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Viewing tasks

Part 7 of the Getting Started guide

James Rogers avatar
Written by James Rogers
Updated over 2 years ago

Users designated as ‘Guardians’ can view their assigned team’s current and historical tasks in the Web Portal and App.

To see how tasks show up in the Web Portal, simply:

  1. Log in to the Web Portal (if you haven’t already) as a Guardian.

  2. Ask your staff to start tasks. For a complete picture of what Safepoint can do, get more than one staff member to run tasks simultaneously.

  3. Click on the ‘Default Team’ in the left-hand column.
    Note: in Part 2 of this guide (Creating a company), we automatically create your first team, ‘Default team’. The setup may be slightly different if you did not invite your staff at this stage or if you’ve since created more than one team.

  4. You will first see the team’s ‘Dashboard’ page. The dashboard lets you see your team’s locations (so long as they are running tasks) and gives you other organisation information.

  5. In the top right corner of the page, click the ‘Tasks’ link to see all current and historical tasks. You can click to expand any task by clicking ‘show details’. An expanded task shows the worker’s location, status, route and more.

To see how tasks show up in the App, simply:

  1. Log in to the App (if you haven’t already) as a Guardian.

  2. Ask your staff to start tasks. For a complete picture of what Safepoint can do, get more than one staff member to run tasks simultaneously.

  3. Tap on the ‘Home’ button in the navigation bar at the bottom of the screen. Here you will see a map with your team’s locations (so long as they are running tasks).

  4. Now tap on the ‘Tasks’ button in the navigation bar at the bottom of the screen. Here you can see all current and historical tasks.

  5. Tap any task to expand and see more detailed information like their location, status, route, etc.

Here's what viewing tasks looks like in the App:

Next, we’ll look at handling an emergency alert.

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