In Dayforce, task management is the process of tracking work through the completion of specific tasks. You can create tasks and tie them to your schedules so that employees dedicate a portion of their shift to the tasks. For example, a store manager can create tasks to track retail work initiatives, such as inventory and markdowns.
You can review your tasks and plan other aspects of your organization’s work based on their progress. If necessary, you can defer a task, change its due date, update its budgeted hours, and assign it to more employees for quicker completion.
This section describes how to create and assign tasks, schedule employees to work specific tasks, and track the progress of tasks to completion in the following features:
- Task Management (see Create and Manage Your Tasks)
- This section is intended for managers and users responsible for creating and modifying tasks in Task Management at either a corporate, region, or district-level, and assigning tasks to locations in the organizational hierarchy. It also describes the gatekeeper role and how to review, approve, or defer tasks.
- Task Checklist (see Maintain Your Tasks)
- This section is intended for location managers, supervisors, or other users responsible for reviewing a location’s tasks in Task Checklist and assigning employees to work the tasks.
- Task Planning Calendar (see Plan Your Tasks)
- This section describes how to plan and complete labor-impacting tasks for your location. It’s intended for location managers, supervisors, or other users with access to Task Planning Calendar and Schedules.