Overview

Quick tasks give workers a simple, built‑in way to create, assign, track, and complete day‑to‑day tasks directly in Simpplr without needing a separate task management tool.

With Quick tasks, you can:

• Create and assign tasks in seconds.

• See everything that’s assigned to you in one place.

• Track progress across your team or location.

• Mark tasks as started and completed so nothing falls through the cracks.

Enabling Quick Tasks for your application

To start using Quick Tasks, you need to first enable it at the application level. To do this, follow these steps as an App Manager:

1. Click on the gear icon in the bottom left corner of the application

2. Click on Manage Application

3. On the Setup tab, click on Tasks

4. Enable tasks by toggling on

Set up Quick Tasks - field customization

We have standard fields created in Manage Tasks, and you can create additional fields in the Task field customization window. We recommend using the following mandatory fields within tasks manager App Managers can get here by going to Manage > Tasks.

Mandatory task fields:

• Title: This is the name of your task

• Assigned to: This is the person who needs to complete the task

What you can do with Quick tasks

Quick Tasks are designed for simple, operational work such as:

• “Restock aisle 3”

• “Clean meeting room after 4 pm session”

• “Call customer about order #1234”

• “Check temperature in cold storage”

Key capabilities:

• Create tasks with title, description, priority, due date, category, assignees, and attachments.

• Assign tasks to individual users and/or audiences (groups).

• Everyone must complete the task.

• View tasks in separate tabs:

  • My tasks – assigned to you.

  • Created tasks – tasks you created.

  • Team / All tasks – if your role allows it.

• Track task status: New, In progress, Completed, Overdue.

• Get notifications for new assignments and due dates.

Access and prerequisites

Quick Tasks is available for Frontline on AWS. Your organization must:

1. Have Frontline enabled.

2. Have the Quick tasks feature turned on (controlled by your admins).

3. (ABAC note) In ABAC‑enabled orgs, the Task menu may be hidden for orgs where Quick Tasks are not enabled or allowed.

If you don’t see Quick Tasks:

• Check that you’re using the Frontline experience (mobile app or supported web view).

• Contact your intranet/App Manager or local admin to verify that Quick Tasks is enabled for your tenant and your audience.

Getting started: Where to find Quick tasks

On Frontline mobile

1. Open the Simpplr mobile app and log in.

2. Look for the Tasks/Quick tasks option:

   • In the bottom navigation, or

   • In the main menu under something like “Tasks” or “Quick tasks”.

3. Tap to open your Quick tasks workspace.

On Frontline web

1. Log into your intranet from a browser.

2. Switch to the Frontline view (if applicable).

3. Use the navigation item labeled Tasks / Quick tasks (location may vary based on how your admin has configured navigation).

4. This opens the Quick Tasks home where you can view and manage tasks.

Understanding the Quick tasks views

When you open Quick Tasks, you’ll typically see tabs like:

• My Tasks
  Tasks assigned to you (as a specific user). This is your personal to‑do list.

• Created Tasks
  Tasks that you created, regardless of who they’re assigned to. Helps you track what you’ve delegated.

• Team Tasks (if enabled)
  Tasks assigned to your team or audience. Useful for team leads or shift supervisors.

• All Tasks (for admins/managers)
  A complete list of tasks across the org or for a large segment (Admins, Task Managers).

Within each view, tasks are usually grouped by:

• Open / New

• In progress

• Overdue

• Completed

You can use filters and sorting (e.g., by due date, assignee, status) to focus on what matters most.

How to create a Quick task

Note:

Who can create tasks depends on permissions. At minimum, Task managers, App managers, and (optionally) other designated roles can create tasks. Your organization may allow all frontline users to create tasks.

Step‑by‑step (web + mobile pattern)

1. Open Quick Tasks

   • Go to the Tasks / Quick tasks area.

2. Start a new task

   • Tap or click Create task (or a + button).

3. Add basic details

   • Title – short, clear name (e.g., “Clean break room tables”).

   • Description – extra details or instructions.

4. Set priority

   • Choose from available priorities (e.g., Low, Medium, High, Urgent).

   • Use higher priority for urgent or time‑sensitive work.

5. Add a due date

   • Pick the date (and time, if supported) by when the task should be completed.

   • This drives reminders and overdue status.

6. Add category (optional)

   • Use categories/tags such as “Cleaning”, “Maintenance”, “Customer”, “Safety”.

   • You can:

     • Search existing categories, or

     • Create a new one (if allowed).

7. Assign the task

   • Choose assignees:

     • Individual users, and/or

     • Audiences (groups like “Store #123 – Evening Shift” or “Facility Maintenance Team”).

   • The completion behavior is system-defined and not configurable.

     • Individual assignment: The task is marked Completed once the assigned user completes it.

     • Audience or multiple-user assignment: The task is considered completed only after all assigned users complete the task. Until then, the task remains in an 'In progress' state, and you can track individual completion under the Created tasks section.

8. Attach files (optional)

   • Upload photos, documents, or other files that help describe the task (e.g., a photo of a broken shelf).

9. Save / create

   • Tap Create or Save.

   • Assignees receive a notification that a new task has been assigned to them (based on your org’s notification settings).

Working with your tasks (assignees)

View and understand your tasks

1. Go to Quick tasks → My tasks.

2. You’ll see a list, often grouped by:

   • New/Open

   • In progress

   • Overdue

   • Completed

Each task typically shows:

• Title and short description.

• Due date and priority.

• Who created it.

• Status and any indicators (e.g., overdue).

Update task status

1. Open a task from My tasks.

2. Change its status:

   • New > In progress when you start working on it.

   • In progress > Completed when you finish.

If you’re in an audience where everyone must complete the task:

• You will see your own instance of the task as incomplete until you mark it completed.

• The task is not fully finished for the creator until everyone has completed it.

Add attachments or details

If allowed, you can:

• Upload additional photos/documents (e.g., proof of work, updated information).

• Edit the description (if your role allows) or leave notes in whatever fields are available.

Managing tasks you created (creators & managers)

Note:

Task creators, App managers, and Task managers have additional capabilities, such as reassigning and reviewing tasks.

Monitor created tasks

1. Go to Quick tasks > Created tasks.

2. Filter or sort as needed (by status, due date, assignee, category).

3. Use this view to:

   • See which tasks are overdue.

   • Check who has completed vs. who still needs to act.

   • Follow up with assignees as necessary.

Reassign a task (before it’s started)

You can usually reassign a task only if it has not been started (status is still New/Open).

1. Open the task in Created tasks or All tasks.

2. Choose Reassign.

3. Select the new assignee (user or audience).

4. Confirm/save.

The new assignee(s) will receive notifications, and the task will appear in their Quick tasks.

Notifications and reminders

Quick Tasks support notifications for:

• New task assigned

• Task updated / reassigned

• Due soon / overdue reminders (especially for urgent tasks, depending on configuration)

If you’re not seeing notifications, check:

• Your notification settings in Simpplr.

• Whether your organization has configured email/push notifications for tasks.

Urgent or high‑priority tasks may trigger more prominent alerts, depending on how your admins configured the feature.

Best practices for frontline teams

For frontline workers:

• Check My tasks at the start and end of each shift.

• Keep tasks updated:

  • Move them to In progress as you start.

  • Mark them Completed when done.

• Use categories to help your team search and filter later.

• Attach photos where helpful (e.g., before/after shots, proof of fix).

For supervisors and managers:

• Use Created tasks, Team tasks, or All tasks to monitor workload and performance.

• Create clear, concise titles and descriptions.

• Use priorities and due dates to show what’s urgent.

• For team‑wide tasks:

  • Everyone must complete the task.

• Periodically review overdue tasks and reassign or adjust as necessary.

Troubleshooting

I don’t see Quick tasks / tasks in my app.

• Confirm you’re on Frontline (not just the main intranet).

• Check with your admin:

  • Is Quick Tasks enabled for your tenant?

  • Are you in an audience that has access?

• In ABAC‑enabled orgs, the Task menu may be hidden if your audience doesn’t have rights

I can’t create tasks.

• Your role may not allow task creation yet.

• Ask your manager or App Manager if they can grant you Task permissions or confirm expected behavior.

I stopped seeing tasks I used to see.

• You may have:

  • Been removed from an audience, or

  • Had your role changed.

• Check with your manager or admin to confirm your audience and role.

Scheduled Tasks (Single Instance)

Scheduled tasks let you create a task in advance and have it automatically become active at a specific future date and time. This helps you plan one-time work without adding it to your current task list.

What is a scheduled task?

A scheduled task is created in advance with a defined future date and time. It remains in a scheduled state until that time and automatically becomes active when the scheduled time is reached. Each scheduled task is created as a one-time instance, and recurring schedules are not supported.

When to use scheduled tasks

Use scheduled tasks for one-time future work, such as following up on a specific date, starting a task at a planned time, or deferring work until later. This feature is not designed for recurring activities.

How scheduled tasks behave

Before the scheduled time

The task is marked as Scheduled and displays the selected date and time. You can update the task details or change the schedule if needed.

When the scheduled time is reached

The task automatically becomes active and behaves like a regular task.

Creating a scheduled task

1. Create a new task and enter the required details.

2. Select a future date and time for the task.

3. Save the task to schedule it.

The task remains scheduled until the selected time.

Managing scheduled tasks

You can modify the schedule at any time before activation. If needed, you can start the task before the scheduled time or remove the schedule to make it active immediately.

Status tracking

Once active, the task tracks its status like any standard task, including completion and overdue states.

Limitations

• Only one-time scheduling is supported

• Recurring schedules (daily, weekly, monthly) are not available

Who’s this for: All users

FAQs

Q: What is the Quick task feature?

Ans: Quick Task lets you create and assign simple tasks directly within Simpplr. It’s meant for quick, everyday action items so you don’t have to switch to another tool or break your flow.

Q: Who is Quick task for?

Ans: Quick Task is available to all users and is especially useful for frontline teams. It’s designed for capturing and assigning small, immediate tasks without the overhead of a full task management system.

Q: Where can I find Quick task?

Ans: You can access Quick Task from the Simpplr app in the secondary navigation. It’s typically shown as a checkmark icon with a notepad.

Q: Who can I assign a Quick task to?

Ans: You can assign Quick Tasks only to users who are part of the same ABAC audience. The assignee must belong to the Access Control Group currently in context.

Q: Can I set priorities for Quick tasks?

Ans: Yes. You can assign priority levels to Quick Tasks. You can also create custom fields with your own set of priority values if needed.

Q: Can I edit a Quick task after creating it?

Ans: Yes. Go to the Created Tasks view, select the task, and choose Edit Task. Any updates you make will be reflected for the assignee.

Q: How do I mark a Quick Task as complete?

Ans: You can mark a task as complete directly from the task message in the chat feed. Once completed, the status updates immediately for everyone involved.

Q: Will system-generated tasks appear in the same task view?

Ans: Yes. We’re working on bringing Simpplr system tasks into the My Tasks view. Over time, existing actionable system notifications will also appear there.