How Tasks Work (Beta)

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Applies to , ,

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.

Tasks is currently in closed beta

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 TypeTime based
List Examples
  • Opening
  • Closing
  • Wednesday
Task Examples
  • Sweep floor
  • Lock up
  • Take out trash
List TypeActivity based
List Examples
  • Restocking
  • Cleaning
Task Examples
  • Unload produce
  • Mop kitchen floor
List TypeTeam based
List Examples
  • Front of house
  • Back of house
Task Examples
  • Fold napkins
  • Clean the range
List Type List Examples Task Examples
Time based
  • Opening
  • Closing
  • Wednesday
  • Sweep floor
  • Lock up
  • Take out trash
Activity based
  • Restocking
  • Cleaning
  • Unload produce
  • Mop kitchen floor
Team based
  • Front of house
  • Back of house
  • Fold napkins
  • Clean the range

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.

Add list to schedule

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.

Assign a task

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.Employee tasks

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.

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.

Updated on April 30, 2018

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