Manager Mode on Mobile

Learn how to use manager features on the mobile app, including team oversight and content creation.

2 min readUpdated 6 days ago
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Managers and owners have access to additional features on the mobile app, including team oversight and the ability to create content.

Team Overview Mode

Managers can switch between viewing their own tasks and seeing the full team's tasks.

To switch to team view:

  1. Go to the Tasks tab

  2. Tap the toggle at the top (My Tasks / Team)

  3. Select "Team" to see all team members' tasks

In team view, you can:

  • See each team member's assigned tasks

  • View task completion status

  • Identify bottlenecks or overdue items

  • Reassign tasks if needed

Creating Content

Managers can create content directly from the mobile app:

Quick Tasks

Create ad-hoc tasks for team members from the Tasks tab. Tap "+" and fill in the details.

Knowledge Articles

Add new training materials or procedures from the Knowledge tab. Tap "+" to create a new article.

Add new allergen-labeled menu items from the Knowledge tab → Menu section.

Quick Reporting Actions

Managers have additional options in the Report tab:

  • Schedule maintenance jobs with tradesperson details

  • Add new COSHH products to the chemical inventory

  • Create new allergen menu items

Web Dashboard Access

For full administrative control, managers can access the web dashboard. Go to Profile → Web Dashboard to open a link to the admin panel.

The web dashboard provides additional features not available on mobile, including:

  • Bulk document management

  • Routine template configuration

  • Staff permissions and roles

  • Billing and subscription management

  • Advanced reporting and analytics

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