PeopleMatter: Schedule: How do I Create a Task for my Schedule? (video)

Overview

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. 

Notes:

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.  

Video Guide