Tasks are used to specify items that an employee must complete within a shift. You can define a list of tasks and then schedule them in the Task View by Employee or Task View by Task. You can also define custom data field values for tasks.
From the Manage tab, click Tasks. Then, click
Enter the required code and description for the task.
You can specify whether or not the task is active by checking/unchecking the corresponding checkbox.
Select the earliest time that the task can start and the latest time that a task can end from the corresponding drop-down list.
Select a default task duration in hours and minutes.
You can specify whether or not the task can be assigned to an employee more than once during a shift by checking/unchecking the corresponding checkbox.
Optionally, you can select a task category for the task.
Select a color for the task. This helps you differentiate tasks within a shift.
Optionally, you can enter free-form notes about task.
From the Authorized Employees tab, check/uncheck the Authorized checkbox that corresponds with the employee(s) that you would like to authorize to be assigned the task.
Enter the contact information for the primary contact of this task, if applicable.