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.
- From the When I Work Scheduling app, Tap More on the bottom-right.
- Tap Task Lists.
- Tap .
- 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 - 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.
- From the When I Work Scheduling app, Tap More on the bottom-right.
- Tap Task Lists.
- Tap Shift Tasks.
- Tap the Task List you want to edit.
- Make the changes to the Shift Task List.
- 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.
Deleting a task list removes it from all schedules and deletes all associated historical task completion data. If you want to keep a record of completed tasks, consider removing the list from future schedules instead of deleting it.
- From the When I Work Scheduling app, Tap More on the bottom-right.
- Tap Task Lists.
- Tap Shift Tasks.
- Tap the Task List you want to edit.
- Tap .
- Tap Delete to confirm.