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Creating Tasks

You can create one-time tasks or add tasks to an existing active project for reporting purposes. Tasks can be created from both the web app and mobile device.

Navigate to the Tasks section in the left navigation bar. Click 'Add Task' in the top right corner:

At the top of the bar, select the task type you want to create: Basic, Photo, or Form. Fill out all relevant information including task title (or choose a form if your task is to complete a form), description, assign to, location, and date due. If you want to add these tasks to an existing project, click 'Add to Project' and choose the project you'd like to add the tasks to. [How to create a project]. You can also add a follower to a task or project, who will receive the same updates as a task or project's creator. Click 'Create'. The assignee(s) will receive an email, text message, or push notification (depending on their settings) letting them know a new task needs to be completed.

Triggered (Follow-up) Tasks

Tasks can also be automatically created and assigned based on preset conditions or exceptions. To learn how to create follow-up tasks, click here.

Editing Tasks

From 'Tasks', click on the task you would like to edit and click on 'Edit'.
Make the necessary changes and click 'Save'. From here, you can change the task name, description, reassign the task, change the location to which the task is assigned to, change the due date, or add the task to a Project.

Bulk Editing Multiple Tasks

Use the filters to narrow down the tasks you would like to edit. Available filters include: Team My tasks, All Tasks, Created by me, Archived Tasks Title Project Location Assigned To Status (completed or missed) Date Due
Use the checkboxes to the left of the task to choose one or many tasks to edit. Once you have selected the tasks, click the blue 'Edit' button in the lower right corner of the screen.
The "Edit Tasks" window will appear. You can edit: Assigned Project Date Due Assigned User Select 'Save' when you are done to save the edits to your tasks.

Pausing Tasks

If you would like to pause tasks either because of holidays or due to a temporary closing at your locations, use one of the following methods depending on your needs.

Temporarily Closing Locations for More Than One or Two Days

When pausing tasks for extended periods, you'll move the location outside the hierarchy to stop receiving tasks. The best approach is to remove the 'Owner/User' from the location, then remove the User and Location from the hierarchy team.

From the web app, go to Hierarchy. Find and click on the restaurant location you want to pause tasks for temporarily. Click the three dots and select "Edit Location". Remove 'Owner' from the location (towards the bottom) and click "Save". Return to the dashboard and click Hierarchy again. Select the Team the restaurant was in, X out the User and Location for the restaurant, and click "Save".

Temporarily Closing Locations for Holiday/Inclement Weather

If a store is temporarily closed for a short period, you can allow the tasks to run, then delete them afterward so they don't count against task completion metrics. This makes sense for closures of only a few days, since it takes 48 hours to turn tasks off/on.

From the web app, go to Tasks. Filter by the desired Location, change Status to "Missed", and delete the pre-filled dates. Select the tasks you want to delete. Click "Delete" on the bottom right-hand side.

Archiving vs. Deleting Tasks

When going to remove or adjust tasks, you will notice that there are two options available: Archive and Delete. Understanding the difference is crucial for accurate reporting.

Archiving a Task

Archiving a task removes the task from the assignee's available tasks. Archived tasks are still counted toward overall task completion percentages for the user as well as project and report task completion percentages.

Deleting a Task

Deleting a task removes the task from the assignee's available tasks, but removes the task completely from all task completion reporting - similar to if the task never existed in the first place.

Example Comparison

Scenario: You have a project with 100 tasks of which 70 have been completed, and you want to remove the remaining 30 tasks from the project.

Archiving/Deleting a Single Task

Bulk Deleting/Archiving Multiple Tasks

Select multiple tasks using the checkboxes. Click "Delete" or "Archive" button. Confirm in the dialog window.

Viewing Previously Deleted Tasks

You can view previously deleted tasks by using the Status dropdown on the tasks page.

Use the dropdown and select "Deleted". You will then be shown a list of previously deleted tasks. You can also search for specific tasks.