Shift tasks

Create and attach tasks to shifts to help keep employees organized

Christina avatar
Written by Christina
Updated over a week ago

This article was last reviewed on November 28, 2023.

Shift tasks are the easiest way to distribute jobs 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.

Creating a task template

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)

  • Attachments (optional)

Once you're happy with your template, click on Create, which will appear in blue once all required fields are filled.

Once the task has been created, you'll be able to see it listed in your task templates tab, and from here you can also see a summary of how many sub-tasks are included for the task, as well as the option dots that you're able to select to edit, copy, or delete the task template.

Attaching a task to a shift

When creating or editing a shift, you can add a task by clicking in the field shown. The task field will only be visible if the task icon has been selected in the upper right of the shift modal, as highlighted below. Fields that are active will have an icon that displays in blue.

To add the task, click in the field, and choose a template to attach from the list or type the name in. You can also create a new task directly from the shift modal!

More than one task can be added to the same shift, too.

Once the shift has been saved or published, you can tell it has an assigned task from the task icon (check mark in the lower left of the shift block) that is visible in the main schedule view:

Mobile app

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

After selecting to create a new shift, tap the tasks section.

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 if you're done creating it.

Note: New tasks can't be created directly from the shift modal using the mobile app at this time.

Once the shift is saved, a task icon (a small check mark) will be visible from the main view of the calendar/shifts tab, and you'll be able to see task details by tapping on the shift.ย 

From the Tasks tab of the mobile app, you can view all tasks that are assigned to employees for the date:


Follow the links below to learn more about tasks:


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