Under “My tasks”, the “To do” list shows everything that is still open: required updates, chapters, courses, checklists and tasks. You get there from “Home”: your tasks are under “Today”, and “Show all” opens the full list.
Assign a task
Open your tasks and go to “Create task”, or tap “New” and choose “Assign a task”.
Describe the task under “What needs doing?”.
Under “For whom?”, choose “For a location” or “For one person”.
Under “When”, choose “One-off”, “Daily”, “Weekly” or “Monthly” and, if you like, a “Deadline”.
Tap “Assign task”. The person gets a notification on their device.
| Role | Can assign tasks to |
|---|---|
| Head office | all locations, not individual people |
| Partner | their own locations and their shift leads and team members |
| Shift lead | their own location and team members |
| Team members | nobody |
You complete a task with “Done”; if you tapped it by mistake, undo it with “Mark incomplete”. Head office sees the status of all locations under “Tasks across the system”. “My tasks” also lists open actions from store checks at your location and your own steps in projects, each with a deadline.
Fill in checklists
Checklists that are due appear under “To do”; all others are in your task list under “More areas” → “Checklists” or under “Menu” → “Hygiene & quality” → “Checklists”. Start with “Fill in” and complete the items (depending on the item with a tick, a reading, text or a photo). At the bottom of the screen there is a fixed bar with “Complete” that also shows how much is still open, so you do not have to scroll to the end. If a reading is outside the limit, enter how you responded under “What did you do?”. Until then the checklist cannot be completed. “Fill in again” starts a new round.
Tip: If your store has a store device with the “Checklists” function, you can also tick off the day's checklists there with your code. See Hygiene and checklists on the store device.
Head office creates checklists in the browser: “Menu” → “Hygiene & quality” → “Manage checklists” → “New list”, with “Frequency”, “Which locations do this?” and “Add item”. A checklist that has already been filled in cannot be deleted, only switched off with “Deactivate”: it then no longer appears for filling in, but the completed rounds are kept as records. If you remove an item that has already been filled in, it is missing from new rounds; in the old ones it stays with its values.