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Scheduling Shift Tasks

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When your shift task list is ready, you can add it to shifts to make its tasks visible to your users.

Shift task lists can also be scheduled from a Computer or iOS device.

Scheduling Shift Task Lists

Shift task lists are assigned to shifts on the scheduler or added to a shift template.

Add a Task List to a Shift

  1. From the When I Work Scheduling app, tap Calendar Scheduler.
  2. Tap Add in the bottom-right corner of the screen.
    • If you want to add a one-off shift, tap Custom Shift.
    • If you want to add a shift you frequently schedule, tap one of your shift templates. If you haven’t added shift templates for shifts that regularly occur, create a shift template.
  3. Tap Tasks Add List and select one or more lists.
  4. When finished, tap Checkmark.
    • If you want to save the shift without making it visible to the user, tap Save.
    • If you want to make the shift visible and notify the assigned user based on their alert preferences, tap Save & Publish.

Removing a Task List from a Shift

If you would like to disassociate a shift task list from a shift, remove it from the shift.

  1. From the When I Work Scheduling app, tap Calendar Scheduler.
  2. Tap the shift you would like to edit.
  3. Tap Edit in the top-right corner of the screen.
  4. Tap Tasks Shift Task Lists.
  5. Uncheck lists you would like to remove.
  6. When finished, tap Checkmark.

Updated on September 20, 2023

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