Module · Tasks

Where to find it in the app

• Use it: Operations → Tasks
• Turn it on/off: your business name (top-left) → Settings → Modules → Operations → Tasks

Plan: Solo and Business · Module group: Operations & compliance · Navigation: Operations → Tasks

1. Overview

Purpose. A shared to-do list for running the place. Assign jobs to people with due dates and priorities, set up recurring chores (opening/closing lists, the weekly clean), and see at a glance what's due today and what's overdue. It's a team task board, not a project-management suite.

Your wording. Like everything else, you can rename it to suit your business, Jobs, Checklist, To-dos.

2. When to use it

• Daily opening/closing checklists that reset themselves.
• One-off jobs, "fix the leaking tap", "call the linen supplier".
• Handover work: assign a task to the afternoon shift with a due time.
• Anything you'd otherwise scribble on the whiteboard.

3. Required permissions

• See, add, complete & edit tasks (tasks.view), the everyday set; staff have this by default, and it lets them edit any task's details.
• Delete others' tasks & set up the board (tasks.manage), managers; needed to delete a task someone else created, and to manage templates and settings.

4. Navigation path

Operations → Tasks

5. What you'll see

• Four views: Today (what needs doing now, overdue first), Board (columns you can set up to match how you work), List (everything, filterable) and Calendar (tasks on their due dates).
• A quick-add box, type and press enter.
• Each task opens a detail drawer: description, assignee, due date, priority, recurrence, and comments.

6. Turning it on

Settings → Modules → Operations & compliance → Tasks.

7. Step-by-step tasks

7a. Add a task

1. Open Operations → Tasks and use quick-add (or the add button).
2. Open the task to set an assignee, due date, priority and a description.
3. It appears in Today on its due date, and under Overdue if it slips.

7b. Make a task recurring

1. Open the task's drawer and set the repeat (e.g. daily, weekly on Mondays).
2. When it's completed, the next occurrence is created automatically for the next due date. Completing a recurring task never deletes the series.

7c. Use a template

1. Managers can save templates, a named set of tasks (e.g. "Closing checklist").
2. Choose Use template to drop the whole set onto the board in one go.
3. Templates are edited under the board's template editor (managers only).

7d. Turn a booking or customer into a task

From a booking or a customer record, choose turn into task, e.g. "call this customer back", and it lands on the board linked to where it came from.

7e. Comment on a task

Open the task and add a comment, questions, updates, or why something's blocked. Comments keep the discussion with the job instead of in the group chat.

8. Examples

• Beginner (café): a "Closing checklist" template, tills counted, floors done, fridge temps logged, applied each afternoon; the closer ticks it off on their phone.
• Real-world (clinic): the steriliser fails its check in Safety & cleaning; reception raises a task for the practice manager with High priority and a due date, and links the maintenance follow-up.
• Advanced (venue): the Board's columns mirror the venue's flow, To do → In progress → Waiting on supplier → Done, and recurring weekly tasks keep compliance jobs from being forgotten.

9. Reports & exports

The Today view is the working report: due, overdue and done-today at a glance. The List view filters by assignee and status for a quick catch-up in a team meeting.

10. Common mistakes

• Using Tasks for safety checks, temperature logs and compliance checks with pass/fail readings belong in Safety & cleaning; Tasks is for jobs.
• No due dates, undated tasks never show up in Today, so they're easy to ignore. Give jobs a date, even a rough one.
• One person hoarding tasks, assign them out; everyone with view access can complete their own.

11. Troubleshooting

12. Error messages

Actions confirm inline ("Task added", "Task completed"). Failures show a short toast with the reason, usually a permission gap or the module being switched off mid-session.

Related: Safety & cleaning · Team comms · Roster & timesheets