Monitoring Tasks

From your

Applies to , ,

Overview

You can monitor employee’s team and shift task completion and mark tasks complete from your computer.

Team tasks can also be monitored from your Android or iOS app.

Shift Tasks Beta

The Shift Tasks feature is in Beta testing and is slowly being rolled out to eligible accounts. If you would like to help us test shift tasks, please contact us to find out if your account qualifies.

Monitoring tasks

Monitor employee’s daily tasks from the Dashboard or from the Scheduler.

On the dashboard

Use the Dashboard Dashboard to monitor tasks and mark them complete.

  1. Click Dashboard Dashboard.

  2. In the Today’s Schedule card, click Task Lists.The daily tasks list appears.
  3. Select the schedule for the tasks you want to monitor.
  4. Click the Team Tasks or Shift Tasks tab depending on the tasks you want to monitor.
  5. Click a task list to to see which tasks are completed, who completed them, and when they were completed.
    • Completed tasks have a Checkmark.
    • If you’d like to mark a task complete yourself, just click the task to add a Checkmark.

On the scheduler

Use the Calendar Scheduler to monitor tasks and mark them complete.

  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.The daily tasks list appears.
  3. Select the schedule for the tasks you want to monitor.
  4. Click the Team Tasks or Shift Tasks tab depending on the tasks you want to monitor.
  5. Click a task list to to see which tasks are completed, who completed them, and when they were completed.
    • Completed tasks have a Checkmark.
    • If you’d like to mark a task complete yourself, just click the task to add a Checkmark.
Updated on September 17, 2019

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