Assigning Team Tasks

From your

Applies to , ,

Overview

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

Before you begin, review How Tasks Work to learn about the difference between Shift Tasks and Team Tasks.

Considerations

  • A team 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 team task, the task is associated with that employee’s shift. As a result, the task is automatically reassigned if the shift is swapped, dropped, or reassigned. See frequently asked questions for more details.

Assign team tasks

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

  1. Click Calendar Scheduler.

  2. Go to Week or Day view.
    • If you’re on week view, click Tasks next to the date.
    • If you’re on day view, click Tasks  Tasks.
  3. Click the name of the team task list that contains the task(s) you want to assign.
    If you don’t see any task lists, you need to schedule a team 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.

Frequently asked questions

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

Shift ChangeShift swapped or dropped
Assigned Team Task ChangeTasks are assigned to the person that takes the shift
Shift ChangeShift moved to a different time on the same day
Assigned Team Task ChangeNo changes
Shift ChangeShift moved to a different day
Assigned Team Task ChangeTasks are unassigned and can be completed by anyone
Shift ChangeShift converted to an OpenShift
Assigned Team Task ChangeTasks are unassigned while the OpenShift is available, then assigned to the person that takes the OpenShift
Shift ChangeShift deleted
Assigned Team Task ChangeTasks are unassigned and can be completed by anyone
Shift Change Assigned Team Task Change
Shift swapped or dropped Tasks are assigned to the person that takes the shift
Shift moved to a different time on the same day No changes
Shift moved to a different day Tasks are unassigned and can be completed by anyone
Shift converted to an OpenShift Tasks are unassigned while the OpenShift is available, then assigned to the person that takes the OpenShift
Shift deleted Tasks are unassigned and can be completed by anyone

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

Employee ChangeEmployee is deleted and their shifts are moved to OpenShifts
Assigned Team Task ChangeTasks are unassigned while the OpenShift is available, then assigned to the person that takes the OpenShift
Employee ChangeEmployee is deleted and their shifts are deleted
Assigned Team Task ChangeTasks are unassigned and can be completed by anyone
Employee Change Assigned Team Task Change
Employee is deleted and their shifts are moved to OpenShifts Tasks are unassigned while the OpenShift is available, then assigned to the person that takes the OpenShift
Employee is deleted and their shifts are deleted Tasks are unassigned and can be completed by anyone

 

Updated on November 20, 2019

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