In this article, you will learn:
What are Daily Task lists?
Daily Task lists are a great way to keep track of tasks which must be completed every day in your business, or a specific location within your business. They are found within the Shift Log, and be created and personalised to whatever you want.
Where to find Daily Tasks Lists On Desktop
Login to Bizimply
Choose the relevant location from the 'All Locations' dropdown on the top right
Click on the Shift Log icon in the navigation bar
On the left-hand side under Logbook, click Daily Task Lists
Click 'Start' on the list you wish to complete
Managers can open the list, track if tasks have been completed or not, and on completing the list, an email is sent to a chosen individual to be updated on the status of the list and if it has been fully completed or not.
Where to find Daily Tasks Lists On Mobile As An Employee
Open MyZimply
Click on the menu icon on top left of the screen
Click Open Task Lists
This will take you to the Task lists for the location you are scheduled for that day
How to set up a Daily Task List
Please note: You must have account administrator access to create a Daily Task List.
Login to Bizimply
Click on your name/username in the top right and go to ‘Settings’ from the drop down menu
On the left side of the screen, click on 'Shift Log Setup'
Select 'Daily Task Lists' from the options
Click on the blue 'Create New List' button
6. Fill in the fields as required deciding on:
Which locations this Task List will appear in
The time the task list is due by to be complete
Which days the task list must be complete
Who the email recipient for the completion of this Task List will be
7. Add tasks and choose whether they are required tasks to be completed
8. Click the blue 'Save' button
9. Click the blue 'Save' location at the bottom right of the screen. You have now successfully created a Task List.
How To Complete A Daily Task List on Mobile
Navigate to the Open Task Lists page on MyZimply
Click on the relevant task list
Click the tick beside tasks that are done or the x beside tasks that cannot be completed
Enter any additional details about the day's tasks in the comment field.
NB: Anyone can edit this text until every task has a status, then it is lockedWhen all tasks have statuses listed, there is the option to attach a file which includes the option to take a picture
Once you are satisfied, click Finish & Close, once this has been clicked the task list is locked and cannot be edited
Closed task lists will be greyed out on the Task Lists screen.
How To Check A Daily Task List As A Manager on Mobile
Navigate to Manager Portal in MyZimply
Click the Shift Log button the bottom menu
Each shift with an associated task list will display an icon
Each shift will show associated task lists, along with number of tasks completed
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