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Tasks in Pebb: A Complete Guide to Assigning Work, Tracking Progress, Due Dates, Privacy, and Team Task Management

Learn how to use Pebb’s Tasks feature to create public or private tasks, assign people, set due dates, track completion, manage permissions, and keep team work organized inside Spaces from web or mobile.

Pebb’s Tasks feature helps teams create, assign, and manage work inside a Space. It gives managers and employees a simple way to track what needs to be done, who owns it, when it is due, and whether it has been completed.

Tasks are available on both web and mobile, so employees can view assigned tasks, complete tasks, check due dates, and stay updated from the Pebb mobile app. Managers can create tasks, assign people, set privacy rules, add deadlines, and keep the team moving without needing a separate task management tool.

Like many Pebb features, Tasks live inside a Space. That means each team, branch, department, project, or location can have its own task list. A company can create one task area for the New York store, another for the Boston branch, another for Housekeeping, another for Construction Site A, and another Space for Everyone.

This keeps work organized and relevant. Employees only see the tasks that belong to the Spaces they are part of, or the private tasks assigned to them.


What are Tasks used for?

Tasks are used to turn work into clear, trackable action items.

Instead of relying on verbal reminders, chat messages, sticky notes, or long email threads, teams can create tasks with owners and due dates.

Teams use Tasks for:

Shift preparation
Opening and closing checklists
Employee onboarding steps
Schedule review reminders
Store setup work
Restaurant prep tasks
Hotel room or maintenance follow-ups
Construction site action items
Warehouse inventory checks
HR follow-ups
Manager reminders
Team meeting preparation
Profile completion reminders
Training tasks
Operational handoffs
Small daily to-dos
Branch-level assignments
Company-wide action items

The goal is simple: if something needs to get done, assign it as a task so the right person knows what to do.


Tasks live inside Spaces

Tasks are a Space feature.

A Space is a dedicated area in Pebb for a specific group of people. A Space can represent a branch, location, department, team, job site, project, or company-wide group.

Because Tasks live inside Spaces, each group can manage its own work.

For example:

A retail company can create one Space for each store and assign local store tasks.

A restaurant can create a Kitchen Space for prep tasks and a Front-of-House Space for service tasks.

A hotel can create Spaces for Housekeeping, Front Desk, Maintenance, and Everyone.

A construction company can create one Space per job site and assign site-specific work.

A warehouse can create Spaces for Inventory, Loading, Night Shift, and Operations.

The Everyone Space can be used for company-wide tasks, such as completing profiles, reviewing policies, or preparing for an all-hands meeting.


Main Tasks screen

The main Tasks screen shows the tasks available inside the selected Space.

The screen includes:

All tasks filter
Status filter
Refresh button
Create Task button
Task list
Assigned person avatar
Completion icon
Task details


All tasks filter

The All tasks dropdown helps users filter which tasks they see.

This is useful when there are many tasks in the Space.

Depending on setup, users may be able to view all tasks, tasks assigned to them, or other filtered task groups.

For example, a manager may want to review every task in the Space, while an employee may only care about tasks assigned to them.


Status filter

The Any status dropdown helps users filter tasks by completion status.

This is useful when managers want to focus on unfinished work or when employees want to see what still needs attention.

For example:

Open tasks
Completed tasks
Overdue tasks
Any status

The screenshot shows several tasks, including one completed task marked with a green check.


Refresh button

The refresh icon reloads the task list.

Use it when tasks were added, completed, edited, or deleted and you want to see the latest version.


Create Task button

The Create Task button opens the Create Task window.

This is where authorized users can create a new task, assign it to people, set privacy, and add a due date.


Task list

Tasks appear as rows in the task list.

Each task row can include:

Task title
Assigned person avatar
Completion button or checkmark
Task status

Example tasks shown:

Review this week’s schedule
Prepare for team meeting
Complete team profile setup


Task title

The task title should clearly explain what needs to be done.

Examples:

Review this week’s schedule
Prepare for team meeting
Complete team profile setup
Clean front desk area
Upload tax documents
Check inventory count
Inspect room 204
Review safety policy
Confirm shift availability
Submit closing checklist
Call supplier
Fix broken shelf
Prepare weekly sales report

A good task title should be short, direct, and action-based.


Assigned person avatar

The avatar shows who the task is assigned to.

This makes it easy to scan the list and understand who owns each task.

For example, if a task shows James Chen’s profile photo, James is responsible for that task.


Completion icon

The circle or check icon on the right side is used to mark a task as completed.

When a task is not done yet, it may appear as an empty circle.

When a task is complete, it shows a green checkmark.

This gives managers and employees a quick visual way to track progress.


Opening a task

Clicking a task opens the task details window.

The task details view can show:

Task title
Description
Privacy status
Space name
Due date
Task owner
Assigned people
Delete button
Close button

Example:

Review this week’s schedule

“Check the shift schedule and confirm your availability for the upcoming week.”

Public task
Team Hub
Past Due at May 4, 8:25 PM
Task owner: Thomas Miller
Assigned people: James Chen


Task title

The task title appears at the top of the details window.

This is the main action item.

Example:

Review this week’s schedule


Description

The description gives more context about the task.

Example:

“Check the shift schedule and confirm your availability for the upcoming week.”

Descriptions are useful when the title alone is not enough.

Other examples:

“Please review the new food safety guide before your next shift.”

“Upload your completed tax documents by Friday.”

“Check room 304 and report any maintenance issues.”

“Make sure the front entrance is clean before opening.”

“Review the equipment checklist before starting work on Site B.”


Privacy status

The task details show whether the task is public or private.

Example:

Public task

Privacy controls who can see the task.


Space name

The task details show which Space the task belongs to.

Example:

Team Hub

This helps users understand where the task came from, especially if they belong to multiple Spaces.


Due date

The due date shows when the task should be completed.

If the task is overdue, Pebb clearly marks it as past due.

Example:

Past Due at May 4, 8:25 PM

This helps employees know what needs urgent attention and helps managers follow up on late tasks.


Task owner

The Task Owner is the person who created or owns the task.

The task owner section can show:

Profile photo
Name
Username or handle
Role or title

Example:

Thomas Miller
@contact · Manager

This tells employees who assigned the task and who to ask if they have questions.


Assigned people

The Assigned People section shows who is responsible for completing the task.

A task can be assigned to one person or multiple people.

For example:

A manager can assign one employee to review a schedule.

A team lead can assign three employees to prepare for a store opening.

An HR admin can assign all new employees to complete profile setup.


Delete task

The trash icon deletes the task.

This should be used carefully, especially if the task has already been assigned or completed.


Close button

The X closes the task details window.


Creating a task

Click Create Task to open the Create Task window.

The Create Task window includes:

Title
Description
Privacy Settings
Private task
Public task
Assign people
Assigned people list
Due date
Create Task button
Close button


Title

The Title field is where the task name is entered.

Examples:

Review this week’s schedule
Prepare for team meeting
Complete team profile setup
Submit safety checklist
Upload signed policy
Clean the lobby
Check inventory
Prepare dinner station
Inspect job site equipment
Send weekly update

The title should describe the action clearly.


Description

The Description field is optional.

Use it to explain what needs to be done, why it matters, or what the employee should check.

Examples:

“Check the shift schedule and confirm your availability for the upcoming week.”

“Please complete your profile with your phone number, photo, and job title.”

“Review the safety guide before arriving at the job site.”

“Prepare all documents needed for tomorrow’s team meeting.”

“Make sure the closing checklist is completed before leaving.”


Privacy Settings

Privacy settings control who can see the task.

Pebb supports both Private tasks and Public tasks.


Private task

A Private task is visible only to the task owner and the assigned people.

This is useful for sensitive or personal work.

Examples:

HR asks an employee to upload a missing document.

A manager assigns a private follow-up to one team member.

An employee gets a personal onboarding task.

A supervisor assigns a performance-related action item.

A team lead asks one employee to complete a profile update.

Private tasks keep the task focused and only visible to the people involved.


Public task

A Public task is visible to members of the Space.

This is useful when the task is relevant to the whole team or when transparency helps.

Examples:

Prepare for team meeting
Review this week’s schedule
Clean the shared kitchen
Complete store opening checklist
Prepare inventory count
Review updated safety rules
Set up event space

Public tasks help the team see what is happening and who owns what.


Assign people

The Assign people + button lets the task creator choose who should complete the task.

Assigned users appear under the assignment section.

The screenshot shows one assigned person.

A task can be assigned to one person or multiple people, depending on the workflow.

Examples:

Assign one employee to review their schedule.

Assign two managers to prepare a meeting.

Assign all new hires to complete onboarding steps.

Assign the maintenance team to inspect equipment.

Assign the closing team to complete the end-of-day checklist.


Assigned people list

After people are assigned, their profile photos appear under the assignment section.

The number shows how many people are assigned.

Example:

(1)

This helps the creator confirm that the right people were added before creating the task.


Due date

The Due date section is optional.

It includes:

Date field
Time field

A due date helps employees know when the task should be completed.

For example:

May 4, 8:25 PM

A task without a due date can still be created, but due dates are useful when timing matters.

Examples:

Complete before your shift starts.

Submit by Friday.

Review before the team meeting.

Finish before store opening.

Complete by the end of the day.


Date picker

The calendar icon lets the user select a due date.


Time field

The time field lets the user set a specific due time.

This is useful for tasks that need to be completed before a certain hour.

For example:

Before a meeting
Before a shift
Before store opening
Before payroll closes
Before a site inspection


Create Task

The Create Task button saves the task and adds it to the Space task list.

Assigned people can then see the task, including from mobile.

Depending on notification behavior, assigned users may also receive a notification so they know a new task was created for them.


Close button

The X closes the Create Task window without creating the task.


Completing a task

A task can be completed by clicking the completion circle or check icon.

When completed, the task shows a green checkmark.

This helps managers quickly see which tasks are done and which still need attention.

For example:

“Complete team profile setup” appears with a green check, showing it has been completed.


Public vs private task examples

Public task example

A manager creates a public task:

Prepare for team meeting

Description:

“Please review this week’s goals before tomorrow’s meeting.”

Because it is public, members of the Space can see the task and understand what the team is preparing for.


Private task example

A manager creates a private task:

Complete team profile setup

Description:

“Please add your photo, phone number, and job title.”

Only the task owner and the assigned employee can see it.

This is better for personal tasks that do not need to appear to the entire team.


Task notifications

Tasks support notifications so the right people know when work is assigned or updated.

Notifications are especially useful when:

A new task is assigned
A task has a due date
A task is close to being overdue
A task is overdue
A manager needs someone to complete work before a shift or meeting

Employees can receive updates from Pebb on mobile, helping frontline teams stay aware even when they are not at a desktop.

For example:

A hotel maintenance worker can receive a mobile notification about a repair task.

A restaurant employee can get a reminder to complete a closing checklist.

A retail employee can see a task to review the weekly schedule.

A construction worker can be assigned a safety checklist before arriving on site.


Tasks on mobile

Tasks are available on the Pebb mobile app.

Employees can:

View tasks assigned to them
Open task details
Read descriptions
Check due dates
Complete tasks
See whether a task is public or private
Receive task notifications
Track work inside the relevant Space

Managers can also create and review tasks from mobile, depending on permissions.

This is especially useful for frontline teams. Employees do not need to open a laptop to know what needs to be done.


Tasks permissions

Pebb allows admins to control who can create and modify tasks inside each Space.

Inside Space settings, admins can enable Tasks and configure permissions.


Tasks toggle

The Tasks toggle turns the Tasks feature on or off inside the Space.

The feature description says:

“Create, assign, and manage space tasks”

When enabled, members can use task management according to the permissions set for that Space.


Use default permissions

When enabled, Pebb uses the default Space permissions.

When disabled, admins can customize task permissions.


Create tasks

Controls who can create new tasks in the Space.

Available options can include:

Everyone
Admins & Managers
Admins Only

In the screenshot, Create tasks is set to Everyone.

This is useful for collaborative Spaces where team members can assign work, reminders, or follow-ups to each other.


Modify tasks

Controls who can edit or delete existing tasks.

In the screenshot, Modify tasks is set to Admins Only.

This helps protect tasks from accidental changes or deletion.

For many companies, it makes sense to let employees create tasks while keeping task modification limited to managers or admins.


Common use cases

Retail stores

Retail stores can use Tasks for opening work, closing work, schedule reminders, inventory checks, customer follow-ups, and merchandising updates.

Example:

A store manager creates a public task:

Review this week’s schedule

Description:

“Check the shift schedule and confirm your availability for the upcoming week.”

The task is assigned to the team lead and has a due date before the week starts.


Restaurants

Restaurants can use Tasks for kitchen prep, cleaning, menu training, closing duties, and shift handoffs.

Example:

A manager creates a task for the closing team:

Complete kitchen closing checklist

Description:

“Clean the prep area, check fridge temperatures, and confirm trash was removed.”

Assigned employees can complete it from mobile before leaving.


Hotels

Hotels can use Tasks for housekeeping follow-ups, front desk reminders, maintenance requests, guest preparation, and department checklists.

Example:

A front desk manager creates a public task:

Prepare for monthly all-hands

Description:

“Review guest feedback notes and bring one improvement idea.”

The task is assigned to department leads.


Construction companies

Construction companies can use Tasks for site preparation, safety checks, equipment inspection, document review, and project follow-ups.

Example:

A site supervisor creates a private task:

Inspect scaffolding before start

Description:

“Check the north side scaffolding before the morning crew begins.”

The task is assigned to a field manager with a due time before work starts.


Warehouses

Warehouses can use Tasks for inventory counts, loading dock checks, equipment inspections, damaged goods follow-ups, and shift handovers.

Example:

A warehouse manager creates a task:

Check inventory count

Description:

“Confirm pallet count in Zone B before 3 PM.”

The task is assigned to the inventory team.


Office teams

Office teams can use Tasks for meeting preparation, onboarding, HR follow-ups, team reminders, and project coordination.

Example:

A manager creates a private task:

Complete team profile setup

Description:

“Please add your profile photo, phone number, and role.”

The employee marks it complete when done.


Best practices for using Tasks in Pebb

Create tasks inside the Space where the work actually happens.

Use clear, action-based task titles.

Add descriptions when the task needs context.

Use due dates for anything time-sensitive.

Use private tasks for personal, HR, or sensitive follow-ups.

Use public tasks when the whole Space should know what is happening.

Assign tasks to the right person or group of people.

Use the status filter to focus on incomplete or overdue work.

Check completed tasks before following up manually.

Limit modify permissions if you want to prevent accidental edits or deletions.

Encourage employees to use the mobile app so tasks are visible during the workday.

Use tasks together with News Feed, Shifts, Forms, Wiki, and Events to turn updates into action.


Why teams use Tasks in Pebb

Tasks in Pebb give teams a simple way to manage work inside the same app they already use for communication and operations.

Managers can create tasks, assign people, set due dates, choose privacy settings, and track completion.

Employees can see what they need to do, understand when it is due, and mark it complete from web or mobile.

Because Tasks live inside Spaces, every branch, department, team, or job site can manage its own work without mixing everything together.

For frontline and office teams, Pebb Tasks help turn daily work into clear action instead of scattered reminders.

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