Adding, Removing and Editing Rows on Tasks

Keeping your task lists accurate and up to date is essential for smooth daily operations. This guide will demonstrate the process using a Master Login; however, the steps are the same for all users. Please note that users below a Store Manager level will not be able to edit tasks to help protect the accuracy and integrity of your task records.

In this section, you’ll learn how to add, remove, and edit rows within the Tasks area of the platform — ensuring your team’s task list remains current, consistent, and compliant.

Adding, Editing & Removing a Row

1. 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' 
2. 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 row in. To add a row, simply click on +ADD ROW. Enter in the row name you would like (e.g. Clean behind fridges) and click SUBMIT
3. To edit a row, click on the downwards facing arrow and this will expand the row to show all of the row configurations.
4. This is also where you can EDIT the row name or DELETE the row.

**Description of each: **

• Alert Franchisee For Compliance- this will alert the franchisee if row fails to meet compliance
• Locked by Head Office- this will lock the task so you are unable to edit unless you have head office clearance
• Ignore For Task Completion-  this will allow the user to complete the task list with this not marked
• Image Required- this forces the user to take a photo of the task mentioned before moving on 
• Must be completed after/before- this is if you need the row to be completed between a particular timeframe (e.g. AM temp checks)
• Enable Sample Image- this allows the sample image feature
• Make Store Configurable- this allows each store to set the photo specific to their store
• Description- you can add a description to explain how to complete the task, or to add in more details of the task
• Compliance List- this is where you can add any temperature ranges for items to meet compliance- this also is required to enable the "Temperature Out of Range" notifications
• If you need to add a compliance temperature to a row, you can do this by selecting the + in the 'Compliance List' section.

Adding Compliance to a Row

1. Find the row you want to edit and click the downward arrow on the right to expand the rows settings
2. After expanding the row, click the + icon located in the bottom-right corner. From there, select the column you’d like to apply a compliance range to

3. You will see the option to add in a minimum and a maximum- you can choose to have a single field (e.g., 5°C Max) or multiple fields (e.g., 1–5°C)

4. Once you're done, click ADD. If you need to add more than one compliance range for a row (e.g. 2Hr Temp, 4Hr Temp) please repeat steps 2-3.

Updated on: 05/12/2025