Task lists

A task list is a reusable checklist, like Opening duties or Closing cleanup. Add one to a shift and the employee working it sees the tasks on their phone and checks them off.

Create a task list

1. Go to Task Lists and select Add task list. On the mobile app, open Planner and tap Task lists.

2. Give it a Name and an optional Description. If the list belongs to one job, choose an Associated position.

3. Add the tasks. Mark each one Required or Optional.

4. Save the list.

Add tasks to a shift

When you add or edit a shift in the planner, choose a Task list. You can also add or remove individual tasks on one shift without changing the saved list. That shift then shows Tasks customized for this shift.

What your employee sees

The checklist opens 30 minutes before the shift starts. If the store uses the time clock, the employee clocks in to start checking off tasks. If they can’t finish a required task, they say why when they clock out.

Tip

Changing only a shift’s tasks or position doesn’t mean you have to publish the schedule again.

Next step

Add and invite employees