What are Daily Task lists

What are Daily Task lists? How do I set up Daily Task lists?

Sean McTiernan avatar
Written by Sean McTiernan
Updated over a week ago

In this article, you will learn:

  • What are Daily Task lists

  • Where to find your Daily Tasks Lists

  • How to set up Daily Task lists

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 your Daily Tasks Lists

  1. Login to Bizimply

  2. Choose the relevant location from the 'All Locations' dropdown on the top right

  3. Click on the Shift Log icon in the navigation bar

  4. On the left-hand side under Logbook, click Daily Task Lists

  5. 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.

How to set up a Daily Task List

Please note: You must have account administrator access to create a Daily Task List.

  1. Login to Bizimply

  2. Click on your name/username in the top right and go to ‘Settings’ from the drop down menu

  3. On the left side of the screen, click on 'Shift Log Setup'

  4. Select 'Daily Task Lists' from the options

  5. 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.

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