Overview
Use tasks to let your employees know what activities they need to complete on a given day and make sure those activities are completed.
The tasks feature is currently in closed beta and available to select customers only.
Add tasks to lists
In When I Work, tasks are grouped into task lists. Think of a task list like a checklist that your employees must complete.
A task list is a reusable group of tasks that you can assign to any day of the schedule. You might create task lists for specific days, times, teams, or types of activities.
| List Type | Time based |
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| List Type | Activity based |
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| List Type | Team based |
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| List Type | List Examples | Task Examples |
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For instructions, see Setting Up Task Lists.
Schedule task lists
When your task list is ready, you can schedule it to make the tasks visible to your employees. You can set the list to automatically repeat daily or weekly, or you can pick the days it should be active.
For instructions, see Scheduling Task Lists.
Assign individual tasks
Once your task list is scheduled, you have the option to assign tasks to employees that are scheduled to work on that day. Once a task is assigned to a specific person, it’s that person’s responsibility to complete it.
For instructions, see Assigning Tasks.
Employees complete tasks
Any person that is scheduled to work can see and complete tasks scheduled for the day their shift takes place.
Employees use their iPhones and Android phones to complete tasks.
Frequently asked questions
Can I assign tasks to a position?
No. However, you can use the task list name or task description to indicate which position is responsible to complete each activity.
Who can complete tasks?
Anyone that is scheduled to work can see and complete tasks scheduled for the day their shift takes place.
What happens if tasks are not completed on the assigned day?
We’ll automatically send you a summary email each morning that lists uncompleted tasks from the previous day. Users with supervisor, manager, or account holder access privileges will also receive the summary email.
Can I add a single task that isn’t part of a list?
No. If you need an employee to complete a standalone task, we recommend letting that employee know individually by sending a WorkChat, Email, or TeamTxt message.