Understand what a hierarchy is and why it matters in Taskr.
Configure hierarchy levels (containers and workspaces).
Add and activate workspaces within your hierarchy.
Recognise how the hierarchy controls user access to data and reports.
Video Overview
In this micro-learning video, you will learn how to configure your business hierarchy in Taskr. The hierarchy is a logical representation of how your workspaces (such as stores, shops, branches, or venues) are grouped and how they relate to one another. The video walks you through creating containers and workspaces, activating workspaces for staff access, and understanding how the hierarchy controls user permissions across tasks and reports.
