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7shifts 101: 7tasks

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about 7tasksWhat is 7tasks?

Coordinating tasks across a team can feel like a challenge, but with 7tasks, you can keep everything running smoothly.

7tasks is designed to simplify task management, keeping your team organized, accountable, and on track. With 7tasks, you can easily monitor task completion progress, see who’s completed each task, and identify who’s tagged in a task. Quickly view what still needs to be done and which task lists are overdue, all within one system.

This article provides an introduction and a general overview of 7tasks and its' key features. Below, you can find resources to learn more about how to use it.

test (2).png Quick Look
Mobile: More menu > Task Management, or the 7tasks app.
Web: Tasks, in the left navigation bar.

TABLE OF CONTENTS:

Create Task List Templates in 7tasks
Add a Task in a Task List
How to Assign Tasks To Specific Employees in 7tasks
How to Bulk Assign Tasks To Employees in 7tasks
Set up the 7tasks Terminal
Granting Employees Mobile Access to 7tasks
Task Notifications for 7tasks
Track Task List Completion in 7tasks
View Overdue Task Lists in 7tasks
Duplicate a Task List in 7shifts
Delete a Task List
Tasks Report

Prerequisites

⚠️ This feature is offered as a paid add-on. Please see our Pricing Page for more information.

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

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

⚠️ Accounts that are subscribed to 7shifts through the Clover Marketplace, access to this feature may require an upgrade from your current plan.

Things to Know

Admins can manage 7tasks settings for the Account under 7tasks > Settings. Please review these settings to unlock the ability to:

  • Enable Mobile Task Management: employees can view and complete tasks using 7tasks from their own mobile devices:

    7tasks apple-store-button.webp 7tasks-google-play-button.webp
  • Send task reminders to employees: employees will be notified at the start of their shift that they have assigned tasks.

  • Send incomplete task list alerts to managers: scheduled managers will be notified when a task list is not completed on time.

About 7tasks

7tasks and 7shifts serve different purposes within the same ecosystem. 7tasks is a tool that exists within 7shifts, focusing on task management and ensuring that what your team needs to do during their shift is completed.

7task details and overview examples.png

Key features: 

  • Track task completion and follow up with built-in team communication.

  • Assign responsibilities to ensure your employees focus on the highest task priority tasks.
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  • Enhance accountability by customizing how your team completes tasks, including photos, values, or temperature readouts!
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  • Task completion types can act as proof that these monitoring tasks were completed.
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  • Manage one-time and reoccurring lists to ensure no task gets left behind.

  • Add helpful descriptions and detailed instructions for employees when creating tasks.

  • Create custom task lists for different restaurant locations.

  • Mobile Task Management lets your team access daily and weekly tasks right from their mobile devices!

Check out the 7tasks app in action:

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