How task lists on Camelo work
Task lists on Camelo allow you to assign tasks to team members and let your team view what they need to complete during their shifts.
Notes
- Currently, you can only create task lists and assign tasks from the Camelo web on your computer.
- Tasks can only be marked done from an iOS or Android device.
Create a task list and add tasks
To create a task list:
- From the Scheduler tab, click the shift you want to add a task list.
- Click Add task list.
- Enter details of a task, then click Add task. Tip: Hit
Enterto add task quickly. - When you’re done, click Create Shift or Update Shift to save your changes.
Currently, task lists and tasks can’t be created on the Camelo mobile app. Please visit the Camelo web app to create task lists and add tasks.
💡 You can create multiple task lists for a shift by clicking Add another task list.
Notes:
- You can click the icon next to the task list to rename, duplicate, save as a template, or delete that list.
- You can double click the task to set up recurring tasks or add sub-tasks.
- You can click the icon next to the task to edit, duplicate, or delete the task.
Complete tasks
Your team members can use their iOS or Android devices to mark tasks as completed.
To complete a task:
- From the Home tab, tap Today’s Tasks to view all tasks within the day.
- Tap on a task to mark it as done. Tap again to mark it as undone.
- From the Home tab, tap Today’s Tasks to view all tasks within the day.
- Tap on a task to mark it as done. Tap again to mark it as undone.
Currently, you can only mark tasks as completed using an iOS or Android device.
When a task is marked as done, details of who finished it and when will be displayed below the task.
Note: You can view tasks of other days using the filter. Tap the filter icon on the top-right corner and select the day you want to view tasks.
Monitor tasks
Users with the Owner or Schedule Manager role can view the completion progress of tasks from their iOS or Android devices.
To view the progress of tasks:
From the Home tab, tap Task Lists. Here you can see which tasks are completed by whom and when, and which tasks are unfinished.
From the Home tab, tap Task Lists. Here you can see which tasks are completed by whom and when, and which tasks are unfinished.
Currently, you can only view the progress of tasks from your iOS or Android devices.
Use templates to add task lists faster
You can save task lists you often use as templates to add them to shifts faster.
Create a task list template
- From the Scheduler tab, while creating a task list, click the icon next to the task list.
- Click Save as template.
Currently, task list templates can’t be created on the Camelo mobile app. Please visit the web app to use task list templates.
Use a task list template
To use a task list template:
- From the Scheduler tab, while creating or updating a shift, go to the Task List section, and click Use template.
- Point to the task list you want to use, and click Quick Use.
Currently, task list templates can’t be applied from the Camelo mobile app. Please visit the web app to use task list templates.
