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To activate a draft or inactive task list: When you're done updating your list or want to save any changes, click on 'Save.'ĥ. Then, click on 'Save & Publish' to make the list live and available to employees. Alternatively, click 'Save as inactive' if you would like to continue building your list and post it to employees later. ⚠️TIP: To change the order of your tasks, simply hover your mouse on the left side of the task, then click and hold to drag and drop them in the desired sequence.Ĥ. Be sure to click 'Save' after making changes to each task. They will be unable to upload any photos / files.ģ.

Employees will be prompted to take a single photo using the device’s camera in order to complete the task.

⚠️If the 'Photo' option is selected, the device you have set up as yourħtasks terminal will require a built-in camera. The default task 'Type' is with a 'Checkmark', but employees can mark a task as complete by using the following options: Under the 'Type' dropdown choose how this task will be recorded as complete by employees. To see how this looks for Employees on the 7tasks mobile app,ġ. Enter the new task name in the blank field at the bottom of the list.Ģ. If you click on 'Task details' you can add a description along with your task name, if needed. The task list name will be displayed directly to Employees to describe the tasks within it needing to be completed. You are now ready to add tasks to your new task list! ⚠️If an Employee is assigned to a task list, that person is the only one who can see the list, in addition to Admins and Managers that can see / edit lists.ĥ. After choosing who the list will be for, click 'Save & Add Tasks' at the bottom of the page. (See the step above to assign a list to multiple employees). If assigning an entire task list to a specific employee, select their name by searching it in the text box or scrolling down. ❗️If creating a Task list for only a single Role, this task list will be deleted if the Role is deleted. If assigning the list to one or more Departments, the option to target specific Roles will also appear. You can add multiple Location, Department, and Role assignments by clicking the '+ Add Assignment' button after saving.

Click on '+ Add Assignment' and a Location to assign your list to.Īdditionally, you have the option to assign the list to a Department or a specific employee under that Location.Īssigning Lists to a group (Location / Department / Role):

One-Time lists will only require a due date (the end time is optional).Ĥ.

The Time Frame entered will apply to all tasks within this list.

Adding a Time Frame is only available when using the Daily, Specific Days of the Week, or One-Time recurrence options.

The list will become overdue if there are still any incomplete tasks by the end time. If selected, the task list will only be visible for Employees after the beginning of the Time Frame. After checking this box, you'll be able to enter a start time and set a time for when the task list is due. However, this 2-hour buffer will not apply if a specific Time Frame has been enabled for the task list.ģ. Select if you would like to set a specific Time Frame for this task list. ⚠️Daily task lists will auto-generate two hours prior to the Location's opening time and auto close two hours after the Location's closing time (based on your Location's However, you can still make a copy of an existing list and then choose a different recurrence for the copy. ❗️Once the recurrence has been set for a list, it cannot be changed. Next, name your list, add a description, and set the recurrence. To begin using 7tasks, click on the 'Tasks' tab at the top of your page and select 'Create a task list.'Ģ. ⚠️Admins and Managers / Assistant Managers with the permission 'Can manage tasks,' are able to create/edit task lists.ġ. ⚠️For accounts that are subscribed to 7shifts through the Clover Marketplace, this feature is only available on the Gourmet plan.įor any questions, please contact support a Task List ⚠️This feature is offered as paid add-on. SKIP AHEAD TO:Ĭreating a Task List Adding Tasks Assigning Tasks to Specific Employees Overview Lists & Progress Tracking Duplicating / Copying Task Lists Setting up the 7tasks Terminal Click here for instructions on accessing the 7tasks mobile app. View what still needs to be done and what task lists are overdue. Hold your employees accountable for their tasks with a centralized management system. With 7tasks, check completion progress on the fly, who’s completed which tasks, and who’s tagged in a task.