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Create Schedules: How do I assign a Task to my Employee's schedule?

Annie -

Administrators and Managers can create tasks to assign duties to Team Members when creating schedules. In order to assign a task to a shift on the schedule, the tasks must be created first. 

To add a task to a shift:

  • Double-click on the shift you'd like to edit.
  • Enter/edit the Shift Start Time and Shift End Time.
  • Select the tasks you want to enter in the Shift Tasks field.
  • Click Save.

 

If you are editing shifts from the week view, follow similar steps to add the Shift Tasks:

  • Click to edit the Team Member's row.
  • Enter/edit the Shift Start Time and Shift End Time.
  • Select the tasks you want to enter in the Shift Tasks field.
  • Repeat for all applicable days.
  • Click Save.

 

A shift task that has been added will appear on the schedule as shown here:

 

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