A Look Inside Checklists
Sections
A Checklist is typically made up of sections and each section has tasks within. Let’s quickly talk about Sections before we dive into Tasks.
A Section is basically a group of tasks, allowing you to categorize tasks better. We understand that there may be instances when multiple users work on the checklist at the same time. You can view the last updated time and user information under each section name.
Copy A Section
You can duplicate a section by using the more icon to the right. By doing so, you will be prompted to copy the section. A section copy will only duplicate the section name and tasks, never the input value. You can just as easily remove the section copy by tapping on the more icon once again and following the prompt to delete.
Section Filters
Section Filters can be accessed through the filter icon on the top left corner. Oftentimes users are faced with checklists with multiple sections. Sometimes too many! By using the filter option, we make it possible for you to select only the section that you need to work with.
Select Sections
Your organization may have added 'Select Sections' while creating a checklist. If a Select Section has been added to the checklist, it will be placed just like a regular section would, only aligned towards the right with an add icon (+) beside it. Once you click on the Add button, you will be taken to a list of Sections and you will need to make a selection. Once a selection has been made, you will see the selected section along with other sections on the Checklist. A Select Section, unlike a regular section, can be removed.
Checklist Tasks
This is what it all comes down to.
Tasks are placed within sections and are of various types. Let’s find out what goes into a task card, task types and the possibilities with checklist tasks.
A task card is the box that a task is placed in (like in the image below). The task name is right on top, while the “more” icon is beside the task name. You can also view task history to look at previously entered task values. The history button is placed right under the task name. A task that has passed is indicated with a green triangle on the top left corner, while a task that has failed is indicated with an orange triangle.
The image below shows you what Task history in expanded form looks like on a Checklist. You can collapse the task card by tapping the "arrow up" button on the bottom left.
Task Types
There are different task types on a checklist set by your organization.
Regardless of type, you will be prompted to use your keyboard or scroll to fill in the responses.
Speed tip: Click “Next” on your keyboard while working on text, number and temperature tasks to enable a more seamless manner of completing tasks.
Let’s look at a few examples of task types.
Task type - Yes/No
Task type - Date
Task type - Multi choice
Task Type - Text tasks
These are task types that allow you to enter a text response directly onto the task. For example, if a task requires you to fill in any employee information, you may use the text field under the task name.
Speed tip: Click “Next” on your keyboard while working on text, number and temperature tasks to enable a more seamless manner of completing tasks.
Task Type - Number tasks
Task Type - Timer tasks
Task Type - Temperature Tasks
A number task type also includes Temperature tasks that use Bluetooth thermometers. MeazureUp currently supports four different Bluetooth thermometers -
1. Thermoworks thermometers such as the following:
- BlueTherm-One
- RayTemp-Blue-
-
Thermapen-Blue
2. Cooper Atkins - Blue2
In order to use this feature, make sure your Bluetooth thermometer is switched on. If you double tap on a task, it will take you to a Bluetooth thermometer screen. Once here, it will prompt you to accept the thermometer reading for that task. When you accept the temperature reading, it will get displayed on the task.
If you do not use a Bluetooth thermometer, you will have to enter the thermometer reading manually on the task.
Task Type - Select Taks
Remember Select Sections? Well, select tasks work in a similar fashion. Your organization may create a checklist with predetermined selectable tasks within. By tapping on the “Add” icon, you will find a list of tasks to choose from. Once you have made a selection, it will appear on the checklist just like other tasks. A Select Task can be deleted.
Any task that only applies to a checklist as an exception for that day/week/month and not otherwise. For instance, a task to do with seasonal food items such roast turkey or rhubarb.
Default Value
You may on occasion see a pre-populated task, which is a task in a Checklist that has a response already filled in.
Task Options
You can do more while working on a task! The “more” icon will open up a list of options for you to choose from.
- Copy task – This will duplicate the task without any input and will be indicated by a "duplicate" icon.
- Not Applicable – On occasion, a task may not apply to that checklist. Selecting NA from task options will mark it as such
- Info – Any additional information or task descriptions will be displayed here. This information could include text, image or video to indicate specific ways to carry out a task. If a task carries Info, it will be indicated by a light blue dot beside task history.
- Actions – If a task requires follow up, it can be assigned through here. You can learn more about actions here.
View Total and Pending Tasks
While working on a checklist, if you tap on the filter icon in the top left corner, it will give you two options to filter tasks - Total and Pending. By default, Total is selected and you will see a number beside each option. If you select Pending, it will only show you tasks that have not been completed in the checklist.
Checklist Notes
Sometimes while working on a checklist, there may be notes or images you would like to add for yourself or other users to see when they log in. This can be easily done by using the communication log accessible by tapping on “Notes” on the bottom navigation bar. You can also view notes and images added by a different user for the same checklist. The notes and images added here can be removed. All notes created here are pooled into Comments.
You can add tags to a comment on the checklist to help organize and filter notes at a later time. Tags are pre-created in the configurator on WebApp and can be based on different criteria such as specific checklists (Cleanliness, COVID Check), a specific area (FOH, BOH) or item (Fresh Produce, Ice) etc. For instance, you can filter comments based on Salad Station to only see comments within that tag. Read more about how tags are created here.