PeopleMatter Support: 1-877-354-2266
Monday-Friday 8:30 AM-8:30 PM EST

Knowledge Base

Hi! We've moved the Knowledge Base to make it better for you. Check it out here.

This site isn't being updated anymore but will be available until January 24.

I need help with…

Tasks: How do I create a Task for my schedule? (video)

Annie -

Administrators and Managers can create tasks to assign duties to Team Members when creating schedules.

To create a task:

  • Click WorkSpaces.
  • Under your organization's name, click Administrator.
  • The Administrator WorkSpace or HOME tab will appear.  Click Tasks.

  • Click Add New

  • A form will appear on the right.  Complete the following fields:
    • Status - Ensure the status is set to On.
      • Title is required. 
      • Description is not required, but you can enter one if you like.
      • Units - Assign the units where the task will be applicable.  Choose from All Units or Customize to select specific units. Note, if a Manager selects All Units, the tasks will only apply to all units that the Manager has access to. 
      • Shift Options - There is a checkbox called "Hide shift End Time from Team Members." This means that the Team Member will be scheduled for something like a Closing Task which may not have a finite end point.  The Shift End time would display as To Be Determined on the schedule.
      • Notice that you can create a Spanish version of the task by clicking the Spanish button.
      • When finished, click Save



The new task will appear on list of tasks available on the Tasks page. From here, you can take the following actions:

  • You can edit a task by clicking on the name of the task to make any changes using the sections outlined above. 
  • You cannot delete a task; you can make a task Inactive
  • Administrators can also create tasks from Settings  Select your organization  SCHEDULE/Tasks. If an Administrator chooses All Units when creating a task, the task will apply across the entire organization.  

For additional training on SCHEDULE Tasks, please view the Create Tasks eLearning Lesson: