How do I build a Task List?
Task Lists are built in the Opus dashboard. They support auto-translation, auto-save, and real-time collaboration. Each Task List is made up of Sections (like Food Prep Area or Register) and Steps (like “Are there cutting boards in the food prep area?”). Read more here.
What types of steps can I add to a Task List?
You can add the following step types:
Checkbox
Yes/No
Text input
Number input
Temperature input
Multiple Choice
Each step can be required or optional. You can also allow photo uploads or notes. Any step can have triggered alerts if something’s not right.
How do I share a Task List with my team?
Use Library Access to assign Task Lists by role, location, hire date, etc. This ensures users see only the lists they need. Task Lists appear on the homepage of the Opus app during the scheduled time-frame. Users can open and complete them directly from there.
Can I schedule Task Lists?
Yes, you can set Task Lists to appear in the Opus app on a recurring schedule (like “Mondays at 3pm” or “daily from 9–11am”).
Based on your permissions, you are be able to see which teams completed the list during the scheduled window. Under Reporting, you can see if a Task List was not completed during its scheduled time.
Can I set reminders or notifications for Task Lists?
No. Task list notifications aren't supported, since access is based on the filters you set (like locations, departments, or roles), rather than individuals. We recommend setting reminders manually or using a standing process (like a daily huddle or checklist review) to keep task list usage consistent.
How do users complete a Task List?
Task Lists are completed in the Opus app. They can't be completed on the dashboard.
Can multiple employees work on the same Task List during a shift?
Yes! If multiple employees who have access to a Task List can work on the completion together. Only one of them has to submit the Task List. Everyone assigned will see answers update in real-time as teammates complete tasks, even before anyone hits submit.
Can I turn off collaborative completion?
Yes. To require each user to complete the Task List individually, open the Task List in the dashboard, go to the Manage tab > Settings, and set Collaborative Completion Enabled to No.
What kind of reporting is available for Task Lists?
There are three types of reports:
All Submissions: See a list of every completed Task List, who submitted it, and any flagged issues.
Schedule Completion: See which locations completed a Task List during its scheduled time window.
Summary: Understand trends step-by-step, like average answers, number of responses, and how often each step was flagged.
What happens if a step isn’t completed the way I expect?
If a step doesn’t meet your standards—like a user reports the soda station is out of straws, or a fridge temp is too high—you can set up a trigger to respond automatically. Triggers let you decide what happens next.
What are Triggers and why should I use them?
Triggers let you define what happens when a step in a Task List needs attention. Based on the user's response, you can:
Flag an issue – Mark the step so it stands out in reporting (e.g. “No straws at soda station”).
Suggest corrective action – Prompt the user to fix the issue on the spot (e.g. “Please restock straws”).
Send an automated message – Notify someone who needs to know about the issue (e.g. “Send a message to the Manager if fridge temp is too high”).
Triggers help you catch and respond to issues in real time, instead of finding out later.
Why did extra steps appear while I was completing a Task List?
Your answer to a previous question triggered additional follow-up steps that are specific to your situation.
For example, if you answer "Yes" to "Do you have an ice cream machine?", you'll see additional questions about cleaning and maintenance procedures for that equipment. If you had answered "No", those steps wouldn't appear at all. This ensures you only complete the steps that actually apply to you.