💡 This function is an add-on. It is only available if it's included in the scope of functions of your employee app.

In the main menu, select the Tasks tile. The task overview shows all your own open and completed tasks. Under Assigned by me you'll find every task you've assigned to other people or groups.

Create a new task

1. Tap + New task.
2. Enter a title and a description.
3. Optionally attach files or images, and set a due date and time.

Tasks can be commented. You can enable or disable comments when creating the task. Note:

• Everyone sees all comments on the task.
• Everyone can delete their own comments. The creator of the task can delete all comments.

Assign a task

1. Select either Assign people or Assign channels. Assigning channels is only available to channel admins.
2. Pick the desired person(s) or channel(s) from the list and tap Done.
3. Tap Create. Your task is now assigned.

Edit a task

Tap the task and choose Edit. When you're done, tap Save.

Recurring tasks

For regular tasks such as weekly safety checks or monthly inventory counts, you can set up a recurring task. Flip will automatically create new instances based on the pattern you choose.

Create a recurring task

1. Create a new task as usual via + New task.
2. Set a due date, then tap Repeat.
3. Pick a pattern: daily, weekly, monthly, or custom.
4. Tap Create. After the due time has passed, Flip generates the next instance automatically. If no time is set, Flip generates the next instance at midnight.

Recurring tasks are marked with a repeat icon in your task list.

Edit a recurring task

The three-dot menu on a recurring task lets you update the recurrence rule. Changes apply to all future instances. Existing tasks remain unchanged.

Stop the recurrence

If you no longer want the task to be created automatically, edit it via the three-dot menu. Remove the repeat options or delete the task. Existing tasks remain unchanged.

Duplicate a task

You can duplicate an existing task to use it as a template for a similar one.

The duplicate function is available via the three-dot menu (desktop) or by long-pressing the task (mobile). The content is copied into the new task screen.

• Title, description and participants are copied over.
• The due date is removed so you can set a new one if needed.

Files are currently not transferred for technical reasons.

Complete a task

In the task overview, tap the white circle next to the task. A green tick appears and the task moves to the Completed section.

Check whether an assigned task is completed

1. In the task overview, open Assigned by me and select the task.
2. The task details show the due date as well as everyone who has already completed the task and who hasn't.
3. Use + Assign others to add more people or groups. Remove existing assignees via the three-dot menu in the assignee list.

Export participant status as CSV

If you've assigned a task to multiple people or a whole channel, you can download the participant status as a CSV file. Useful for reporting up to your manager, following up with individuals, or documenting compliance for tasks that need proof of completion.

The CSV download is available only for tasks you created yourself.

1. Open Tasks in Flip Web and select the task under Assigned by me.
2. In the task details, click the three-dot menu in the top right and choose Download assignee list.
3. The file is saved to your browser's default download folder.

The CSV file contains one row per participant with:

• Name
• Status (Completed, Not started)
• Completion timestamp, if the task has been finished (ISO 8601 in UTC, for example 2026-04-17T13:31:55.858968Z)