All docs
TeamPro

Staff Mobile View

Mobile-friendly daily screen for tasks, upcoming appointments, and missed calls.

Open feature

What this page is for

Use when staff works from mobile.

How to set it up

  1. 1Give staff dashboard access.
  2. 2Use task assignment.
  3. 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.

Related pages