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Shift Tasks

Create tasks for your employees to complete during their scheduled shifts and follow task completion progress in real time!

Amir Elharar avatar
Written by Amir Elharar
Updated over a week ago

Our powerful Job Scheduler makes it effortless to create shifts or dispatch jobs for your team and make sure they have all the information they need regarding their shift right in their mobile app. With the ability to set up shift tasks for each shift, you'll be able to achieve more from each scheduled shift you have on your scheduler and improve your employees' productivity during their shifts!

Shift tasks can be created for a single employee's shift or for a team who is working the same shift hours. Either way, they are both quick and easy to create!

In this article, we will cover:

Creating a task: step by step

In order to create a task, simply follow these steps:

  1. Access the Job Scheduler on your dashboard

  2. Create a new shift or access an existing shift

  3. Under the shift's window > head over to the shift tasks tab

  4. Click on the "Add new task" button to add your first task

  5. Repeat this process to add as much tasks that you need!

GIF of admin creating shift tasks in Connecteam's Job Scheduler dashboard

Creating shift tasks for a team

In order to create shift tasks for a team, make sure you assign your shift for a multiple number of employees and follow the steps as shown above in order to create the tasks!

Screenshot of admin creating shift tasks for a team in Connecteam's Job Scheduler dashboard
  • Pro tip: if you want to see more data regarding the completed task, simply hover with your mouse above the tasks to view more data!

Screenshot of data view for shift tasks in Connecteam's Job Scheduler admin dashboard

How do shift tasks look from the user's side

On the app shift tasks and their completion statuses will be shown Both on their weekly schedule and inside a shift, pinned to the bottom of the shift's page, as shown in the screenshots below!

Screenshots of shift tasks shown on the bottom of the shift's page for users on the mobile app in Connecteam's Job Scheduler

In addition, once a user clicks on the tasks button, they'll be able to check the task and view the completion status change both on shift's page and on their weekly schedule

Screenshot of shift tasks completion status for users on mobile app in Connecteam's Job Scheduler feature

How to monitor the progress on your shift tasks

You can monitor the completion progress on your shift tasks either by notifications or by visually viewing it on your scheduler's display.

  • Monitoring by notifications: in order to set up your notifications, simply access the Job Scheduler > click on options > settings > notifications > decide which notifications you'd like to receive regarding shift tasks

GIF of notifications settings for Connecteam's Job Scheduler admin dashboard
  • Monitoring by viewing your Job Scheduler: whether its on your dashboard or on your mobile app, you can monitor the progress of your shift tasks by viewing your shifts in your Scheduler.

GIF of monitoring shift tasks in Connecteam's Job Scheduler admin dashboard

Please note that our Shift tasks are available from the basic plan and above!

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