Add a Task in a Task List

In 7tasks, the task list name is displayed directly to employees, giving them a clear understanding of the tasks they need to complete. As a Manager or Assistant Manager, it's important to know how to set up these tasks so that your employees can easily access and complete their assignments.

In this article, you'll learn step-by-step how to add and publish tasks within a Task Template.

Prerequisites

⚠️ Managers/Assistant Managers require permission Can manage tasks create and edit task lists.

⚠️ Managers/Assistant Managers will have access to all task lists within their assigned Departments. This includes those for roles they are not assigned to.

⚠️ Tasks and Task lists can only be created and edited from the 7shifts web app.


Add a Task

You've just created a new task list template and now you're ready to add individual tasks to it. Here's how: 

  1. Log into the web app.

  2. Start by typing in the first task. As you press enter on your keyboard, you will move to the next row for you to enter a new task.

  3. Click Task details to add the task method in which employees will be required to complete the task, or add more details.

    Task Types

    Checkmark (default): Mark the task with a checkmark.

    Number: Enter a value.

    Photo: Employees must use the device’s camera to take a single photo to mark the task as complete. Note: This option requires a device with a built-in camera and does not allow for uploading photos or files.

    Temperature (C/F):
  4. To reorder tasks, hover over the task on the left side, click and hold, then drag and drop to the desired position:

  5. When you're done adding your tasks, click Save.

  6. Click Save & Publish to make your task list live and available to employees. Or, if you wish to continue building your list and post it later, click Save as inactive:



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