This article will cover how to add a shift tasks for a single shift. If you'd like to view how to add shift tasks while creating scheduling Templates, see our article on How to Build a Template:
How to Build a Template
Create templates that you can use later to generate lots of shifts quickly, with team and room assignments already filled in!
Team members will see their tasks in their Upcoming Shifts, on their Schedule, and when they Clock In if your team is using time and attendance.
Web
Whether you are adding a note in the Gantt or Grid view, the process is the same.
1) In the planner, hover over the shift you want to add a note to.
2) Click on the three dots that appear on the right of the shift.
3) Click "Tasks".
4) In the text box, type in your task(s).
5) Click "Save Tasks".
Mobile
1) From your left-hand menu, select "Master View".
2) Scroll through to find the date of the shift where you'd like to modify tasks.
3) Long press on that shift and click "Edit"
4) Enter your changes in the "Tasks" section and hit "Save"!