Overview

Create team task lists to capture tasks that need to be completed by your staff. Any user working that day can complete the tasks or specific tasks can be assigned to a user.

Team task lists are for activities or duties that are completed collaboratively by the people working that day. To assign tasks to a shift, see Setting Up Shift Task Lists.

You can also set up team tasks from your Computer or iOS device.

Managing team task lists

1. From the When I Work Scheduling app, tap More on the bottom-right.
2. Tap Task Lists.

Adding a Team Task List

Set up a new team task list to group tasks that need to be completed on the assigned day/s.

1. On the Task Lists page, tap .
2. Enter the details for your Team Task List. a. Enter a name for the Team Task List.
   b. Tap Team List
   c. Toggle if the Task List should Repeat. If not, choose a Date for the Team Task List to apply.
   d. Chose the schedule that the list should appear on. See Scheduling Team Tasks for more details.
   e. Tap Add a Task… to enter new tasks to the list
   f. Tap to delete Tasks
   g. Tap to save the Task List
3. When you’re finished, tap .

Editing a Team Task List

You might want to edit a task list if you need to rename it, change when it’s scheduled, or edit the items in the list.

1. From the Task Lists page, tap the task list you want to edit.
2. Make the changes to the Task List.
3. When you’re finished, tap .

Deleting a Team 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 Task Lists page, tap the task list you want to delete.
2. Tap .
3. Tap Delete to confirm.