Overview

After you schedule a task list, you have the option to assign tasks in the list to specific people. When a task is assigned to someone, it is their responsibility to complete.

Things to know before you begin

• A task list must be scheduled before you can assign tasks from the list to specific people.
• A person must be scheduled to work on a given day to be assigned a task on that day.
• When you assign a task to someone, the task is associated with their shift. As a result, the task is automatically reassigned if the shift is swapped, dropped, or reassigned. See frequently asked questions for more details.

Before you begin

• Review How Tasks Work to learn about how to create, schedule, assign, and monitor tasks.
• Schedule one or more task lists for your staff. A task list must be scheduled before you can assign tasks from the list to specific people.

Steps

From your computer, use the Scheduler to assign scheduled tasks to specific people.

1. Click Scheduler at the top of the screen.
2. Go to Week or Day view.
   • If you’re on week view, click next to the date.
   • If you’re on day view, click Tasks.
3. Click the name of the task list that contains the task(s) you want to assign.
   If you don’t see any task lists, you need to schedule a task list.
4. Click Anyone under the task that you want to assign, then click the person who is responsible for completing the task.
   • Only people that are scheduled to work on the selected day can be assigned a task.
   • You can type a person’s name to filter the list of scheduled people.
5. Click Done.

Next steps

Now that you’ve assigned some tasks, you can monitor tasks as your staff complete them throughout the day.

Frequently asked questions

If someone’s shift is updated, reassigned, or deleted, what happens to their assigned tasks?

If someone is deleted from my workplace, what happens to their assigned tasks?