Learn how to create Daily Task Lists that repeat on specific days of the week, perfect for things like Opening and Closing Duties to keep your business running as smooth as your last keratin treatment.
IMPORTANT: ALL USERS MUST UPDATE THEIR APP TO VERSION 4.0.5 OR HIGHER TO RECEIVE DAILY TASK LISTS.
Step 1
- On your Dashboard, go to Tasks.
- Click + Daily Task List.
Step 2
- In the first field, give this task list a name, like "Opening Duties".
- Next, assign this task list to one or more people.
- Note: Task lists are designed to be collaborative, so if one person marks a task done, it will update as done for all assignees on that day.
- Next, use the checkboxes to select each day of the week you want this task list to repeat.
- In the Start Time field, choose the time you want assignees to start on this task list.
- Note: The Start Time is the trigger for the push notification task reminder each day.
- Use the remaining fields to add specific tasks to this list, such as "Turn on the lights" and "Pull cash from the safe".
- Note: Use the + / - icons to add or remove tasks.
- Click Save List.
Step 3
- The Task List will appear below the default task types.
- You can view, edit, and delete this task list by clicking the three ••• dots to the right of the task list name.