Articles on: Tasks

Adding, Removing and Editing Columns in Tasks

Columns are the fields that capture the specific information you want filled out for each task or row. For example, a row might represent an item such as ‘Chicken,’ and the columns would record details like its temperature, time, or any other relevant information. This guide will show you how to add, configure, and manage columns to ensure your team records accurate, consistent, and actionable data for every task.

To navigate your way to the 'Master Tasks/Tasks' area of the platform, click on your user icon in the top righthand corner and select 'Settings'
Select the name of the task you would like to edit. Once you're in the task, find the section you want to add/remove or edit a column for
Expand the section settings by clicking + Section Settings

Then click on + Column Settings to bring up the options box

Select + Add Column to add a column. This will immedietally open all of the column settings.

Highlighted below are the main fields that are used. To add a column, you only need to fill in 'Column Name and Column Type'

Enter the Column Name – This is the title that will appear above each field, showing users what information needs to be completed for that column

Select your Column Type

Column Types and Functions

Column Type	Purpose	Notes/Use
Action	Marks tasks that may require action	Can link to compliance tasks
Check	Yes/No selection	Use for simple checklist items
Checkbox	Tick box	Simple marking option
CompletedBy	Autofills user name	Automatically fills who completed the task
Completion-Status	Not Complete / Complete	Tracks whether task is finished
Compliance-Label	Links to Compliance	Shows compliance requirement for task
Crew	Enter name	Manual input for assigned staff
Date	Date entry	Manually filled only
Datetime	Date + Time entry	Can auto-fill or manually enter
DeliveryQualityCheck	Delivery Accepted / Rejected popup	Ensures delivery quality is verified
DepositBag	Task-specific	Use for tracking deposit bags
Dropdown	Creates a dropdown option	Custom options separated by commas (e.g., bread,milk,meat)

Dropdown: When adding items that contain more than one word, you will need to enter them as a single word first (e.g., ChickenSoup). Once you have added the comma at the end, you can then separate the words correctly.

Equipment	Dropdown of equipment	Shows all equipment loaded in system (from maintence or master)
FSS	Dropdown of certified FSS staff	Populates from anyone marked as a FSS
LocationCheck	QR code scan	Tracks task completion location
Manager	Dropdown of managers	Shows all managers in system
Multitext	Large text box	For detailed notes or instructions
Number	Numeric input	Only numbers allowed
PercentageValue	Shows as percentage	Converts number to %
pH	pH value entry	Numeric input for pH measurement
Price	Dollar value	Adds $ symbol automatically
Product	Dropdown linked to Master Products	Select products from system list
Signature	Signature box	Capture user signature
Status	Complete / Incomplete	Shows task completion status
Stock	Popout stock entry	Add product, quantity, and unit
Supplier	Dropdown of suppliers	Filtered by supplier category (e.g., chilled, frozen)
Temperature	Numeric temperature input	Only numbers allowed- use this to set up compliace ranges
Text	Free text	Use for general notes
Time	Time entry	Cannot be autofilled (if you want this option please use Datetime)
Total	NOT IN USE	NOT IN USE
TPM	Oil tester value	Use for corrective action if needed
UBDDate	UBD box + time	To track use by dates
Variances	Manual unput	Manual input
Weight	Numeric weight entry	Choose unit of measurement

If you're using staff pins, you need to use Datetime as the column type for the staff members name to automatically stamp- please see more about this at step 10.

Once you've added your first column you can minimise it by clicking on the 3 lines. This makes adding your next one easier

Keep doing this until you have all the required columns added

There are some Column Types that have the option to automatically fill. These are highlighted in RED above. If you want one of these to automatically fill (e.g. Datetime) you can select this option in the column settings

There are some other commonly used column settings, please see these below.

Setting	Purpose	Example

Linked Column Name | Connects related columns (e.g., → Range (Column Name) +

Temperature (Column name- links compliace range attached) To use this you need to make sure you have a compliance

range attached to the row (e.g. Min Temp: 75°C)

See THIS GUIDE for how to add a compliance range. |

Is Optional

If this option is ticket, the rows completion will not be affected if this field has been left empty or not completed.

mon example is with cooling- sometimes you are able to get the temperature below 5°C before the 4HR mark.

Read Only/Column Default Value | Read Only: Locks "Default Value" Field and can only be viewed.

Defualt Value: If you don't want to lock this you can have an expected result, but it can be overwridden. |

Once you have all columns added, click SAVE. Once the column settings box closes, save the task.

Please note: A task only updates when it reaches its next scheduled frequency—for example, daily tasks update the next day, and weekly tasks updates the start of the following week.

Updated on: 05/12/2025

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