FAQ
Accounts, notifications and more answers to the most frequently asked questions!
Tool Box
FAQ-ID：1114
Here’s a few possibilities if there are tools that are not available for use.
- Unable to use Notes, Tasks, Events or other basic tools.
This is due to the option Who Can Post is set to owner and admins in the the Workplace Privacy. - Unable to use Attendance, Leave Pro, CRM or other advanced tools.
Only the workplace admins and group admins have the authority to decide what advanced tools to make available to team members. If you are unable to use any of the advanced tools, please check whether the tools have been activated or your permission to use the tools, aka, your tool roles.
Check Your Tool Roles
Plan：FreePaid
Permission：MemberAdmin
Interface：AppWeb
Steps：
- Choose the workplace, group or buddy level.
- Click Tool Box in the settings.
- Check tool activation status or tool role.
- Permission (Tool Role)
On the Activated tool tab, the role below each tool will display your authorization. - Request
Click Request on the tool tab to send a notification to the workplace admins asking to enable a tool for use.
- Permission (Tool Role)
Reminders
- The advanced tools are for paid plans only. During the trial period, users will have 30 days to try out all the tools upon creating a workplace. After the trial period expires, users will no longer be able to use the advanced tools.
- Instead of the Request button for most users, the admins will have the tool activation button in its place.
- In the buddy level, both parties are admins by default, unless otherwise changed.
Basic Tools
FAQ-ID：1088
You can check an assigned task off the list and let everyone know you’ve done your part!
When you are assigned a task, you can click the circle displayed on the left of the task to check it off. So anyone who sees this will know that you have completed the assigned task. If there is a task with no circles to check off, it means this task is not assigned to you, you just have the authority to view this task.
Now follow the instructions below to see if anyone has assigned a task to you!
Check Off a Task
Plan：All plans
Permission：Task assignees
Interface：AppWeb
Steps：
- Click the Dashboard.
- Click the Tasks on the Dashboard and it will list all the incomplete tasks that have been assigned to you.
- Click on a task to view its details.
- Click on the circle to check it off the list, signaling others that you have completed the given task.
Reminder
- When a task has been checked off, it will no longer be in the incomplete tasks section, instead, it will be moved to the completed tasks section.
- Check out the user guide for more detailed explanation now!
relevant Questions
Who is allowed to search or view my posts?
How to create a tool post?