Work Areas & Tasks

Create a work area

Add a new job site from Work Areas on the web or in the Crewly app.

AdminWeb & Mobile App3 min read

Overview

Create a work area before employees can check in at that site in the Crewly app. Admins can create sites on the web dashboard or in the mobile app.

Step-by-step

  1. Web: open Work Areas → Add work area. App: open Areas → add a work area.
  2. Enter the work area / client site name and address.
  3. Set the geofence radius.
  4. Assign employees.
  5. Add optional description, priority, status, and documents (web is richest for documents).
  6. Save / create the work area.

What happens next

Assigned employees see the site in the Crewly app under Areas after refresh.

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