Managing Tasks and Sections

In this article we’ll take a closer look at creating, editing and deleting sections and tasks.

Create New Section

Before creating a Task, you need to create a Section to assign tasks to, which will ultimately get added to a Checklist.

Once you’ve opened the Task Repository, click on the New Section button which is situated on top of the Sections column on the left.

Enter a name for the new Section and hit Create. You’ve created a Section.

The New Section you’ve created will get added to the list of Sections in the column on the left. You may now begin adding Tasks to the Section!

Select Section

While creating a New Section, you can make it a Select Section by clicking on "Show More". A Select Section has multiple sections within it, allowing the user to choose any one section on the Mobile App, based on the requirements for that day.

For instance, you create a select section titled “Daily Specials Temp Check”.

You will then choose pre-existing sections (that already include tasks) to add to the select section. The mobile App user will see a list of options under “Daily Specials Temp Check” on the checklist and then make a selection.

Create New Task

To create a new Task, select the section you would like to create the task in. Next, click on the New Task button on the far right, above the list of tasks.

The New Task pane will slide in from the right for you to start filling in. Make sure you’re on the general tab so you can start filling in details for the task.

Follow the steps listed below to quickly create a task

Add a task name
Choose task type. Scroll down to view task types explained in detail.
Add Fail Value by using the toggle, if applicable. Fail Value is explained in detail with task types below.
Use the dropdown to assign new task to a Checklist

At this point, you can either hit create and save the new task, or move on to the Info tab to add images/videos to the task.

Add Info to a Task

This space allows you to add specifics for the user to follow while carrying out the task on the mobile app.

Info works as an effective training method when it comes to task completion as you can include images, videos and text as Info for the task. Use the Preview button to see how the media files attached will show on the mobile device.

Clone/Edit/Delete Tasks

If you hover over a task name, you will see three options presented to you in the Action column. These options are:

Clone task : This creates a copy of the task in the same section

Edit task : This opens up an edit pane that looks just like a new task pane. You can make changes to all the task fields from here.

Delete task : In order to delete a task, first remove it from the Checklists it has been assigned to. Then, delete the task from the Task Repository.

Edit and Delete Sections

If you hover over Section names, you will see the options to Edit and Delete.

Edit Section : This allows you to change the section name.

Delete Section : This deletes the whole section - regular and select. The section cannot be deleted unless all the tasks in it are deleted.

For Select Sections, edit works slightly differently.

Edit Select Section : This opens up a dialog box similar to New Section. You can edit the section name and also add or remove sections from it by clicking on Show more options.

Delete Select Section : This allows you to delete only the select section and not the sections within it.

Task Types

At DailyChex, we offer you a variety of task types to cover all areas of operations at your store. Each task type has different input values and can have “fail values” assigned to them by using the toggle. Let’s look at the different task types in detail then!

Yes/No

This is a task type with a response or input value of Yes or No.

Example - All rugs/mats rolled and cleaned.

Fail Value for Yes/No task:

Use the toggle to specify a Fail Value. You have two fail value options in this task type:

Yes - Water leakage in kitchen
No - Rugs/mats rolled and cleaned

Number

A number task is created when a task requires a number as an input. For instance, a task for weight, temperature or simply, a count.

In this task type, you can assign units to the input value such as lbs or oz or leave it as a number task without a unit.

Examples -

Number of clean trays in dining area
Meat quantity in freezer tray
Temperature of steak

You can make the task a Temperature Task by using the toggle on the right after adding the appropriate unit.

DailyChex is currently compatible with four different models of Bluetooth thermometers. Use your mobile device to get a direct reading on the App from the thermometer. Here is the list of the Bluetooth thermometers:

1. Thermoworks:

BlueTherm-One
RayTemp-Blue-
Thermapen-Blue

2. Cooper Atkins :

Blue2

Fail Value for Number Tasks:

Use the toggle to specify a Fail Value. You have three fail value options in this task type:

Less than - Number of clean trays in dining room is less than 12
Greater than - The temperature of potato salad is greater than 140F
Below - This works as a range : below and above. For instance, Salad temperature is below 41F and above 140F.

Date

A date task allows you to create tasks that require a date as an input value.

Example - Expiry date of coffee creamer.

Fail Value for Date Task:

Use the toggle to specify a Fail Value. You have three fail value options in this task type:

Before - Butter prepared before September 2, 2020
After - Glass trays last cleaned after August 14, 2020
Between - Manufacturing dates coincide with dates of recalled items

Use the date picker to select your dates.

Time

If you need to measure the duration to complete a task, this is the task type you would choose.

Example - Time taken for customers in the waiting area to be served.

Fail Value for Time Tasks:

Use the toggle to specify a Fail Value. You have three fail value options in this task type:

Before - A cleaning task was completed before three minutes.
After - A waiting customer was served after four minutes
Between - A cleaning task was completed between one and three minutes.

Use the time picker to select the times.

Multi-choice

A multi-choice task is created when you have a task where the input is chosen from a list of choices.

Example - Appearance of glass display is excellent/good/poor/unacceptable.

Follow the steps listed below to create a multi-choice task:

Create (type) a choice - this can be a single word or a phrase that best describes the task response
Use the “plus” sign to add the choice created to the list of choices.
You can keep adding choices by following steps 1 and 2.
A choice can be removed by clicking on the "x" mark beside the choice in the list that appears below

Fail Value for Multi-choice Tasks:

The steps to specify fail value for a multi-choice works like this:

The choices created for the task get added to the box under “Fail when value is”.

To assign a fail value to this task, select checkboxes for all choices that apply.

Select Task

A Select Task is created when you want a task to include multiple tasks within it, allowing the user to choose any one task on the Mobile App, based on the requirements for that day.

Example - You create a Select task called “Weekly Clean”. You will then choose from a list of tasks to add to the select task. The mobile app user will see a list of options under “Weekly Clean” on the checklist and make a selection.

A Select task has the same fail value as defined in the task selected from the list.

For instance, the user selects the task “Counters Wiped Down” which is a Yes/No task with a fail value of No. The same fail value will apply to the Select task Weekly Clean. If the user chooses a different task the next day, the predefined fail value on that task will apply to the Select task.

Text Task

This task type allows you to create tasks that require users to manually type open-ended responses in, rather than select from a list of choices.

Example - Employee name for Covid-19 Checklist.

A text task has no Fail value.