Daily Tasks (To-Do Lists)

What Are Daily Tasks?

They're to-do lists for your team. You create tasks once, and they show up every day (or on a schedule you set).

Creating a Task

1. Go to To-Do in the sidebar
2. Click Add Task
3. Fill in:

- Task name: What needs to be done

- Shift: Opening, During Day, or Closing

- Priority: Low, Medium, or High

- Photo required: Yes or No

- Instructions: Optional details

Shifts Explained

Tasks are grouped by when they should be done:

• Opening: Before you open to customers
• During Day: Anytime during operating hours
• Closing: At end of day before leaving

One-Time Tasks

Need a task done just once? Use the Quick Add button:

1. Click + Quick Task (or the + icon on mobile)
2. Enter the task name
3. Set priority
4. Submit

One-time tasks appear in a separate section and disappear after completion.

Task Priorities

Tasks are color-coded by urgency (cool to hot):

• Gray: Low priority (when you have time)
• Blue: Medium priority (handle today)
• Red: High priority (do first)

Completing Tasks

Employees see their task list when they log in:

1. Tap a task
2. If photo required, take a picture
3. Tap Mark Complete
4. Task shows a green checkmark

Task Feedback

Found a problem while doing a task? Report it:

1. Complete the task
2. Click the feedback icon (speech bubble)
3. Describe the issue
4. A work order is automatically created

This connects daily checks to maintenance tracking.

Viewing Progress

Managers can see:

• Which tasks are done
• Which are still pending
• Who completed each task
• Completion photos

How It Connects

Recurring Task (you create once)
  ↓
Daily Task (appears each day)
  ↓
Employee completes it
  ↓
Photo saved as proof
  ↓
AI Coach sees completion %
  ↓
(Optional) Feedback creates Work Order

Tip

Start with 5 to 10 essential tasks. You can always add more later.