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Task Templates

What are task templates?

These are standardized work instructions that are made available to all stores (e.g: “Clean all work surfaces”, “Measure 02°C cooling unit”, “Extractor hoods & tubes basic cleaning”).

 

 

How do I add a task template?

To create a task template, follow the steps below:

  • Click “Task Templates”
  • Click on the “+” symbol
  • Enter a title
  • Optional: Enter a description for the task template
  • Optional: Add required confirmation types
  • Optional: Add required “signatures”
  • Optional: Add “Attachments”
  • Set the “Settings”
  • Optional: Select a “Label
  • Click on “Save”

 

 

How do I edit a task template?

To edit a task template, follow the steps below:

  • Click on the task template
  • Edit the required fields
  • Click on “Save”

 

 

How do I delete a task template?

To delete a task template, follow the steps below:

  • Click on the task template
  • Scroll all the way down
  • Click “Delete this task template”
  • Click “Yes”.