How Task Lists Work
Applies to Admins, Managers, Supervisors
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- Using Tasks
Using Tasks
From your computer
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Use task lists to let your users know what activities they need to complete on a given day or during their shift. Then monitor the task lists to ensure those activities are completed. Task lists can be created, assigned, and monitored from a computer, iOS device or Android device. Tasks...
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Setting Up Team Task Lists
Create team task lists to capture tasks that need to be completed by your staff. Any user working that day can complete the tasks or specific tasks can be assigned to a user. Team task lists are for activities or duties that are completed collaboratively by the people working that...Applies to Admins, Managers, Supervisors
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Scheduling Team Tasks
When your team task list is ready, you can add it to the schedule to make its tasks visible to your users. You can set the list to automatically repeat daily or weekly, or you can pick the days it should be active. To schedule shift tasks instead, check out...Applies to Admins, Managers, Supervisors
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Setting Up Shift Task Lists
Create shift task lists to capture tasks that need to be completed during a particular shift. Shift task lists can be added on the scheduler to custom shifts and to shift templates. Shift task lists are for duties that are to be completed by a single user during their scheduled...Applies to Admins, Managers, Supervisors
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Scheduling Shift Tasks
When your shift task list is ready, you can add it to shifts to make its tasks visible to your users. You can schedule the list to a single shift or add the list to a shift template to use over and over. To schedule team task lists instead, check...Applies to Admins, Managers, Supervisors
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Monitoring Tasks
You can monitor team and shift task completion and mark tasks complete from your computer. Team tasks can also be monitored from an iOS device or Android device. Monitor daily tasks from the Dashboard or from the Scheduler. Use the Dashboard Dashboard to monitor tasks and mark them complete. Click Dashboard Dashboard....Applies to Admins, Managers, Supervisors
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Assign Team Tasks
After you schedule a team task list, you have the option to assign specific tasks in the list to a user. When a team task is assigned to someone, it is their responsibility to complete. A team task list must be scheduled before you can assign tasks from the list to...Applies to Admins, Managers, Supervisors
From your iPhone or iPad
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Completing Tasks
Tasks let you know which activities need to be completed at your workplace. You can also complete tasks from your Android phone. If you have Supervisor, Manager, or Admin access privileges, you can schedule and monitor tasks from your computer. You must be scheduled to work to view and complete...Applies to Admins, Employees, Managers, Supervisors
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Monitoring Tasks
You can monitor team task completion and mark tasks complete from your mobile device. Tasks can also be monitored from a Computer or on the Android app. Use the Dashboard Dashboard to monitor daily team tasks. From the When I Work Staff Scheduling app for iPhone and iPad, go to the Dashboard...Applies to Admins, Managers, Supervisors
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Setting Up Team Task Lists
Create team task lists to capture tasks that need to be completed by your staff. Any user working that day can complete the tasks or specific tasks can be assigned to a user. Team task lists are for activities or duties that are completed collaboratively by the people working that...Applies to Admins, Managers, Supervisors
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Setting Up Shift Task Lists
Create shift task lists to capture tasks that need to be completed during a particular shift. Shift task lists can be added on the scheduler to custom shifts and to shift templates. Shift task lists are for duties that are to be completed by a single user during their scheduled...Applies to Admins, Managers, Supervisors
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Scheduling Shift Tasks
When your shift task list is ready, you can add it to shifts to make its tasks visible to your users. Shift task lists can also be scheduled from a Computer or Android device. Shift task lists are assigned to shifts on the scheduler or added to a shift template. From the...Applies to Admins, Managers, Supervisors
From your Android phone
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Completing Tasks
Tasks let you know which activities need to be completed at your workplace. You can also complete tasks from your iPhone. If you have supervisor, manager, or admin access privileges, you can add, schedule, and assign tasks from your computer. You must be scheduled to work to view and complete tasks. If you’re scheduled to work and can’t see the tasks your manager added, make sure you have the latest version of the When I Work Scheduling app. From the When I Work Scheduling app, go to the Dashboard. If the Your Next Shift card references Tasks Tasks, there are tasks to complete...Applies to Admins, Employees, Managers, Supervisors
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Monitoring Tasks
You can monitor team task completion and mark tasks complete from your mobile device. Tasks can also be monitored from a Computer or on the iOS app. Use the Dashboard Dashboard to monitor daily tasks. From the When I Work Scheduling app, go to the Dashboard Dashboard. You can see if there are tasks assigned to your current shift. Tap the shift to view the details and tap the Tasks Tasks section to view the tasks for the shift or team. The Tasks page shows which tasks are completed, who completed them, and when they were completed. a. View the Shift Tasks assigned...Applies to Admins, Managers, Supervisors
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Setting Up Team Task Lists
Create team task lists to capture tasks that need to be completed by your staff. Any user working that day can complete the tasks or specific tasks can be assigned to a user. Team task lists are for activities or duties that are completed collaboratively by the people working that day. To assign tasks to a shift, see Setting Up Shift Task Lists. You can also set up team tasks from your Computer or iOS device. From the When I Work Scheduling app, tap More More on the bottom-right. Tap Task Lists. Set up a new team task list...Applies to Admins, Managers, Supervisors
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Setting Up Shift Task Lists
Create shift task lists to capture tasks that need to be completed during a particular shift. Shift task lists can be added on the scheduler to custom shifts and to shift templates. Shift task lists are for duties that are to be completed by a single user during their scheduled shift. For tasks that can be completed by any user working, see Setting Up Team Task Lists. You can also set up shift tasks from a Computer or iOS device. From the When I Work Scheduling app, tap Menu button in the top-left corner of the screen then tap Task...Applies to Admins, Managers, Supervisors
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Scheduling Shift Tasks
When your shift task list is ready, you can add it to shifts to make its tasks visible to your users. Shift task lists can also be scheduled from a Computer or iOS device. Shift task lists are assigned to shifts on the scheduler or added to a shift template. From the When I Work Scheduling app, tap Calendar Scheduler. Tap Add in the bottom-right corner of the screen. If you want to add a one-off shift, tap Custom Shift. If you want to add a shift you frequently schedule, tap one of your shift templates. If you haven’t added shift templates for shifts...Applies to Admins, Managers, Supervisors