Getting Started

• How to Add Team Members?

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• How to add users in bulk into Automate Tasks App?

  You can read the guide to learn how to add users in bulk in the Automate Tasks App: Utilizing this feature allows for significant time savings when adding multiple users, such as a team of 20 members, without the need to fill out individual forms for each user. Log in to the Automate Tasks App using your registered credentials and navigate to My Team (https://storage.crisp.chat/users/helpdesk/website/-/6/b/4/c/6b4c78051e742000Few readers

Initial Setup

• How to give access of applications to team members?

  Login to Task Management Kindly login to Automate Tasks using the admin credentials. . Click on 'My Team' section Navigate to 'My team' section on the left hand side and click on it. . (https://storage.crisp.chat/users/helpdesk/weFew readers

• How to connect Business Workspace with WhatsApp Official API?

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• How to Set Daily Reminder Time in the Task App?

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• How to set Notifications and Reminders in the Task App?

  Learn to configure notifications in the Automate Task app, including WhatsApp/Email alerts, daily reminders, and weekly off days. Log in to the Automate Tasks App using your registered credentials. (https://storage.crisp.chat/users/helpdesk/website/-/6/b/4/c/6b4c78051e742000/image1p600az.png =1016xauto) Navigate to the Settings section from the main menu. (https://storage.crisp.chat/users/helpdFew readers

• How to Connect Your WhatsApp API (WABA) Number in the Automate Tasks App?

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Start Delegating Tasks

• How to add additional reminders in a task?

  Navigate to the Task Management section and click on the "Assign Task" button. Enter the necessary task details and click on the clock icon at the bottom. Choose the preferred reminder channel, either Email or WhatsApp.Few readers

• How to use sub tasks feature?

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• How to Use AI to Assign Tasks in the Automate Tasks App?

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• Sub Tasks vs Checklists

  🧠 Sub-tasks vs. Checklists: Structuring Workflows in Your Task App Productivity isn’t just about finishing tasks — it’s about breaking them down right. In the world of task management, clarity equals speed. Our Task App brings you two powerful features to do just that: 👉Sub-tasks and 👉 Checklists But what’s the difference? And when should you use which? Let’s explore. 🧩Sub-tasks: For Structure and DelegationFew readers

• How To Use Checklists in Automate tasks?

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• How to Use Task Templates in the Automate Tasks App to Assign a Task?

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• How to assign a task using the 'Assign New Task' form in the Automate Tasks app?

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Task Management & Organization

• Task is not visible on the portal after delegating

  If a user assigns a task to another user, the delegator will see the task on the Delegated Tasks page, while the assignee will see it on their My Tasks page. If a user cannot see the task on their page, they should check the filters at the top. Multiple filters are at the top, and the tasks will be filtered according to the month, day, and week they were assigned.Some readers

• How to delegate Repeated Tasks to your Teammate?

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• How to edit a task?

  How to edit a task? Solution: NOTE: Only the assignee and admin can edit the task. Go to the Delegated Tasks. Select the task you want to edit, click on Edit Task and finally, after making your changes, click on Update Task.Few readers

• How to plan your monthly, weekly, and daily goals using Idea Board?

  You can either watch the below video or read the guide to learn how to plan your monthly, weekly, and daily goals using Idea Board:Few readers

• How To Set Department Wise Goals for your Company?

  You can either watch the below video or read the guide to learn how to set department-wise goals for your company:Few readers

• Idea Board in Automate Task App

  Hit the Idea Board from the side panel. (https://storage.crisp.chat/users/helpdesk/website/-/6/b/4/c/6b4c78051e742000/image1bzmt9h.png =1300x735) 2. Create Idea lists and put ideas there (https://storage.crisp.chat/users/helpdesk/website/-/6/b/4/c/6b4c78051e742000/image1u33Few readers

Import, Export, Restore

• How to upload tasks in bulk?

  You can read the guide to learn how to upload tasks in bulk using the Automate Tasks App: Log in to the Automate Tasks App using your registered credentials. Navigate to the Settings section from the main menu.Some readers

• How to Export Tasks from the Automate Tasks App?

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• How to restore a deleted task?

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User Management

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Integrations

• How to assign Task using Google Form using Pabbly Connect Integration

  You can either watch the below video or read the guide to learn how to assign Task using Google Form using Pabbly Connect Integration:Few readers

• How to assign Task using Google Sheets using Pabbly Connect Integration

  You can either watch the below video or read the guide to learn how to Automatically assign Task using Google Sheets using Pabbly Connect Integration:Few readers

FAQs

• Email showing already exists

  Not Able to add employee email ID showing error “Email already exists, please use another email ID”? Solution: This error shows when an employee creates his own Admin account by signing up at https://tasks.automatebusiness.com/. In such a case, you get this error so you can raise the ticket to us from the task app itself. To raise the ticket click on the question mark icon(?) and go to the raise a ticket.Popular

• Not receiving daily task reminders ?

  If you are not receiving the daily reminder, please check whether you have set it up Go to the setting icon, and under task app settings, select notifications & reminders. Under reminders, you can set the daily reminder timing by clicking the clock symbol. By toggling off and on WhatsApp and email reminders, you can stop/start sending reminders. At last, click on save.Popular

• Not receiving WhatsApp notifications

  Not Receiving WhatsApp Notifications? Solution: Check if you have enabled the WhatsApp notification from the settings page and also check if you have entered the correct mobile number while adding the team member. Go to the settings icon. Under task app settings, you can turn off or turn on the notifications. At last click on Save.Some readers

• Want to change email id of team member

  Email ID cannot be changed you need to delete users and add again.Some readers

• How to raise a ticket through mobile app?

  Open the Automate Team app. In the top right corner, click on your profile icon. Go to my profile Now go to Raise a ticket, define your query, and submit.Few readers

• Not able to see all the tasks of your company?

  Open the Task App: https://tasks.automatebusiness.com/ Now, from the side panel, go to the All Tasks page. Here, the admin can view all tasks assigned by themselves, their manager, or team members. From the filter icon, the admin can apply the filter for the category, assigned to, assigned by, frequency, and priority.Few readers

• Task is not moving to completed section

  Task is not moving to the completed section? Solution: If the task is not moving to the completed section when marked as complete, It means you haven’t set up your daily reminders time in the settings page. You need to first set the daily reminders time in the settings. To set up daily reminders, please follow the steps below: Go to the setting icon, and under task app settings select notifications & reminders. Under reminders, you can set the daily remiFew readers

• Task that have daily frequency is not creating automatically on daily basis.

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• Automate Tasks App - Feature List

  📄 Task Assignment & Creation Create tasks with title, description, priority, deadline, and attachments Assign tasks manually, using templates, or generate via AI Add audio notes while assigning tasks for better clarity Assign tasks to multiple users simultaneously Add users in CC to keep them in the loop via notifications 🔁 Recurring Tasks & Scheduling Set tasks to repeat Daily, WeeklySome readers