Overview

Create shift task lists to capture tasks that need to be completed during a particular shift. Shift task lists can be added on the scheduler to custom shifts and to shift templates.

Shift task lists are for duties that are to be completed by a single user during their scheduled shift. For tasks that can be completed by any user working, see Setting Up Team Task Lists.

You can also set up shift tasks from a Computer or iOS device.

Managing Shift Task Lists

Adding a Shift Task List

Set up a new shift task list to group tasks that need to be completed during the assigned shifts.

1. From the When I Work Scheduling app, Tap More on the bottom-right.
2. Tap Task Lists. 
3. Tap .
4. Enter the Task list details.a. Enter a name for the Task List
   b. Tap Shift List
   c. (Optional) Select if your Task List should be applied to Shift Templates
   d. Tap Add a Task… to enter new tasks to the list
   e. Tap to delete Tasks
   f. Tap to save the Task List
5. When you’re finished, tap .

Editing a Shift Task List

You might want to edit a task list if you need to rename it, change when it’s scheduled, or add/update/remove a task.

1. From the When I Work Scheduling app, Tap More on the bottom-right.
2. Tap Task Lists.
3. Tap Shift to access shift task lists.
4. Tap the Task List you want to edit.
5. Make the changes to the Shift Task List.
6. When you’re finished, tap .

Deleting a shift task list

Delete a task list if you don’t plan to use it in the future and don’t need to keep information about its past use.

1. From the When I Work Scheduling app, Tap More on the bottom-right.
2. Tap Task Lists.
3. Tap
4. Shift to access shift task lists.
5. Tap the Task List you want to edit.
6. Tap .
7. Tap Delete to confirm.