Shift Tasks Overview for Referral Shifts in Connecteam

To help you stay organized during each Referral Shift, Connecteam includes a set of predefined Shift Tasks when using a built-in shift template. These tasks act as a simple checklist to ensure key actions are completed during the visit. Reminder that they are only automatically created when using the shift templates, not manually creation of a shift.

July 4, 2025 By Larry Legler

📘 Looking for the full picture on shift setup and scheduling?
This guide is part of the complete walkthrough:
How to Create and Manage Shifts in Connect Team
Learn how to create, assign, and publish shifts using templates, referrals, and documentation tools.

Each task appears as a checkbox. To find these, click on the referral shift, then look at the details on the right side of your screen. At the top, click the “Shift Tasks” tab.

Mark each task completed only on the day of the shift, based on what was actually done.

Note: Shift Tasks are only added automatically when using a built-in template.
Manually created shifts will not include these tasks by default.

🔁 Shift Tasks and Repeating Shifts

When creating or editing a repeating shift that includes Shift Tasks, task completion status can carry over — not just the shift details.

✅ You'll be given three options:
Edit this shift only – for one-time changes
Edit this and all future shifts – to apply changes from this point forward
Edit all shifts in this series – to update the entire series, past and future

Why This Matters
Shift Tasks are meant to be completed on the day of the shift - not in advance.

Example: If you accidentally mark “Report Completed” as done while setting up a repeating shift, every shift in the series (e.g., every Monday for 3 months) will show that the report is already completed — even though those dates haven’t occurred yet.

✅ Best Practice

➤ Leave all Shift Tasks unchecked when creating or editing repeating shifts
➤ Treat them as a daily to-do list for the assigned user
➤ Only mark tasks complete on the day the shift occurs

💡 Do you need help understanding how repeating shift edits affect your schedule? Check out this link out for more details.
Understanding Repeating Shift Behavior in Connecteam

📋 Shift Task Descriptions Below

Parent Health Screening 🧍‍👧
Confirms that the parent or guardian has completed the required health screening before the visit. Ensures all participants meet health and safety requirements.

CG Health Screening 🧑‍⚕️
Confirms that the caregiver has completed the required health screening before the visit.

Parent Mobile Check-In (Day of Visit) 📲
Ensures that parents complete the mobile check-in process on the day of their scheduled visit. Only mark complete after submission.

Signatures Acquired ✍️
Confirms that all required signatures have been collected during both pickup and drop-off. Includes verifying the caregiver has signed the Sign In/Sign Out (SISO) sheet.

Report Completed 📄
Indicates that the Visiting Support Worker (VSW) has completed and submitted the shift report. Only mark complete after full submission.