Work

Get things done, every shift

Create checklists, assign tasks, and track completion across your team.

Documentation

(11)

Element templates

Learn how to create, manage, and reuse element templates in Pilla to speed up work schedule creation and one-off work forms.

Work schedules

Learn how to create recurring work schedules in Pilla, set recurrence options, assign teams, and add work elements for your team.

Work forms

Learn how to create and complete one-off work forms in Pilla using element templates, without setting up a recurring schedule.

Viewing work

Learn how to view, navigate and filter your work items in Pilla. Navigate by date, understand status indicators, and use swipe actions.

Completing work

Learn how to complete work items in Pilla, including filling in elements, saving progress, marking work complete, and handling issues.

Editing work

Learn how to edit individual work occurrences and recurring work schedules in Pilla, including managing elements, stopping templates, and deleting work.

Work issues

Learn how to report issues with work items in Pilla, view the Live issues screen, and resolve problems when they're addressed.

Work analytics

Learn how to view work completion analytics in Pilla, including performance metrics, frequency details, and scheduling insights.

Exporting work

Learn how to export work data by tag or by team in Pilla. Filter by date range, preview work items, and download CSV reports via email.

Work settings

Configure how far ahead staff can see work and how much grace time to allow for late completions in Pilla.

Poppi actions (AI)

Learn about Poppi's AI-powered work actions including task reminders, issue persistence alerts, issue trends, and missed task pattern reports.

Managing work in Pilla

Work items help you ensure important tasks get done on every shift. From opening checklists to closing procedures, Pilla keeps your team accountable and your operations running smoothly.

What you can do with work

  • Create work templates - Build reusable checklists for recurring tasks
  • Assign to teams or individuals - Make sure the right people see the right tasks
  • Track completion - See what's done and what's outstanding in real-time
  • Report on issues - Flag problems and track their resolution

Browse the guides below to learn more about each feature.