Learn · Lesson 1 of 8

First day setup: branches, people, reminder timings.

Before any work is given, Task Bundals needs to know three things: your branches, your people, and how long to wait before unfinished work climbs to a manager. This lesson sets all three in the Team app, and you do it once.

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What you will be able to do

Add a branch and the people in it, one at a time or many at once.
Make someone a manager, with their own log in for one branch.
Set the reminder timings and the quiet hours for the whole business.
Step by step

The steps, on the real screens.

  1. Log in as the owner. The “Log in” page asks for Email and Password. It is for owners and managers. Staff never log in: they open the link they are sent.
  2. Open Team, then Branches. Press “Add a branch”, fill Branch name and City, and press Add. Do this for each branch. Only the owner sees this button.
  3. Go to People and press “Add a person”. Fill Name, Job, Role, Branch, Shift, Language and Phone (10 digits). Role offers two choices: Staff, who do not log in, and Manager. Press Add.
  4. For a manager, set Role to Manager. Two more boxes appear: the email the manager will log in with, and a password of 8 or more characters. A manager sees one branch.
  5. To add many people, press “Paste many people”. Pick the Branch, then type one person per line: name, phone, job, shift, language. Only the name is needed. A table under the box shows how each line was read. Press “Add these people”.
  6. Open “Reminder rules”. Five steps are listed, each with a number box: minutes before due, minutes after due, minutes late before the manager is told, minutes late before the work is marked missed, and how many misses in how many days put work under “Needs you”. Set “Quiet hours” and press Save.
  7. Read the People table. Each row shows Role, Branch, Shift, Language and Phone. For staff it also says “Consent note accepted” or “Consent note not seen yet”.
Sign-up is not open yet. These steps follow the screens as they are built today, and a label may change before launch.

Team

Team / People. The two buttons at the top are “Paste many people” and “Add a person”.

Team / People
Staff23
Offices3
Roles3
Hetal Shah · all officesOwner
Jignesh Patel · AhmedabadManager
Kiran Solanki · account manager · AhmedabadStaff
Pooja Desai · video editor · AhmedabadStaff
Shown with the demo studio, Northlight Studio. It is an example, not a customer.
Common mistakes

Four things that go wrong on day one.

Pasting a manager in the bulk box. Everyone pasted is added as staff. Change the role after adding.
Leaving the phone number empty. Work can still be given, but the Share button cannot open that person’s chat, so you pick the chat yourself each time.
Looking for a delete button when someone leaves. There is none. Press Change and untick Active. The person is switched off and their history stays.
Asking a manager to change the reminder rules. A manager can read them. Only the owner can change them.

Questions about setting up

“Paste many people” takes one person per line: name, phone, job, shift, language. Only the name is needed. Everyone pasted is added as staff, and a preview shows each line before you add.
Yes, to their own branch, and only as staff. Only the owner can make someone a manager, add a branch or change the reminder rules.
Open the person, press Change and untick Active. They are switched off and their history stays.
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Give work today. See proof tonight.

No setup fee. No charge per branch.

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