User Management

• How to Add Teammates & Categories?

  You can either watch the below video or read the guide to learn how to create/add teammates and categories in task delegations app: Adding Teammates Navigate to the Task Management section of the app. . Go to my team section . (https://storage.crisp.chat/users/helpdesk/website/6b4c78051e74Popular

• 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

• 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/wFew readers

• 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 add users in bulk into the Task 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

Automate Attendance

• How to register your face in attendance app?

  Log in to https://tasks.automatebusiness.com/ Go to the My Attendance page To register your face, click on the register your face button at the top of the page. A dialogue box will open up to select 3 images of yourself. Kindly select 3 images with a straight face and a plain background and click on done. After uploading the images, you will get to see the login button in the place of register your face button. Hence, your face has been registered successfully. (htSome readers

• Camera is not opening while marking attendance

  Camera is not opening while marking attendance Solution: User need to allow access to the camera from the deviceSome readers

• How to mark your attendance in Automate Leave & Attendance App?

  Go to the attendance tab, click on log in, and click on the camera icon. Scan your face; after that you will be logged in. Follow the same steps for the logout attendance as well.Few readers

• How to delete registered faces from Automate Leave & Attendance App?

  You can either watch the below video or read the guide to learn how to delete registered faces from Automate Leave & Attendance App: Go to Automate Attendance Navigate to the Attendance section from the main dashboard. Go to Settings Locate and click oFew readers

• How to apply regularization in Automate Leave & Attendance App?

  Go to attendance and click on Apply Regularization. Select the respective date & login or logout time, and click on the OK button. Mention your reason in remarks; click on the submit button.Few readers

• How to set your weekly off in Automate Leave & Attendance App?

  You can either watch the below video or read the guide to learn how to set your weekly off in Automate Leave & Attendance App: Go to the settings tab. . Click on notifications & reminders. . Select weeFew readers

• How to approve regularization in Automate Leave & Attendance App?

  Go to the attendance, Click on approvals, then click on regularization. Requests will be shown as pending status. For approval, click on the check symbol, update remarks, then submit. For reject, click on the cross symbol, update the remarks, then submit.Few readers

Automate Leaves

• How to Apply Leave in Automate Leave Attendance App ?

  Go to the leave tab click on apply leave choose the respective leave type. Choose the dates as per requirement and click on the OK button. Fill the form and click on apply leaves.Few readers

• How to approve a leave in Automate Leave & Attendance App?

  You can either watch the below video or read the guide to learn how to approve a leave in Automate Leave & Attendance App Go to the Automate Leave Section Open the Automate Leave & Attendance app and navigate to the Leaves section. Go to the Approvals tabFew readers

• How to create leave type in Automate Leave & Attendance App?

  Go to the leave tab, click on settings icon, choose the leave types option. Select the new type & fill the form as per your requirement. After filling the form, select Add Leave Type.Few readers

• How to define holiday list in Automate Leave & Attendance App?

  Go to the leave tab, select holidays, and click on add holiday. Select holiday name and date; click on holiday The holiday list will reflect in the same section.Few readers

Automate Tasks

• 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

• How to delegate a Task using AutomateTasks?

  You can either watch the below video or read the guide to learn how to delegate a task using task delegation app: Go to Task Management To create a task, kindly login to Task Delegation App and navigate to task managemnet. . 2Some readers

• 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

• 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

• 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.Few readers

• Want to change email id of team member

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

• How to delegate Repeated Tasks to your Teammate?

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• 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

• How to connect Business Workspace with WhatsApp Official API?

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• 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

• Not receiving additional reminders of tasks?

  Make sure that when assigning tasks, you also add reminders for those tasks. If you have set reminders, verify whether you followed the proper steps. For setting multiple reminders, you can refer to this article: HOW TO ADD ADDITIONAL REMINDERS?Few readers

• 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

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

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• 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 Set Daily Reminder Time in the Task App?

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• 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

• 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 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 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

• 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 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

Automate Intranet

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• TASK APP FEATURE LIST

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