To carry out tasks in Workmate, follow these steps:
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Navigate to Task:
- Open the Workmate app and access the “Tasks” section.
- Click on the specific task you wish to perform.
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Check-In at Client’s Location:
- Once you’re at the client’s location for the task, a check-in option will be available.
- Click on the check-in option to indicate the commencement of the task.
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Perform Task:
- Execute the assigned task at the client’s location.
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Check-Out After Completion:
- Once the task is complete, a check-out button will become visible.
- Click on the check-out button to formally conclude the task.
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Attach Documents and Fill Forms:
- After checking out, you’ll have the option to attach relevant documents and fill out any necessary forms to provide comprehensive details about the completed task.
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Save and Confirm:
- Ensure to save any changes made and confirm the task’s completion through the on-screen instructions.
By following these steps, you can effectively perform and document your tasks within Workmate. The check-in and check-out process, coupled with document attachment and form filling, ensures a thorough record of your activities, enhancing transparency and accountability in task execution.