PeopleMatter: Schedule: How do I Assign a Task to my Employee's Schedule?

Administrators and Managers can create tasks to assign duties to Team Members when creating schedules. In order to assign a task to a shift on the schedule, the tasks must be created first. 

To add a task to a shift:

• Double-click on the shift you'd like to edit.
• Enter/edit the Shift Start Time and Shift End Time.
• Select the tasks you want to enter in the Shift Tasks field.
• Click Save.

If you are editing shifts from the week view, follow similar steps to add the Shift Tasks:

• Click to edit the Team Member's row.
• Enter/edit the Shift Start Time and Shift End Time.
• Select the tasks you want to enter in the Shift Tasks field.
• Repeat for all applicable days.
• Click Save.

A shift task that has been added will appear on the schedule as shown here:

Related Articles:

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