This article will show you how to use the reschedule tasks tool to update task allocations for future shifts, review proposed changes and understand what the tool can and cannot change.
What is Retasking?
Retasking reallocates employees between tasks within their existing shifts to better match updated task-level demand.
It changes task allocation, not the underlying schedule. Shift start and end times, break times and the employees assigned to shifts remain unchanged.
Please note that Retasking is an interday capability. It supports future or multi-day schedules, but it does not support intraday or real-time task reallocation. You cannot run Retasking on a shift that has started.
Before using Retasking
Before you run Retasking, make sure:
Existing shifts cover the period you want to retask
The correct locations and departments are configured
The required tasks are enabled at the relevant location
Employees are assigned to the appropriate location
Employee-to-task skills are accurate
Suitable task-level demand is visible in the demand graph
A manager is available to review and approve the changes
You have an agreed process for communicating approved changes to employees
Retasking works within one location at a time. It does not move employees between locations.
Using Retasking
Open Scheduler for the relevant location.
Select Tools.
Select Reschedule Tasks.
Select the location to retask.
Select all eligible users or a specific group of users.
Select the future date range.
Start the Retasking run.
Review the proposed task reallocations.
Approve the changes or rerun Retasking if the result needs to be regenerated.
Communicate the approved changes to the relevant employees.
Retasking uses the current task-level demand shown in the demand graph as the target for task allocation. It requires manager review and approval. It is not an unattended automatic process.
What Retasking can do
Retasking can:
Reallocate employees between enabled tasks within existing shifts
Reallocate employees within a single location
Use current task-level demand as the target
Apply employee skill restrictions
Apply configured task-level restrictions
Run for all eligible users or a selected subset within a location
Support task changes outside breaks where this is enabled for the customer
Be rerun for the selected scope
Typical use cases include distribution-centre task and zone rebalancing, retail department redeployment and hospitality task allocation.
What Retasking cannot do
Retasking cannot:
Create new shifts
Provide additional staffing
Extend or shorten shifts
Change shift start or end times
Change break type, timing or duration
Change the employee assigned to a shift
Move employees between locations automatically
Move employees to tasks they are not qualified to perform
Modify tasks at a different location
Provide intraday or real-time task reallocation
Guarantee perfect coverage
Decide when work should happen from workload totals alone
Retasking requires time-specific staffing requirements, such as the number of people required for
Rerunning Retasking
You can run Retasking again for the same schedule. A later run replaces the earlier result within the selected scope, so check the location, users and date range before starting another run.
There is currently no simple undo for Retasking. If you are unsure about the scope, start with a smaller group or shorter future date range and review the result before approving it.
If Retasking is not working as expected
Check that:
The selected shifts have not started
The correct location and future date range were selected
The expected employees were included
The demand graph contains suitable task-level demand for the selected period
The required tasks are enabled at the location
Employees have the skills required for the tasks
The existing shifts are eligible for task changes
Contact Rotageek customer support if the feature is unavailable, a run fails, or the result does not match the documented interday behaviour.