Shift tasks is a feature that can be enabled and added to your shifts, that allow for additional tracking of tasks that might need to be completed by your employees.

These could be used in a variety of fashions and you can decide if this is something you want to use, and how you will use it. Not only can you add the tasks to shifts, you can also have your employees mark them complete, obtain signatures, upload documents and add notes that are directly tied to these tasks.

This information can then be exported into an excel file.

Note: This feature needs to be enabled by Celayix support. To enable, please contact us now!


Creating/Editing Shift Task Lists

To create a new shift task, click the settings gear on the left side of Schedule Xpress. Select Shift Task lists.

How to create a shift task

To create a new task list, you can click Create task list and start adding tasks. This builds a list of possible shift tasks that you can choose from when creating a shift inside Schedule Xpress. Keep in mind that if you wish, you can let the employee create and add their own tasks. Once you've added a task list, you can edit it using the icon below:

This includes editing the descriptions, or even adding/removing some tasks.


Adding Tasks to Shifts

Once you have added in some tasks, you can add them to a shift. To do this, just edit or add a shift like you normally would, and notice that you will have a field to select from when adjusting a shift. You can choose to add an entire task list, or even just choose individual tasks and associate them to the shift.

How to add a task to a shift

This will appear on the employee app Team Xpress, and will be something you can require your employees to review and complete while they are on their shift.


Review Shift Tasks

Once you've added some tasks to shifts, it will be up to your employees to go ahead and start setting those complete as they work their shifts. If you want to review a shift and see what tasks have been marked complete, you can select the shift and use the icon labelled below to do so.

How to review shift tasks

This will potentially show you a number of things, such as:

  • Check-in/out times

  • Submitted signatures

  • Documents/photos that have been attached

  • Notes

  • Tasks completed

Note: All of the above will include a timestamp and date.


Filters for Shift Tasks and Activities

The Shift Tasks module features filters to help identify shifts that have tasks, signatures, notes, and more. The filter is found at the top of the schedule grid.

How to use filters for shift tasks/activities

Note: Multiple filters may be selected.

The schedule will show only the shifts that match the filters. To show all the shifts, clear the filters.


Excel File with Shift Task Information

You can export shift task and activity information into an Excel file.

Viewing shift task information in excel files

The downloaded file contains the shift details as well as the tasks and activities. The actual contents are based on the current layout.

For more information on Shift Tasks, please Contact Support now!

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