Tasks: Routines and Chores

You can create, edit, and delete tasks in the Desktop App.

Tasks have two types: a task can be either a chore or a routine.

A chore is a task that can be assigned to one or more people, and can be used to track completion of singular events or repeating events. Chores do not need to happen at a particular time of the day.

A routine is a task that is meant to repeat, to build a habit or make steady progress on an open-ended goal. Routines occur around the same time of day, which repeat on a daily basis and can be set for morning, afternoon, and evening. 

When completing a task, a family member can earn stars. Stars can be redeemed for Rewards.

View Tasks

With the Tasks feature, you can view and manage all of your tasks.

Select the Tasks icon to show the tasks pane in the Desktop App.

Tasks View

The Tasks view displays the current tasks for each Profile by day.

To see a list of tasks (routines and chores):

1. Select Tasks.
2. Find the appropriate Profile.
   You may have more Profiles than fit on the screen. Swipe left or right to see more Profiles.

The Tasks view displays:

• The Day and Date
• The Tasks menu bar
• Up for Grabs tasks
• Available Profiles
• Any available tasks for that day for each Profile

Navigating the Tasks

Use the Tasks menu bar to navigate through a Profiles scheduled tasks:

• Select Previous to see tasks from the previous day.
• Select Today to see today’s tasks.
• Select Next to see tasks from the next day.

Select Filter to show or hide certain kinds of tasks:

• Toggle Complete tasks to show or hide tasks that have been marked as completed.
• Toggle Late chores to show or hide chores that haven’t been done on time.
• Toggle Up for Grabs to show or hide Up for Grabs tasks.

The Filter menu can be used to show or hide :

1. In Tasks, select the Filter menu button.
2. Adjust the toggle switches next to the Profiles to show or hide them in the task view.

Manage Tasks

Create a New Task

Create a new task: 

1. Select the Add button.
   
2. Select Add task.
3. Add the task title.
   Use the onscreen keyboard, and select the green check button when done.
4. Optional: Add a description.
   The task description can be a short piece of text describing the task or listing the steps.
5. Optional: Add an Emoji. 
6. Assign the task to one or more Profiles by selecting the Profile buttons.
   If needed, add an additional profile with the Add button.
7. Choose to create a Chore or a Routine.

Set Up a Chore

Date

If you want the chore to be due on a specific day, enable Date. 

To change the date:

1. Select the date.
2. Select the date in the calendar.

Time

If you want the chore to be due at a specific time, enable Time.

To change the time:

1. Select the time.
2. Select or type the hours, minutes, and AM or PM in the time picker.
3. Select the time icon to close the picker.

Repeats

If you would like the chore to be automatically rescheduled, enable Repeats.

To change the repeat schedule, use the settings that appear beneath Repeats:

1. Select the boxes to adjust how often the event will repeat.
   Depending on the period you select, you may get additional options for when the event should repeat.
2. Optional: Select the Repeats until switch to set a limit on repeats.
   Set the date for when you want the repeating event to stop.

Stars

If you would like a family member to earn stars when completing the chore:

1. Select Stars
2. Enter the number of stars in the text field. 
   The text field will only accept numbers.
3. Select Done.

Task Box

When creating a chore, you have the option of adding the new chore to the Task Box. The Task Box stores saved chores, making it easier to quickly add common chores to a profile.

To save the new chore to the Task Box, tick the Save to task box check box.

When the chore is set up, select Add.

Set Up a Routine

Repeat

To set the repeat for the routine:

1. Select the 1 field, and replace with how often the routine should repeat.
2. Choose whether the routine will repeat daily (Day) or weekly (Week). 

For daily routines, choose the time of day when the routine will repeat (you may need to swipe up to see them). 

You can select any combination of Morning, Afternoon, and Evening. Routines can be assigned to multiple times of day.

For weekly routines, choose the days and time of day when the routine will repeat (you may need to swipe up to see them). 

You can select any combination of the days of the week.  Routines can be assigned to multiple days.

You can select any combination of Morning, Afternoon, and Evening. Routines can be assigned to multiple times of day.

Stars

If you would like a family member to earn stars when completing a routine:

1. Select Stars
2. Enter the number of stars in the text field. 
   The text field will only accept numbers.
3. Select Done.

Task Box

When creating a routine, you have the option of adding the new routine to the Task Box. The Task Box stores saved routines, making it easier to quickly add common routines to a profile.

To save the new routine to the Task Box, tick the Save to task box check box.

When the routine is set up, select Add.

Create a New Up for Grabs Task

1. Select the Add button.
2. Add the task title.
   Use the onscreen keyboard, and select the green check button when done.
3. Optional: Add a description.
   The task description can be a short piece of text describing the task or listing the steps.
4. Optional: Add an Emoji.
   This function is especially popular with customers who have children who cannot yet read, but can also be used as a fun way to spice up your daily routines. 

If you want the task to be due on a specific day, enable Date. 

Change the date:

1. Select the date.
2. Select the date in the popup.
3. Select Select.

If you want the task to be due at a specific time, enable Time.

Change the time:

1. Select the time.
2. Select or type the hours in the popup.
3. Select or type the minutes in the popup.
4. Select AM or PM.
5. Select Select.

If you would like the task to be automatically rescheduled, enable Repeats.

Change the repeat schedule, using the settings that appear beneath Repeats (you may need to swipe up to see them):

1. Select the boxes to adjust how often the event will repeat.
   Depending on the period you select, you may get additional options for when the event should repeat.
2. Optional: Select the Repeats until switch to set a limit on repeats.
   Set the date for when you want the repeating event to stop.

If you would like completion of the task to award stars, select the Stars textbox and add the number of stars.

When the Task is set up, select Add.

Add a task from the Task Box

1. Select the Add button.
2. Select Task box.

The Task Box presents a list of saved shores and routines.

• Select Routine to see all saved routines.
• Select Chores to see all saved chores.

Use the Search bar to look for a specific task by selecting the search bar and typing a task name. The list will update as your type.

When you have found the task you want to add to a profile:

3. Select the task name.
4. Select which Profiles should include the task.
5. Select Add.

Mark a Task as Completed

To mark a chore or routine as completed in the list, select the white circle to the right of the name.

You can also mark a task as completed in the Details popup:

1. Select a Chore or Routine.
   A popup will appear with details for the task.
2. Select Mark as Complete.

The task will be marked completed on screen with a check.

Mark a Task as Incomplete

To mark a chore or routine as incomplete in the list, select the checkmark to the right of the name.

You can also mark a task as incomplete in the Details popup:

1. Select a Chore or Routine.
   A popup will appear with details for the task.
2. Select Mark as Incomplete.

The checkmark will be removed from the task.

Edit a Chore or Routine

1. Select a Chore or Routine.
   A popup will appear with details for the task.
2. Adjust the settings for the task.
3. Select Save.

Delete a Chore

1. Select a Chore.
   A popup will appear with details for the task.
2. Select Delete.
3. In the Delete popup, choose to delete only the current instance of the task, all future tasks, or all tasks for this chore.
4. Select Delete.

Delete a Routine

1. Select a Chore or Routine.
   A popup will appear with details for the task.
2. Select Delete.
3. In the Delete popup, choose delete all future tasks or all tasks for this routine.
4. Select Delete.

Manage Up for Grabs Tasks

Create a New Up for Grabs Task

1. Select the Add button.
2. Add the task title.
   Use the onscreen keyboard, and select the green check button when done.
3. Optional: Add an Emoji.
   This function is especially popular with customers who have children who cannot yet read, but can also be used as a fun way to spice up your daily routines. 

If you want the task to be due on a specific day, enable Date. 

Change the date:

1. Select the date.
2. Select the date in the popup.
3. Select Select.

If you want the task to be due at a specific time, enable Time.

Change the time:

1. Select the time.
2. Select or type the hours in the popup.
3. Select or type the minutes in the popup.
4. Select AM or PM.
5. Select Select.

If you would like the task to be automatically rescheduled, enable Repeats.

Change the repeat schedule, using the settings that appear beneath Repeats (you may need to swipe up to see them):

1. Select the boxes to adjust how often the event will repeat.
   Depending on the period you select, you may get additional options for when the event should repeat.
2. Optional: Select the Repeats until switch to set a limit on repeats.
   Set the date for when you want the repeating event to stop.

If you would like completion of the task to award stars, select the Stars textbox and add the number of stars.

When the Task is set up, select Add.

Claim an Up For Grabs Task

Up for Grabs tasks can be claimed by anyone in the household.

When the Up for Grabs task has been completed, 

1. Select the task to bring up the Profile list.
2. Select a Profile in the list to credit the complete task.
3. Select Complete.

The task will now appear as completed in the selected Profile's task column.

Mark an Up For Grabs Task As Incomplete

1. Select on a complete Up for Grabs task.
2. Select Mark as Incomplete.

The task will be removed from the Profile, and returned to the Up for Grabs task column.