Our in-shift task function allows you to create groups of checklists for your teams to record actions they have taken.
Last updated 05 Jan 2023
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Introduction
The Kobas in-shift task function allows your teams to see their prescribed job lists, and mark them as completed. You can group task lists and assign different tasks/groups to different venues. This allows for a versatile task system that can be used to support Due Diligence, Health & Safety, Licensing, and Regulatory requirements as well as company/management requirements such as Social Media posting.
Creating Tasks
The first step is to create the individual tasks by going to Administration > Daily Operations - In Shift Tasks, where you can:
- View all current tasks
- Edit or Delete the tasks
- Create a New In Shift Task
When editing or creating a new task, you can name the task and add more detail.
Creating Groups and Allocating
After your tasks are created, you can go to Administration > Daily Operations - Regular Tasks. On this page, you need to select a venue first, meaning all of the next steps can be venue-specific (or copied to all venues).
The next step is to create and name a group, you can then add tasks to each group. The groups and tasks within can be re-ordered as required.
Completing
To mark tasks as complete, head to Daily Tasks > Shift Tasks and select the correct date and venue. Then you will need to select the group of tasks you are recording:
The next screen is identical to the Opening Checklists and Closing Handover screens elsewhere in Daily Tasks. Along with viewing the name and task description, you can:
- Mark as Complete or Skip (denoting it wasn't completed)
- Add Notes
Reviewing
You can review logs of all shift tasks by going to Daily Tasks > Shift Logs. You can leave this group-wide or filter by venue. You can also view as a List or Calendar View.