Manage areas

Areas divide a location into rooms or stations. They control which tasks an employee sees.

Requirements

• You are signed in as Owner or Leader of the location.
• A location is selected.

Step by Step

Create an area

1. Select Areas in the sidebar.
2. Tap Create.
3. Enter a meaningful Name, for example Kitchen or Storage.
4. Optionally assign employees and tasks.
5. Tap Create.

Edit an area

1. In Areas, select the area you want to change.
2. Tap Edit.
3. Update Name, employees, or tasks.
4. Tap Save.

Delete an area

1. In Areas, select the area.
2. Tap Delete.
3. Confirm with Delete.

Understand area restrictions

• If no areas are assigned to an employee, they can see all tasks.
• If an employee has assigned areas, they only see tasks linked to those areas.
• A task without an area assignment is visible to everyone.

Next Steps

• Invite an employee
• Edit a Task

Tip: Plan areas to match the actual work areas in your business.