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Setting Up Shift Task Lists

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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.

Shift task lists can also be set up from an iOS device or Android device.

Managing shift task lists

Hover over , then select  Task Lists.

Adding a shift task list

Set up a new shift task list to group tasks that need to be completed during a shift.

  1. On the Tasks page, click Add.
  2. Click Shift Tasks as the list type, then click Continue.
  3. Type a name for the task list, then press Enter or Return.
  4. Add tasks:
    1. Click Add task.
    2. Enter a description of the task.
    3. Click Add or press Enter.
    4. Click Next when complete.
  5. Schedule your list. For more information, see Scheduling Shift Tasks.
  6. When you’re finished, click Finish Setup.

Editing a shift task list

You might want to edit a task list if you need to rename it or to add/update/remove a task.

  1. From the Task Lists page, click Shift Tasks.
  2. Click next to the task list.
  3. Update the task list:
    • To rename the task list, click Name.
    • To add a task to the list, click Tasks.
    • To edit a task, click the task name.
    • To delete a task, click the task, then click Delete.
  4. When you’re finished, click Save.

Deleting a shift task list

Delete a task list if you don’t plan to use it in the future and don’t need to keep information about its past use.

Deleting a list removes historical data

Deleting a task list removes it from all shifts and deletes all associated historical task completion data. If you want to keep a record of completed tasks, consider removing the list from future shifts instead of deleting it.

  1. From the Task Lists page, click Shift Tasks.
  2. Click next to the task list.delete task list
  3. Click Delete List to confirm.

Search shift task lists

Use the left sidebar to search for specific shift task lists.

  1. Click the search bar.
  2. Type the name of the shift task list you want to find. The list is filtered to your search criteria automatically.
    search task list

Filter shift task lists

Use the left sidebar to filter shift task lists based on schedules.

  1. Click Schedules .
  2. Click the next to the schedule to deselect it.filter task lists
Updated on October 26, 2022

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