> For the complete documentation index, see [llms.txt](https://zon.gitbook.io/zon-staff/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://zon.gitbook.io/zon-staff/zon-staff-management/how-are-tasks-formulated-and-allocated-to-staff-members-through-zon.md).

# 💡How are tasks formulated and allocated to staff members through Zon?🤔

### Creating Task Lists for Staff Members in Zon Staff Management:

Zon Staff Management enables you to **efficiently create and assign task lists** to your team, ensuring clear **accountability and streamlined operations.** Follow the steps below to set up task lists for your staff and managers:

### Step 1: Navigate to the Task list Tab:

* In your **Zon Staff Management** app, select **Task list** from the left-hand menu to access the **task management interface.**

### Step 2: Initiate a New Task List

* Click the **Create Task List** button located at the top right corner of the **Task Lists** page.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXf-5xrdJYaJik9_lJRz_l6XB0kyUZb9WHMD_AesJNfRkluI_iqm6gBBJX7S6n4Ipjxa98OrvbnbFxXPKdmJIiISu0lIRBRB3I0sCCN6jhHEbaINCk2nUzXqzxUB0QX9dR8aB7eCAw?key=ZkbBLfileOIlHqKmkC5ZJbSW" alt=""><figcaption></figcaption></figure>

### Step 3: Enter Task List Details

* **Task List Name:**\
  Enter a clear, **descriptive name** for your **task list** (e.g., "Stock checking").
* **Description:**\
  Provide a **detailed description outlining** the purpose and requirements of the task list.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXec3NNat915f-CANadp39kDq7b3NxrKucDLwVaF3-9byZU6D06StQUPLqjDFTGQThTVX34NrF0N0SanE2OYguVGyKuBo1X_FuDJiNrniqbDrI0pdT2uhjNutLebG3CktsK5HBck?key=ZkbBLfileOIlHqKmkC5ZJbSW" alt=""><figcaption></figcaption></figure>

### Step 4: Assign to Staff and/or Managers

* In the **Assigned To section,** select who will be **responsible for completing** this **task list.**\
  You can assign it to **staff members, managers, or both,** depending on your operational needs.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXcQK7YXS_iIiB-TynREGgZybCqAxL7dz3zrfw1Zwzcb-94dvBHjgqHjDeaqzLMlQ18ZEABawllLauiS7FyrWbPMfmsmlzbf1PO-CSSTWpHwkdQpxll8t80MbS_pH85mP4FG1gM0kA?key=ZkbBLfileOIlHqKmkC5ZJbSW" alt=""><figcaption></figcaption></figure>

### Step 5: Select Locations

* **Choose** whether this task list should be visible to **all locations** or **only specific locations.**\
  Select the **relevant locations** from the available list to ensure **only staff at those locations** see the tasks.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXcGoTh-mbeTEODH2ueJI2TsdWZVDPmP92yJr7MrH-b82Zu-osORff6zqL5-7s6LdSEw_-AgPjRq7HtfILFlVaq_LJfXg3cu6BzpMZGcp1xGNWFQy5HKtMZdLRSuk7UkEcHEZ-M92w?key=ZkbBLfileOIlHqKmkC5ZJbSW" alt=""><figcaption></figcaption></figure>

### Step 6: Set the Timeline

* In the **Timeline section,** determine how **frequently** the task list should be completed:
* **Daily:** Tasks must be completed every day.
* **Weekly:** Tasks must be completed every week.
* **Monthly:** Tasks must be completed every month.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXfA2DBn-5pu2FNAO4m5T07bFcVU4flqtjvK13Xku-iJnaqjhVQhaMpOw9-q49IjNYGOJ2ED_edjxGLkcrAoFyHyuDBQSv2UZUCEUTa7o14bR7H1qpdSFfZB6D8kPRIB6Dj1sYca?key=ZkbBLfileOIlHqKmkC5ZJbSW" alt=""><figcaption></figcaption></figure>

### Step 7: Add Tasks

* Click the **Add Task** button to include **individual tasks** within your task list.
* Enter the **task details** for each item. You can **add multiple tasks** to a **single list.**
* **Arrange the tasks** in the desired order by **dragging** and **dropping** them as needed.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXfytrXMSaajrAtj5XGDm8-RnSa6l5jvXLetf0Vb7c9Vkt-V-rorse2UkZobypcv-2rbbnc4VCEe-GKLJaiExVw-Tv17-17qE4-paFrrNk_2kwo7gpRsf-k-D1ATANObnh9AM8hvvQ?key=ZkbBLfileOIlHqKmkC5ZJbSW" alt=""><figcaption></figcaption></figure>

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXckM1MM08Sh8BaR6Thx1mqzUHNdnoqhDbTXur8pV_cATtSFGDVju2ipz3ZVc8r7jgOfl3hkYCH_2TGZobMCKE74czahyjtduD9EvrMqHEOJYl23eNdZ64vEdZOE1mTZAvr5fEbU?key=ZkbBLfileOIlHqKmkC5ZJbSW" alt=""><figcaption></figcaption></figure>

### Step 8: Save the Task List

* Once all **details and tasks are added,** click the **Save** button at the top of the page to **finalize and activate** your task list.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXdIYEGq3lacaeKW-o17jj8MoVWd5peiMq3yECU3pXVZkjnwSThNmN4iPKNm9HjcTz8bkbUvGVxn5tMQQbDkyUf7HIKnQPXLzpI4k6XevLZBjXoBSVmF4RIida6xOlwb1b4sRB9zcg?key=ZkbBLfileOIlHqKmkC5ZJbSW" alt=""><figcaption></figcaption></figure>

By following these steps, you can **create comprehensive task lists** in **Zon Staff Management** and ensure tasks are completed on schedule and at the correct locations. This structured approach **enhances accountability, improves workflow, and supports consistent** operational standards across your business.

### Viewing Task List Details in Zon Staff Management:

To view **detailed information** about a task list:

1. **Go to the Task Lists Tab**\
   Access all task lists from the **Zon Staff Management** dashboard.
2. **Click “View Details”**\
   Select the task list you want to review and click **View Details.**

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXeCxM5ctg9WyFIO9PZvjWkhPtJgWdbTZO8NeCeBZUZ2-yWskSMezArbTGNPatc5gsJwLUFqkVL17Md_6ojz8xFXytMB3VedVy2uKLwqhHCEskXqGgnjM37n55D1DcgvSC0bR1z0Tw?key=ZkbBLfileOIlHqKmkC5ZJbSW" alt=""><figcaption></figcaption></figure>

### What You’ll See:

* **Task List Info:** Name, description, assigned staff/managers, locations, timeline, and status (active/inactive).<br>

  <figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXf2_1iPaiaQLf5Fo0NEdvycBh7dksJ3neDg9w62GjtQvPEAfhXgbKsUU2uSBglQKQtuyAHskzYPkHhmVCSHeAAjuooTaWNZBuCdH6JCfmGUKFiWWUM6FvCvpzyMC19dAsSXx0LQew?key=ZkbBLfileOIlHqKmkC5ZJbSW" alt=""><figcaption></figcaption></figure>
* **Date Filter:** Select a **specific date** to view tasks for that day.
* **Completion Progress:** Visual progress bar showing **percentage of tasks** completed.
* **Task Breakdown:** List of tasks with **status (pending/completed), who performed them, completion time,** and **notes.**
* **Complete Task Button:** For **pending tasks,** staff can mark tasks as completed directly from this view.<br>

  <figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXeZGuS0sSat2fkqfIOzce00hiB1XEc0zu6Cjml358WE7AWW_cXfk9gS-hEkbvV5VvXOFsY8I1dEUEFnDNas5QL_QCsqy10AUiT3U6qox_ccll_kxOpNqx-6eJSwQ5z7Kcck4OzodA?key=ZkbBLfileOIlHqKmkC5ZJbSW" alt=""><figcaption></figcaption></figure>

This **concise overview** helps managers track task **completion efficiently** and **maintain accountability** across locations and teams.

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