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 on the assigned day/s.
- On the Task Lists page, tap .
- Enter a name for the list, then choose Team List.
- Schedule your list:
- Toggle Repeats off/on.
- Select Day or Week from the Repeats Every menu.
- Select the schedules for the list. See Scheduling Team Tasks for more details.
- Add tasks:
- Tap Add a task , then enter a description of the task.
- Repeat for each new task.
- 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 Task Lists page, tap the task list you want to edit.
- Update the task list:
- To rename the task list, tap Name.
- To add a task to the list, tap
- Add a task
- To edit a task, tap the task name.
- To delete a task, tap next to the task.
- To schedule the task list, tap Every. See Scheduling Team Tasks for more details.
- 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.
- From the Task Lists page, tap the task list you want to delete.
- Tap .
- Tap Delete to confirm.