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HelpTasksCreating a Task
Tasks 3 min read Updated Sep 17, 2026

Creating a Task

ManagerAdministrator

Managers and Administrators can create a one-off task from scratch and assign it to a crew member at their location. Crew cannot create tasks.

Note.Administrators must be viewing a specific location (see Switching locations) before the crew list will populate. Managers are always scoped to their own location automatically.
  1. 1

    Tap the + button on the Tasks screen

    It’s the orange button in the bottom-right corner of the Tasks tab. The Create Task screen opens with Custom Task already selected.

    Blank Create Task screen with Custom Task selected and crew members listed
  2. 2

    Fill in the title and description

    Enter a Task Title and Description in the TASK CONTENT section. You can optionally also fill in a Spanish version by switching the EN/ES tab — see Translating a task for the quickest way to do that.

    Create Task form with title and description filled in
  3. 3

    Set priority and verification

    Choose High, Medium, or Low priority. Toggle Requires verification on if a manager or admin needs to sign off on the completed task before it counts as done.

  4. 4

    Assign it and save

    Under ASSIGN TO, pick a crew member at your location, then tap Create Task. It appears immediately at the top of the task list, Pending, with today’s date.

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