All docsOpen feature
TeamPro
Staff Mobile View
Mobile-friendly daily screen for tasks, upcoming appointments, and missed calls.
What this page is for
Use when staff works from mobile.
How to set it up
- 1Give staff dashboard access.
- 2Use task assignment.
- 3Open from phone browser.
Demo workflow
Staff Mobile View workflow demo
A workspace user opens Staff Mobile View and needs to understand what action to take.
1
Open the page
Go to Staff Mobile View from the sidebar or this docs page.
2
Check the state
Read the cards, empty-state message, filters, or table rows to understand current status.
3
Take action
Use the related setup page, action button, or linked workflow to complete the next step.
The user knows what the page does and which action moves the workflow forward.