shifts are critical to Teamleaf, allowing the whole team to stay organised, knowing who is supposed to be where and when.
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