Setup Connecteam Forms & Workflow for LEAFE’S
Budget / SalaryA$10–30
TypeFreelance project
LocationRemote
Posted1 hour ago
Freelance Job: Connecteam Forms & Workflow Setup for LEAFE’S
Job title: Connecteam Specialist – Staff Forms, Workflows & Notifications
Business: LEAFE’S
Location: Remote – Worldwide
Engagement: Freelance / fixed-price project
About the project
LEAFE’S is looking for an experienced Connecteam specialist to build and configure a complete set of digital staff forms and internal workflows.
We want to manage staff submissions, notifications, approvals, follow-ups and records entirely within Connecteam. We do not want to use monday.com or any other external task-management platform.
The forms must be easy for staff to complete on their phones and straightforward for management to review.
Scope of work
The freelancer will create and configure the following eight forms:
1. Customer Inquiry Form – Record customer questions, product requests, contact details and required follow-up.
2. End-of-Day Cash & Sales Report – Record daily sales, opening float, expenses, expected closing cash, actual cash counted and discrepancies.
3. Stock Replenishment Request – Allow staff to request stock, record quantities and urgency, and submit requests for manager approval.
4. Pop-Up Opening & Pack-Down Checklist – Digital opening and closing checklists for LEAFE’S pop-up locations, including stock, displays, equipment and photographs.
5. New Product Ideas Form – Allow staff to suggest products and record descriptions, estimated costs, selling prices and management decisions.
6. 3D Printing Job Request – Capture print requirements, quantities, colours, materials, deadlines, job status and completion details.
7. Supported Employment Inquiry Referral – Record employment enquiries and assign follow-up to authorised team members, with appropriate privacy restrictions.
8. Management Action & Follow-Up Form – Record issues, assigned responsibilities, due dates, actions taken and completion status.
Required Connecteam configuration
The freelancer must:
* Build all eight forms directly in Connecteam.
* Configure field types, required fields and conditional questions where supported.
* Set up manager-only fields, approvals and access permissions where available.
* Configure notifications for new submissions, assigned actions, urgent issues, pending approvals and overdue follow-ups.
* Set up a process for management to review submissions, track outstanding actions and record resolutions within Connecteam.
* Configure automatic calculations for the cash report where supported.
* Use photo uploads, checklists and signatures where appropriate.
* Make forms mobile-friendly and simple for staff to use.
* Test each form from submission through to management review and closure.
* Provide a short handover guide and demonstrate how to edit forms, manage submissions and maintain workflows.
Important requirements
Connecteam must be the only operational platform used for this project.
Do not propose monday.com, Airtable, Trello, Asana, spreadsheets as a separate tracking system, or other external workflow platforms.
Before starting, confirm which features are available on our current Connecteam account and identify any plan limitations. Do not promise integrations or automation features without verifying that they are supported.
Supported employment enquiry records must have restricted access for authorised personnel only. Avoid collecting unnecessary medical information or sensitive participant documents.
Deliverables
* Eight completed Connecteam forms.
* Configured permissions, notifications and approvals where available.
* Cash-report calculations where supported.
* A tested internal process for tracking and closing follow-up actions.
* Staff and management instructions.
* A final walkthrough and list of any features requiring a Connecteam plan upgrade.
Ideal freelancer
You should have:
* Demonstrable experience configuring Connecteam forms.
* Experience with digital checklists, approval workflows and staff notifications.
* Strong attention to detail and privacy.
* The ability to explain the setup clearly to a small business.
* Examples of similar Connecteam projects, if available.
When applying, please answer these questions
1. How many Connecteam forms have you built for other businesses?
2. Can you complete all eight forms using Connecteam alone?
3. Which features require a paid Connecteam plan?
4. What is your fixed price and estimated completion time?
5. What testing, training and handover are included?
6. Can you provide examples of previous Connecteam work?
Please quote for the complete project, with any optional extras and plan upgrades identified separately.
Job title: Connecteam Specialist – Staff Forms, Workflows & Notifications
Business: LEAFE’S
Location: Remote – Worldwide
Engagement: Freelance / fixed-price project
About the project
LEAFE’S is looking for an experienced Connecteam specialist to build and configure a complete set of digital staff forms and internal workflows.
We want to manage staff submissions, notifications, approvals, follow-ups and records entirely within Connecteam. We do not want to use monday.com or any other external task-management platform.
The forms must be easy for staff to complete on their phones and straightforward for management to review.
Scope of work
The freelancer will create and configure the following eight forms:
1. Customer Inquiry Form – Record customer questions, product requests, contact details and required follow-up.
2. End-of-Day Cash & Sales Report – Record daily sales, opening float, expenses, expected closing cash, actual cash counted and discrepancies.
3. Stock Replenishment Request – Allow staff to request stock, record quantities and urgency, and submit requests for manager approval.
4. Pop-Up Opening & Pack-Down Checklist – Digital opening and closing checklists for LEAFE’S pop-up locations, including stock, displays, equipment and photographs.
5. New Product Ideas Form – Allow staff to suggest products and record descriptions, estimated costs, selling prices and management decisions.
6. 3D Printing Job Request – Capture print requirements, quantities, colours, materials, deadlines, job status and completion details.
7. Supported Employment Inquiry Referral – Record employment enquiries and assign follow-up to authorised team members, with appropriate privacy restrictions.
8. Management Action & Follow-Up Form – Record issues, assigned responsibilities, due dates, actions taken and completion status.
Required Connecteam configuration
The freelancer must:
* Build all eight forms directly in Connecteam.
* Configure field types, required fields and conditional questions where supported.
* Set up manager-only fields, approvals and access permissions where available.
* Configure notifications for new submissions, assigned actions, urgent issues, pending approvals and overdue follow-ups.
* Set up a process for management to review submissions, track outstanding actions and record resolutions within Connecteam.
* Configure automatic calculations for the cash report where supported.
* Use photo uploads, checklists and signatures where appropriate.
* Make forms mobile-friendly and simple for staff to use.
* Test each form from submission through to management review and closure.
* Provide a short handover guide and demonstrate how to edit forms, manage submissions and maintain workflows.
Important requirements
Connecteam must be the only operational platform used for this project.
Do not propose monday.com, Airtable, Trello, Asana, spreadsheets as a separate tracking system, or other external workflow platforms.
Before starting, confirm which features are available on our current Connecteam account and identify any plan limitations. Do not promise integrations or automation features without verifying that they are supported.
Supported employment enquiry records must have restricted access for authorised personnel only. Avoid collecting unnecessary medical information or sensitive participant documents.
Deliverables
* Eight completed Connecteam forms.
* Configured permissions, notifications and approvals where available.
* Cash-report calculations where supported.
* A tested internal process for tracking and closing follow-up actions.
* Staff and management instructions.
* A final walkthrough and list of any features requiring a Connecteam plan upgrade.
Ideal freelancer
You should have:
* Demonstrable experience configuring Connecteam forms.
* Experience with digital checklists, approval workflows and staff notifications.
* Strong attention to detail and privacy.
* The ability to explain the setup clearly to a small business.
* Examples of similar Connecteam projects, if available.
When applying, please answer these questions
1. How many Connecteam forms have you built for other businesses?
2. Can you complete all eight forms using Connecteam alone?
3. Which features require a paid Connecteam plan?
4. What is your fixed price and estimated completion time?
5. What testing, training and handover are included?
6. Can you provide examples of previous Connecteam work?
Please quote for the complete project, with any optional extras and plan upgrades identified separately.
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