Task Lists let you create recurring routines for each of your locations — daily opening checks, weekly cleaning schedules, monthly stock counts — and track whether staff are completing them.
Key concepts
- Location — where tasks happen (a store, branch, or site). Create a location before adding tasks to it.
- Task — a specific routine at a location with a name, frequency (daily/weekly/monthly), and optional assignee.
Calendar view
The Task Lists calendar shows tasks scheduled for the current period. Completed tasks appear with a green tick; overdue tasks are highlighted in red.
Completion tracking
Admins can see completion rates for each location and task — useful for spotting locations that consistently miss routines.
Audit reports link to Task List completion rates, showing whether a failed audit item relates to a routine that staff are not keeping up with.