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Side Work Duty Assigner

Side Work Duty Assigner hands each server their own personal set of pre/post-service tasks — polishing glassware, folding napkins, restocking condiments, prepping the beverage station, cleaning — and lets a manager sign off a shift's sheet once every task across every server is ticked complete.

📍 Menu path: Staff & HR → Side Work Duty Assigner
👤 Who uses it: All roles with the Billing feature enabled; assigning tasks and signing off a sheet is a management action

Overview

This is per-person, not departmental — each server on duty gets an individually assigned task list, unlike the Opening & Closing Checklist which is a single whole-team list.

A Side Work Sheet belongs to one date + shift (Breakfast/Lunch/Dinner/Late Night) and holds one assignment block per server, each with its own list of tasks.

Tasks are drawn from a built-in pool of about 20 common side-work items grouped by area — Station (polishing/rolling cutlery), Tables (napkins, bread stations, candles, centrepieces), Restocking (condiments, sugar, salt & pepper, water, side station), Beverage (coffee machine, tea station, ice) and Cleaning (menus, floor, chairs, restrooms, host desk).

Staff tick their own tasks as they complete them; a per-server and whole-sheet progress bar shows percentage complete, colour-coded amber (in progress), blue (100% done, awaiting sign-off) and green (signed off).

Once every task on the sheet is done, a "Sign Off" action becomes available — signing records the manager's name and a timestamp and locks the sheet so tasks can no longer be un-ticked.

"Print" produces a hard copy of the full sheet — every server's tasks and completion state, plus the sign-off name/time once closed.

Before You Start

Step-by-Step Guide

1 Create and assign a side-work sheet for a shift

  1. Click "New Sheet" and set the Date and Shift.
  2. For each server on duty, add their name and pick tasks from the task pool (or add a custom one) to build their personal list.
  3. Save the sheet — it now appears on the board with a 0% progress bar for each server.

2 Tick off tasks during service

  1. Open the sheet and find your name's block (or the block for the server you're checking).
  2. Click each task as it's completed — it shows as ticked and struck through, and the progress bar advances.

3 Sign off a completed sheet

  1. Once every server's tasks show 100% (the sheet's bar turns blue), click "Sign Off".
  2. Enter the signing manager's name to confirm.
  3. The sheet locks — tasks can no longer be ticked or unticked, and the sheet displays "Signed off by [name]" with a timestamp.

Every Field & Button, Explained

Field / ButtonWhat it does
Side Work Sheet (date + shift)One sheet per date/shift combination, containing one task-assignment block per server on duty that shift.
Task pool (by area)About 20 built-in tasks grouped into Station, Tables, Restocking, Beverage and Cleaning — pick from the pool or add a custom task when assigning.
Per-server progress barPercentage of that server's own tasks ticked complete; colour shifts from amber (in progress) to blue once they hit 100%.
Sign OffOnly enabled once every task on the whole sheet is complete; records the signing manager's name and timestamp and locks the sheet from further edits.
PrintProduces a full hard-copy of the sheet — every server's tasks, completion state, and sign-off details once closed.

Tips & Best Practices

Troubleshooting & FAQ

I can't untick a task I completed by mistake.
Once a sheet has been signed off, every task on it is locked and can no longer be ticked or unticked — this is intentional, so a closed sheet stays an accurate record. If it hasn't been signed off yet, tasks remain toggleable.
The Sign Off button is missing or disabled.
Sign Off only becomes available once every task across every server on that sheet is marked done — check each server's block for any remaining unticked task.
A server assigned to a shift isn't showing on the sheet.
Assignment blocks are added manually per sheet, not pulled automatically from the staff roster — add that server's block yourself when creating or editing the sheet.