How Task Lists Work
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Applies to Admins, Managers, Supervisors
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Scheduling
Using Tasks
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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...From your Computer
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...From your Computer
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...From your Computer
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 to monitor tasks and mark them complete. Click Dashboard. In the Today’s Schedule card, click Task Lists.The daily tasks list appears. Select the schedule for the tasks you want to monitor. Click the Team Tasks or Shift Tasks tab depending on the tasks you want to monitor. Click a task list to to see which tasks are completed, who completed...From your Computer
Applies to Admins, Managers, Supervisors