Create a recurring task

Add a recurring routine to a Task Location so it appears on the schedule for staff to complete.

Create a task

1. Click Task Lists and select the location.
2. Click Create Task (or the + button).
3. Enter the task name (e.g. "Opening checklist", "Evening cash-up").
4. Set the frequency: Daily, Weekly (choose day), or Monthly (choose date).
5. Optionally assign the task to a specific staff member.
6. Click Save.

Require a photo on the task

To turn the task into a photo report — staff must attach visual proof before they can mark it complete — open the task in edit mode, find the Required Confirmation section, and switch on Upload image. See Add a photo to a task.

Link a task to a Knowledge Base Page

Link to a Page so staff can read the procedure while completing the task.

1. Open the task in edit mode.
2. Click Link to Page.
3. Search for and select the relevant Page.
4. Click Save.

Edit or delete a task

• Edit: Click the task name → edit fields → Save.
• Delete: Open the task → ⋯ icon → Delete task.

Deleting removes all future occurrences. Completed past occurrences remain in history.

Related articles

• Task Lists overview
• Complete your tasks
• Add a photo to a task