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.
1. Click on your user icon in the top right-hand corner and select Settings.
2. Select the name of the task you would like to edit. Find the section you want to add/remove or edit a column for.
3. Expand the section settings by clicking + Section Settings.
4. Click on + Column Settings to bring up the options box.
5. Select + Add Column to add a column. This will immediately open all of the column settings.
To add a column, you only need to fill in 'Column Name' and 'Column Type'.
6. 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.
7. Select your Column Type.
Column Types and Functions
Column Type | Purpose | Notes |
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 |
Dropdown | Creates a dropdown option | Custom options separated by commas |
Equipment | Dropdown of equipment | Shows all equipment loaded in system |
FSS | Dropdown of certified FSS staff | Populates from anyone marked as 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 |
Temperature | Numeric temperature input | Use this to set up compliance ranges |
Text | Free text | Use for general notes |
Time | Time entry | Cannot be autofilled (use Datetime for autofill) |
UBDDate | UBD box + time | To track use by dates |
Weight | Numeric weight entry | Choose unit of measurement |
8. Once you've added your first column you can minimise it by clicking on the 3 lines. This makes adding the next one easier.
9. Keep adding columns until you have all required ones.
10. Some column types can automatically fill (e.g. Datetime). Select this option in the column settings if needed.
11. Linked Column Name — connects related columns. If you'd like a compliance range to display, select the column type Compliance-Label, then under Link Column Name enter the name of the column you want to link. See this guide for how to add a compliance range.
Is Optional — if ticked, task completion will not be affected if the field is left empty.
12. Once you have all columns added, click Save. Once the column settings box closes, save the task.
A task only updates when it reaches its next scheduled frequency — daily tasks update the next day, weekly tasks update the start of the following week.