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Scheduling Shift Tasks

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Overview

When your shift task list is ready, you can add it to shifts to make its tasks visible to your users. You can schedule the list to a single shift or add the list to a shift template to use over and over.

To schedule team task lists instead, check out Scheduling Team Tasks.

Shift task lists can also be scheduled from an iOS device or Android device.

Scheduling shift task lists

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

Add a list to a custom shift

  1. Click Scheduler.

  2. Create a shift or click the shift you would like to edit.
  3. Click Shift Tasks Lists and select one or more lists.
  4. Click Save.

Add a list to a shift template

  1. Hover over , then select  Shift Templates.

  2. Create or edit a shift template.
  3. Click Shift Task Lists and select one or more lists.

Removing a list

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

From a shift

  1. Click Scheduler.

  2. Click the shift you would like to edit.
  3. Click X to remove list/s.
    1. Click X next to the list name to remove that specific list.
    2. Click X to the right to remove all assigned lists.
  4. Click Save.

From a shift template

  1. Hover over , then select  Shift Templates.

  2. Click the template you would like to edit.
  3. Click X to remove list/s.
    1. Click X next to the list name to remove that specific list.
    2. Click X to the right to remove all assigned lists.
  4. Click Save.
Updated on October 26, 2022

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