Tasks are powerful for managing daily operations. Here's how to use them effectively.
Daily routines:
Create recurring tasks for daily checks:
1. Morning setup
Task: "Unlock and prepare rooms"
Assigned to: Opening staff
Recurring: Every weekday, 7:00am
2. Health checks
Task: "Complete daily health and safety checklist"
Attached: Health checklist form
Assigned to: Room leaders
Recurring: Every day
3. End of day cleanup
Task: "Lock up and complete closing checklist"
Assigned to: Closing staff
Recurring: Every day, 5:30pm
4. Weekly routines:
Monday: Staff meeting prep
Tuesday: Menu planning
Wednesday: Fire drill check
Thursday: Supply inventory
Friday: Weekly report to Approved Provider
Pro tip: Use Kanban view
Create columns:
To Do Today
In Progress
Blocked
Done
Staff can see at a glance what's happening.
Tag tasks by area:
Use categories or "rooms":
Kitchen
Nursery
Kinder
Office
Outdoor
This helps filter tasks by area.
Attach checklists:
Don't just write "Clean kitchen" – attach the actual cleaning checklist, so staff know exactly what to do.