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Shifts tasks are the easiest way to distribute tasks across your team so it's clear what needs to be done during each shift. You can attach multiple tasks to a shift and each task can have sub-tasks (or checklists) and a description.

Before you can attach tasks to shifts, you need to create a task template. Please note that you can only create new Task templates using the web version of Sling at this time.

Go to Tasks > Task templates and click Create template.

A window will appear where you will be able to add:

  • A title

  • A description (optional)

  • Sub-tasks (optional)

Once you're happy with your template, click on Create.

When creating or editing a shift, you can add a task by clicking in the field shown. Choose one from the list or type the name in. More than one can be added to the same shift, too.

Using the Sling mobile app, you can add a task template to a shift in the new shift screen as demonstrated below.

In the New shift screen, tap to add a saved Task template:

And you'll see the list of templates that have been created for the account. Select the one you'd like to include, and then be sure to tap Add in the upper right of the screen:

After you add the task, you'll be taken back to the New shift's main screen, where you can continue adding other details, or select to Save the shift.

Note: New tasks can't be created directly from the shift modal.

Once the shift is saved, a task icon will be visible from the main view of the calendar/shifts tab, and you'll be able to see task details by clicking on the shift. 


Follow the links below to learn more about tasks:

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