7shifts 101: Task Management
What is 7tasks?
7tasks is a task management tool within the 7shifts ecosystem that focuses on ensuring essential shift duties are completed. While 7shifts handles the "who" and "when" of scheduling, 7tasks manages the "what" of your daily operations.
Admins can monitor task completion progress, identify who completed specific tasks, and see which employees are tagged in a list. You can view active tasks and identify overdue lists through both the 7shifts web app and the 7tasks mobile app. Coordinating tasks across a team can feel like a challenge, but with Tasks, you can keep everything running smoothly.
Quick Look
Mobile: More menu > Task Management, or the 7tasks app.
Web: Tasks, in the left navigation bar.
Things to Know
- 7tasks is a paid add-on. You can review your plan details on the 7shifts pricing page.
- 7tasks and task lists must be created or edited using the 7shifts web app.
- Managers and Assistant Managers have access to all task lists within their assigned Departments, regardless of their assigned roles.
- If you subscribe to 7shifts through the Clover Marketplace, access to 7tasks may require a plan upgrade.
Key Features of 7tasks
Tasks and 7shifts serve different purposes within the same ecosystem. Tasks 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.
- Assign responsibilities to ensure your employees focus on the highest task priority tasks.
- Enhance accountability by customizing how your team completes tasks, including photos, values, or temperature readouts!
- Task completion types can act as proof that these monitoring tasks were completed.
- 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.
- Admins can manage Tasks settings for the Account under Tasks > Settings. Please review these settings to unlock the ability to:
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Enable Mobile Task Management: employees can view and complete tasks using 7tasks from their own mobile devices:
Download 7tasks in the Apple App Store
Download 7tasks in Google Play - 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.
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Enable Mobile Task Management: employees can view and complete tasks using 7tasks from their own mobile devices:
Next Steps
Below, you can find resources to learn more about how to use 7tasks:
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
FAQs