The Tasks feature in GuardsPro helps guards manage their responsibilities at assigned post sites. Guards can create tasks for themselves based on instructions from their employer, admin, or manager, and complete them on time to ensure their duties are carried out efficiently.
๐ Prerequisites
Before accessing tasks, make sure you:
You are registered in the GuardsPro Mobile App and have joined your employerโs company.
You are assigned to the relevant post site for your shift.
You are clocked in and have checked in at your assigned post site.
Location Services (GPS) is enabled on your device.
You are within the assigned post site's geofence boundary, if geofence verification is required for clock-in and check-in.
Your authorized admin or manager has enabled the Create Task from Mobile App setting in the Back Office Dashboard.
โ This guide will walk you through the steps to create a tasks, add its details and complete it using the Guard Mobile App.
Step 1: Open the Tasks Section
Log in to the GuardsPro Guard Mobile App.
Tap the Post Sites tab in the bottom navigation bar.
Select your assigned post site.
Tap Check In, then select the Tasks icon from the post site's submenu.
Important Note: Make sure you are clocked in at your assigned post site before proceeding with the check-in process.
Step 2: Open the Create Task Screen
You can create a new task for yourself directly from the GuardsPro Guard Mobile App.
On the Task List screen, you can view tasks assigned by your admin or manager. To create a new task for yourself, tap Create Task at the bottom of the screen.
The New Task screen will open, allowing you to enter the task details.
Important Note: The Create Task from Mobile App setting must be enabled by your authorized admin or manager in the Back Office Dashboard before this option becomes available.
Step 3: Add Details for the Task
On the New Task screen, follow these steps:
1. Enter Task Details
Task Name: Enter a name for the task.
Description: Add instructions or relevant details.
Max Duration: Select the maximum time allowed to complete the task.
2. Select the Task Type and Schedule
One-Off Task: Choose this option for a task that needs to be completed once. Set the start date, start time, and due date for completion.
Recurring Task: Choose this option for tasks that repeat. You can configure recurring tasks in two ways:
Continuous: Allows you to perform the task at any time during your shift.
Scheduled: Allows you to select specific days and a start time for completing the task.
3. Add Subtasks (Optional)
Tap + Add next to Sub Tasks to add the steps required to complete the task.
4. Create the Task
Review the details and tap Create Task at the bottom of the screen.
Once created, the task will appear in your Task List for the relevant post site with pending status. You can start and complete it according to its scheduled dates and times.
Step 4. View and Complete the Created Task
On the Task List screen, you can:
- View your created tasks and their current statuses.
- Identify newly created tasks marked as Pending.
- Select a task to review its details and complete it on the scheduled date.
Important Note: If a task has a specific scheduled start time, you can start it only 5 minutes before its scheduled start time.
๐ Important Notes
- Completed tasks cannot be edited or deleted. Review all task details carefully before marking a task as completed.
- Completed tasks remain on the Task List screen with a Completed status for one day. After that, they are automatically removed from the list.
๐ That's It!
The Tasks feature helps guards manage their responsibilities, complete assigned duties, and keep task statuses up to date.
If you have any questions or need further assistance, please feel free to contact our support team.
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