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How do I add tasks to the schedule?

Adding tasks to your employees' shifts

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Written by Charles Vallières

Atlas Scheduling lets you add tasks to your employees' shifts and ensure their completion.

Adding tasks to the schedule

  1. You can add a task to a new shift that you are creating or edit an existing shift.

  2. If you create a new shift, fill in the mandatory information as usual (start time, end time, position, and so on).

  3. In the Tasks section, press Add.

  4. Fill in the details of the task:

    • Task name

    • Instructions (optional)

    • Start time for this task

To add more tasks, simply repeat steps 1 to 4.

Grace period for task completion

You can set a deadline for completing tasks. Once this deadline passes, employees can no longer confirm that they have completed the tasks.

For example: If a shift ends at 5:00 p.m. and the deadline is set at 30 minutes, the employee can confirm that they completed the tasks until 5:30 p.m. After 5:30 p.m., the tasks will be visible to the employee, but they cannot confirm they have completed them.

To set the grace period:

  1. Click the Settings tab in the left-hand navigation bar.

  2. Click the Scheduling option.

  3. Scroll down to Shift settings.

  4. Enter the desired value under Grace period for shift task completion.

  5. Click Save to confirm.

Validating task completion

Once tasks have been added to your employees' published shifts, they can confirm that they have been completed a number of different ways.

Validating task completion through the website

  1. Go to Schedule on the left-hand navigation bar

  2. The icon at the bottom of the shift will show you the total number of tasks and the number of completed tasks.

To see details of completed and uncompleted tasks, click on the shift.

Under the Tasks section, you'll see the tasks that have not been completed yet. Under Completed, you'll see the tasks that your employee has checked as done.

Validating task completion from the dashboard

You can also validate task completion using your overview page. To do this:

  1. Click Home from the left-hand navigation bar.

  2. Find the Shift tasks widget.

The widget will give you the task completion percentage for the selected day, as well as a shortcut to the shift.

Exporting a task report

You can also export a task report containing all scheduled tasks, only completed tasks, or only uncompleted tasks.

  1. Go to Reports from the left-hand navigation menu.

  2. Select the Scheduling option.

  3. Select the Shift tasks report.

  4. Select the desired options from the Configure area.

  5. Click Export.

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