What do all the options mean when creating a new task?

When setting up a new task, or editing an existing one, there are a number of check boxes that you can select to improve the functionality of the list.  Here are what each of those features can do:

📝 Notes Allowance

This setting controls how users can add notes to a task list.

Available options:

• Item – Allows users to add notes, actions, or photos to each individual task row ✅ (Recommended)
• None – Disables notes completely

👉 We recommend selecting “Item” so users can add notes, actions, or photos where needed while completing tasks.

⏰ Must Be Completed Before / After

This setting lets you define a time window for when a task must be completed.

For example:

• Task must be completed after 8:00 AM and before 5:00 PM.

If the user completes the task outside this time window, it will:

• Still show as completed
• Be marked as out of time and non-compliant

Completion warnings are triggered based on the times you set here.

🌙 Overnight

Use this option for tasks that continue past midnight.

Example:

If a task must be completed after 9:00 PM and before 2:00 AM, enabling Overnight allows users to complete the task after midnight without issues.

🔔 Completion Warnings Enabled

Enable this to receive popup reminders when a task is nearly due or overdue, based on the time settings above.

⚠️ Compliance Warnings Enabled

Enable this to receive notifications if any items in the task list are marked as non-compliant.

⏰ Completion Time Lock

Enable this option if you want to stop the task from being completed outside the set time.

Example:

If a task must be completed between 8:00 AM and 5:00 PM, users will not be able to complete it before 8:00 AM or after 5:00 PM.

🏢 Head Office Mandatory

Marks the task as mandatory for all venues.

Venues cannot disable this task, but it can still be edited if needed.

🔒 Lock Edit Checklist

Prevents anyone from editing the task list once it’s set up.

📸 Image Required

Force users to take a photo for every task item (requires a check column).

📅 Period Check Enabled

Adds day-based sections (Monday–Sunday) to the task list.

Useful for daily recurring tasks.

🚫 Disable Headers

Hides section headers from users.

👉 This is usually left unchecked so users can clearly see task sections.

📱 Use by QR Code Scanning

Allows users to open and complete the task by scanning a QR code.

🔁 Period

Choose how often the task appears:

Daily / Weekly / Fortnightly / Monthly

🔢 Order

This controls where the task appears in the task list.

• The order number works within each Area Name.
• Each Area Name starts counting from 1 again.
• If no Area Name is selected, the task will be ordered based on:
• • Its frequency (Daily / Weekly / etc.)
  • The number you assign here

👉 Example:

• BOH tasks can be ordered 1, 2, 3
• FOH tasks can also be ordered 1, 2, 3 independently

🏷️ Area Name

Groups tasks under a specific heading (e.g. BOH, FOH, Kitchen).

Example:

• Area Name: BOH → Task appears under BOH
• Leave blank → Task follows the default Daily/Weekly/Monthly layout

📢 Publish Status

• Unpublished: The task is hidden from users (useful while building or editing).
• Published: The task becomes visible to users on the app.

👉 Once the task is finalised, make sure the status is set to Published.

📊 Report

• Use the dropdown to link reports to this task list.
• This is how compliance reports (e.g. council reports, temperature reports) are generated.

💾 Save

Don’t forget to Save the list once you’re finished, so all your settings are applied.

For support on adding specific tasks or information on the Sections of your list, please see our support document - What do the Section Settings mean when editing a new task?

Updated on: 02/01/2026