Tasks: creating and using them in shifts
Create detailed tasks (with code, duration and color) to attach to shifts and specify the work to be done during the service.
What are tasks for
Tasks detail the content of a shift. Rather than a generic shift, you specify what the employee does and when: for example Kitchen, Delivery, Inventory, Order. Tasks are visible to the employee in Shyfter Staff, which limits misunderstandings and clarifies how the service is organized.
Creating a task
Go to Settings ⚙️ → Tasks, then click New. The "Add a task" panel offers the following fields:
- Name: the task's label (for example Kitchen prep, Delivery, Inventory).
- Code: a short code associated with the task, useful for finding it and for exports.
- Default duration (min): the duration suggested automatically when you add this task to a shift, in minutes. You can adjust it case by case.
- Deduct from headcount in the day view: if enabled, the employee occupied by this task is not counted in the available headcount shown in the Day view. Handy for tasks that take someone out of active service (for example a delivery or an inventory).
- Color: the display color of the task.
Click Save. The task becomes available for selection in shifts.
Adding tasks to a shift
When creating or editing a shift, the Tasks section lets you add one or more tasks via Add a task. Each task receives the default duration, which you can change, along with its own start and end times. You can add several or remove them.
Tasks are not checklists. A task is a block of activity planned within the shift, with times; a checklist is a list of items to tick off during or at the end of the service.