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

From the When I Work Scheduling app, tap Menu button in the top-left corner of the screen then tap 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 Tasks.
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 Shift Tasks.
4. Tap the Task List you want to edit.
5. Tap .
6. Tap Delete to confirm.