Tasks Management

Use the Plan tab to assign tasks to a shift within a calendar. Specify the number of employees required for each task and assign the employees on the shift to the required tasks.

Tasks are set up in a hierarchical structure:

  • Project. The 'Early' shift can be assigned projects of 'Processing', 'Quality Assurance' and 'Packing'.

  • Task. The project of 'Quality Assurance' contains tasks of 'Taste check', 'Appearance check' and 'Smell check'.

  • Work type. The task of 'Taste Check' contains work types of 'Taste check A' and 'Taste check B'.

Tasks can be configured with rules (such as location or job role), so that only employees who comply to the rules can be selected for a task.

Work through the following procedures to ensure that Tasks Management works as expected:

  1. Tasks Management configuration

  2. Allocate shifts

  3. Allocate staff to tasks