When your team task list is ready, you can add it to the schedule to make its tasks visible to your users. You can set the list to automatically repeat daily or weekly, or you can pick the days it should be active. To schedule shift tasks instead, check out…
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…
Use task lists to let your users know what activities they need to complete on a given day or during their shift. Then monitor the task lists to ensure those activities are completed. Task lists can be created, assigned, and monitored from a computer, iOS device or Android device. Tasks…
Schedules and job sites are powerful tools to help you schedule your team. In this article, we’ll examine both features and help you decide when to use them. A schedule is a way to group users. You add shifts to a schedule. A job site is an optional way to identify a specific location where a shift takes place. When you add a shift to a schedule, you can assign a job site to the shift to let the user know where to go. At the most basic level, a schedule is a way to group users. A schedule might represent…
The dashboard helps you see your upcoming shifts, see who is scheduled today, process requests, take OpenShifts, or customize your availability preferences. You can also clock in for shifts if mobile clock in is enabled. The Dashboard is also available from your computer or iOS device. The items that appear on the dashboard may differ based on your access level (employee, supervisor, manager, or admin) and workplace settings. Your employer has the ability to turn availability preferences on and off. If you don’t see an option to set your availability, it may be disabled for your workplace. The dashboard appears…
Tasks let you know which activities need to be completed at your workplace. You can also complete tasks from your iPhone. If you have supervisor, manager, or admin access privileges, you can add, schedule, and assign tasks from your computer. You must be scheduled to work to view and complete tasks. If you’re scheduled to work and can’t see the tasks your manager added, make sure you have the latest version of the When I Work Scheduling app. From the When I Work Scheduling app, go to the Dashboard. If the Your Next Shift card references Tasks Tasks, there are tasks to complete…
Tasks let you know which activities need to be completed at your workplace. You can also complete tasks from your Android phone. If you have Supervisor, Manager, or Admin access privileges, you can schedule and monitor tasks from your computer. You must be scheduled to work to view and complete…
You can filter shifts by schedules, job sites, positions, tags and users. If you like, you can apply multiple filters at once; in this case, only shifts that match all of the applied filters are displayed. You can also filter the schedule from your computer or iPhone. From the When I Work Scheduling app, tap Schedule Scheduler on the bottom of the screen. Tap Preferences in the top-right corner to view the filter options. The filters screen appears. Tap Schedule. Tap the schedule that you want to view shifts for. Tap Checkmark to save your selection. (Optional) Apply job sites, positions, tags, or…
You can filter shifts by schedules, job sites, positions, tags, and users. If you like, you can apply multiple filters at once; in this case, only shifts that match all of the applied filters are displayed. You can also filter the schedule from your computer or Android phone. From the…
You may need to unpublish a shift if you accidentally published it too early, or if you need to modify the shift without making the changes immediately visible to the user. When you unpublish a shift, the assigned user can no longer see it and the user is not notified. However, the shift is still visible to supervisors, managers, and the admin. You can also unpublish shifts from your computer or Android phone. From the When I Work Staff Scheduling app, tap the Schedule tab at the bottom of the screen. Tap the shift that you need to unpublish. In the…
