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Team Management

Purpose: Organize and assign tasks to team members.

Table: Team Members

Table 5
Column 1
Column 2
Column 3
Column 4
1
Name
Role
Assigned Tasks
Availability
2
John Doe
Surveyor
3 pending surveys
Full-time
3
Lisa Green
Installer
2 installations
Part-time
There are no rows in this table

Individual Task View:

Upcoming Tasks: A personalized view of tasks for each team member.
Links to related entries (e.g., surveys, installations).
Direct access to relevant resources and templates for task completion.
Task Tracker:
Task Name
Due Date
Linked Property/Installation
Required Resources/Templates

Automations:

Notify team members of new task assignments.
Update task status automatically when marked complete.
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