How to Create a Daily Guide Task in Axial Shift

Daily Guide Tasks in Axial Shift are a powerful tool for keeping your team organized, accountable, and consistent in their day-to-day operations. Whether you need to assign recurring tasks, request photos or comments for verification, or schedule reminders throughout the day, Axial Shift makes it easy to set everything up.

Follow this step-by-step guide to create a Daily Guide Task:

Step 1: Log in to Your Axial Shift Account

Start by logging into your Axial Shift account with your username and password.

Step 2: Navigate to Daily Guide Tasks

• Hover over Settings in the main menu.

• Click on Daily Guide Tasks from the dropdown.

Step 3: Create a New Task

• In the Daily Guide Tasks screen, click the plus sign (+) in the top-right corner.

• A setup window will appear where you can customize your new task.

Step 4: Enter Task Details

Fill in the required information for your Daily Guide Task:

• Name – Give your task a clear, descriptive title.

• Priority – Assign a priority level (e.g., low, medium, high).

• Photo or Comment Requirement – Decide if the person completing the task must upload a photo or leave a comment.

• Job Codes – Select which job codes are allowed to perform the task.

• Participants – Choose whether the task applies to all companies or only specific users.

• Schedule – Set the time(s) the task should be triggered. You can schedule it to fire once or multiple times per day within a specified time range.

• Collections – If desired, group related tasks together by assigning them to a Collection.

Step 5: Save the Task

Once all details are entered, click Save to finalize your Daily Guide Task.

By setting up Daily Guide Tasks, you’ll improve accountability and ensure your team stays on track throughout the day.