7 steps to creating a work schedule log with task management software

Last Updated On March 13, 2019 / Written By Caroline Sams

7 Steps to Creating a Work Schedule Log With Task Management Software

One aspect of business management that is often overlooked is the necessity and creation of an employee work schedule. In this article, we discuss the seven steps to making this essential tool and how a mobile scheduling app can expedite the process.

There are facets of managing a business that many administrators are not aware of when they begin their post. Most often, these facets include things like tools for scheduling, inventory, ordering, and managing sales. All of these aspects are important, but they still exclude one of the key components of running a successful business; this component is the employee work schedule log.

Employee work schedule logs can come in a range of styles and can be used to manage and document a significant number of features of the average shift experience. Among these features are the inclusion of words of praise, any complaints that may have been received, and any major positive (or negative) actions that your employees take; the options are seemingly limitless.

In this article, we are going to present the seven steps to creating a work schedule log through the use of task management software. Some of these steps may seem more intuitive than others, but all of them are essential to the completion of not just a good-looking work schedule log, but one that is highly functional as well. By the time we’re done, you should have a pretty solid grip on this process, and the ways the employee daily work log can stand to benefit your business.

Determine Your Task Management Needs

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This first step is always the one that people seem to overlook, regardless of whether we’re discussing an employee work schedule log, inventory spreadsheets, or scheduling templates (like an excel work schedule template or Microsoft employee schedule template). For that reason, we’ll repeat, you need to figure out what you need this tool to do for your business before you can create it. If you need a calendar function for scheduling appointments, make sure you select and create a log that encompasses one, such that it meets this need. Keeping all of these needs in mind can help significantly when it comes to either creating an employee work schedule log or purchasing a work log system.

Online employee scheduling software that makes shift planning effortless.
Try it free for 14 days.

Map Everything Out for More Effective Task Management

Once you know what you need from your employee work schedule log, you need to map out exactly what those items will get you there. Define them, organize them by theme if it applies (i.e., all inventory related needs together, all daily shift needs, etc.), and then work to make sure you’ve hit every point you need to.

Should a Task Manager Be Weekly or Daily?

Another decision to make is whether or not your employee work schedule log should be daily, or weekly instead. There are pros and cons to both, but for now, know that whether the work schedule log used is daily or weekly depends largely on the size of your business and the number of employees you have.

Choosing a Task Manager Platform for Your Business

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For your platform, you can choose to go with an Excel or similar spreadsheet method in place of task management software; however, you can choose a designated daily or weekly task manager software system, such as Zip Shift Book, which handles many of the technical aspects for you.

Online employee scheduling software that makes shift planning effortless.
Try it free for 14 days.

Check for a Task Manager Template

We almost always recommend using a template for things like inventory and scheduling, and an employee work schedule log is no different. There are some templates available, and several good ones can be found on the first page of a Google search. Templates are great for saving time and energy, since you don’t need to create a spreadsheet from scratch, and many of them are editable so you can get them to fit your needs exactly.

Begin Organizing for More Effective Task Management

Let’s talk about how to organize your employee work schedule log. One of the points you’re going to want to hit is the clear, defined separation of different need categories. For example, you want it to be clear at a glance where the customer complaints are located in the spreadsheet. There are several tutorials online for ways to make these sections, and to make them visually appealing as well.

Ensure the Task Management Software Is Backed Up

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This is the step that nearly everyone forgets to do and then proceeds to curse themselves for forgetting when they inevitably run into a device issue. Always backup your data; this applies to everything from your employee work schedule log, task management software, and task management app, to schedules or tax documents, and everything in between. When you make sure your data is backed up, you know that you will be able to access it no matter what happens to your devices.

Well, there you have it, our seven steps to creating an effective employee work schedule log. We hope you’ve found this article useful, and that you are now more confident in your ability to implement this essential tool in your business.

If you’re interested in learning more about the subject of employee work schedules, as they pertain to concepts like inventory forecasting, be sure to check out our article on the “7 Ways Forecasting and Workforce Planning Can Increase Your Profits,” which is also on the Hubworks Blog.

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