Shift Tasks and Notes feature allows you to view and complete assigned shift tasks, add notes, and attach files or photos directly from your phone. This feature is very useful for deskless employees, like plumbing or HVAC, where tasks may change from job site to job site.
What are Shift Task Lists and Shift Notes?
Shift Task Lists are sets of tasks assigned to your scheduled shifts. You can see what tasks need to be done, add notes, and upload files or photos if needed.
Viewing and completing tasks
See all assigned tasks: You can view your shift tasks and check off items as you complete them, directly on your mobile device.
File/photo uploads: Some tasks may require a photo or file upload for completion. If a task requires an attachment, you’ll need to add it before marking the task as complete. Attachments can be photos, PDFs, or other supported formats.
Shift Notes allow you to document any additional information about your shift, such as details about completed work or on-the-job challenges.
Adding Notes and Attachments
Notes: Depending on your settings, you can add notes to your shift to provide additional details or suggestions.
Supported file upload types: Files should be under 5 MB and can include common formats like HEIC, JPEG, PDF, CSV, and DOC, among others.
Where are Shift Task Lists and Shift Notes?
You can find Shift Tasks and Notes in your schedule.
Log in to the mobile app as an Administrator or Supervisor.
Tap the hamburger menu, or Quick Actions menu
Tap SCHEDULE.
Tap on the shift’s Quick Actions menu (hamburger)
The shift card will open.
You can view shift tasks and notes in the shift details.
Complete the task list by tapping on View shift tasks
Add notes by tapping Add notes
Notes can be edited or deleted.
With the Shift Tasks and Notes features, you’ll have a clear overview of your work, making it easier to stay on track, ensure accurate documentation, and provide updates to your supervisor as needed.