Taskly allows you to add staff members and service providers to your account so they can be assigned to jobs and receive booking notifications. The following article outlines how to add and manage staff.
Go to Staff
Press New Staff
Select the Role for the staff member:
Admin (full access) ā full access to Taskly, including all settings, bookings, customers, and invoices
Basic (limited access) ā can log in and view their assigned bookings, but has limited access to other areas of Taskly
Info (no login or notifications) ā used to represent a staff member or vehicle on the calendar for assignment purposes only. They will not receive any notifications and cannot log in.
Enter the staff member's First Name and Last Name
Enter their Email address
Optionally enter their Phone number
Set a Calendar Color ā this colour will be used to identify this staff member's bookings on the Taskly calendar
Under Notifications, choose whether to send them Email and/or SMS notifications for booking assignments, reminders, and changes
For Basic staff, set Pricing Roles to control whether they can see job and invoice pricing (see below)/
Press Create
Taskly is billed per seat. Admin and Basic roles each count as one seat. Info roles do not count toward your seat limit ā you can add as many Info team members as you need at no extra cost. Your current usage is shown at the top of the Staff list (e.g. "2/2 users").
Basic staff can be assigned or denied access to pricing information, separate from their other permissions. Set this per staff member from their Edit screen
View Pricing ā Allows staff members to see service prices, quotes, and invoice totals on the bookings they're assigned to.
Adjust Pricing When Completing Jobs ā Allows staff members to adjust line item amounts on jobs they are assigned to when completing a job. They will be able to calculate a total invoice amount based on the line items if this permission is enabled.
Issue Quotes and Invoices ā Allows staff members to issue quotes for booking requests and create adhoc invoices. They will be able to calculate a total invoice amount based on the line items if this permission is enabled.
See Other Staff's Jobs ā Allows staff members to see other staff members jobs, even if they are not assigned to them.
See Unnasigned Jobs ā Allows staff members to see unassigned jobs.
Set this per staff member from their Edit screen.
Go to Staff
Press Edit next to the staff member you would like to update
Make your changes and press Save Changes
Each staff member can be assigned a unique calendar colour so you can quickly identify who is assigned to each job at a glance. Jobs with multiple staff assigned will show multiple colours. Learn how to update staff colours.
