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Shift Tasks

Shift Tasks help you organize, track, and communicate what needs to be done before, during, or after a shift - making it easier to keep your team aligned and your operations running smoothly. Whether it’s preparing equipment, checking in at a location, or closing up after an event, Shift Tasks give you full visibility into what’s completed and what’s still in progress.

Creating Tasks​

  1. Select the Shift where you’d like to add tasks.
  2. Go to the Tasks tab in the inspector on the right side of your screen.
  3. Click + to add a task.
  4. Enter a title and press Enter.

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You can also add detailed instructions by clicking the sheet icon that appears on the right of when you hover over the task.

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Saving Your Task List as a Template​

To reuse your task list across shifts or projects, click the three dots in the top-right corner of your list and select Save as template.

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Then, to apply your newly created template to another shift, click the + at the top and select Add from template.

Assigning Tasks​

To assign a task to a specific staff member, click the empty avatar on the right side of the task.

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If a task is assigned 4 hours or less before the start of a shift, the staff member will receive a push notification.
They’ll find the task in their Workstaff app, under the shift details, and can mark it as completed directly once it’s done.

Team Lead Permissions​

When a Team Lead is assigned to a shift, they have additional permissions to help manage tasks more efficiently:

  • They can mark a task as completed, including on behalf of another staff member.
  • They can assign or reassign a task to another team member.
  • They receive a notification each time someone on their team completes a task.
  • They can also remove the completed status from a task if needed.

These permissions allow the Team Lead to monitor progress in real time and ensure all tasks are completed as expected.