1. Home
  2. Scheduling
  3. Using Tasks
  4. Scheduling Shift Tasks

Scheduling Shift Tasks

From your

Applies to , ,

Overview

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

Was this article helpful?

Related Articles

Still Need Help?

Open a ticket with our customer care team.

Submit a Ticket