How to create tasks for security guards on the Back Office Dashboard?

Creating tasks in GuardsPro allows admins to assign specific duties to guards at a post site, ensuring important activities are completed within a defined time frame.

Tasks are post‑site specific, meaning they must be created separately for each site. Guards assigned to that site can then access and confirm task completion directly through the GuardsPro Mobile App, making operations smoother and more accountable.

📌 Prerequisites

Before creating tasks for guards, ensure:

• Guards are already added to the Back Office Dashboard.

• Post sites are created and active in the dashboard.

• Admin has access to the Clients → Post Sites section.

• Guard profiles are assigned to the correct post sites.

✅ This guide will walk you through the steps to create tasks for guards on the Back Office Dashboard:

👥 Step 1: Access Post Sites

• From the main menu, click on Clients.

• Select Post Sites from the drop‑down.

• Click on the post site where you want to create a task.

📝 Step 2: Create New Task

• Navigate to the Tasks tab. 

• Click New Task.

📋 Step 3: Enter Task Details

• Add the following information:

  • Task Name

  • Task Description

  • Max Duration (not mandatory)

  • Assign one or multiple guards to the task

⏰ Step 4: Choose Task Type  

You can schedule tasks using two options:

1. One-Off Task

• Set a start date and time.
• Define a due date for completion.

2. Recurring Task

Automate tasks with either:

• Continuous: Allows guards to perform the task at any time during their shift.

• Specific Time: Set a specific start time for the task. Please note that this time is for reference only.

• Repeat: Schedule tasks to repeat at set intervals (e.g., every few hours).

3. Add Subtask

If you want to divide a task into smaller activities, you can add subtasks:

• Click the + button under the Subtask section.
• Enter the required subtask details.
• Add multiple subtasks if needed.

After completing all the required details, click Submit to create the task or Save as Draft to store it for later.

📎 Step 5: Guard Task Completion

Once the task is assigned, guards can access it through the GuardsPro Mobile App.

While completing the task, guards can:

• Add notes related to the task.
• Attach multimedia files, such as photos or other supported attachments, as evidence of task completion.
• Mark the task as completed once the required activity has been performed.

📊 Step 6: View Task Reports

Once a task is completed, a task report is generated. Admins can view the completed task details and related information under Task Reports in the Back Office Dashboard.

🎯 That’s it! Creating tasks in GuardsPro is simple and efficient. By defining clear task details and scheduling options, admins can ensure guards stay on track, patrols run smoothly, and client requirements are met with precision.

For further assistance, feel free to contact the GuardsPro Support Team anytime.