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'.
Note: 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.