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

Written by Freyja Jensen-Dowell
Updated over a week ago

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.

  • Item – Allows users to add notes, actions, or photos to each individual task row ✅ (Recommended)

  • None – Disables notes completely

⏰ Must Be Completed Before / After

This setting lets you define a time window for when a task must be completed. If the user completes the task outside this time window, it will still show as completed but be marked as out of time and non-compliant.

🌙 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 window.

🏢 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. 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

Controls where the task appears in the task list within each Area Name. Each Area Name starts counting from 1.

🏷️ Area Name

Groups tasks under a specific heading (e.g. BOH, FOH, Kitchen). Leave blank for 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  • Unpublished: The task is hidden from users (useful while building or editing).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.

💾 Save

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

For support on adding specific tasks, see: What do the Section Settings mean when editing a new task?

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