Tasks

Tasks are lightweight to-do items that supervisors attach to locations, shifts, or employees. They help track operational work such as opening checklists, equipment inspections, or onboarding steps.

Creating a Task

1. Navigate to Tasks in the sidebar.
2. Select a location from the dropdown.
3. Click Add task.
4. Fill in the form:

Field	Description
Title	What needs to be done (up to 500 characters).
Description	Optional extra detail.
Entity type	Whether the task relates to a location, a shift, or an employee.
Due date	Optional deadline. Tasks past their due date are flagged as overdue.

5. Click Create task.

When a task is assigned to a specific employee (directly or via the Employee entity type), that employee receives a notification informing them of the new task.

Viewing and Completing Tasks

The task list shows all tasks for the selected location. Each task displays a checkbox, title, description, and due date.

• Check the box to mark a task as complete. A green Completed badge appears.
• Uncheck the box to reopen a completed task.
• Click the title to open the task detail page with full information.

Overdue tasks (past their due date and not completed) are highlighted in red with an Overdue badge.

Task Detail Page

The detail page shows:

• Title and description
• Entity type and due date
• Who created the task and when
• Completion timestamp (if completed)

Supervisors and admins can edit the title, description, and due date, or delete the task from this page.

Embedded Task Lists

Tasks also appear inline on location, shift, and employee detail pages as an embedded widget. This lets supervisors manage context-specific tasks without leaving the page they are working on.

The embedded widget supports creating, completing, and deleting tasks directly.

Entity Types

Tasks can be linked to three types of entities:

Entity type	Use case
Location	Site-level tasks such as opening/closing checklists, facility maintenance.
Shift	Shift-specific duties such as inventory counts or handover notes.
Employee	Individual tasks such as training completion or document submission.

Permissions

Action	Roles
View tasks	All users
Create / edit / delete	Supervisors, managers, company admins
Mark complete / reopen	All users