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?”).
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.
How do users complete a Task List?
Task Lists are completed in the Opus app. They can't be completed on the dashboard.
What happens if multiple employees are assigned a Task List during a shift?
If multiple employees share the same role—like two servers working the same shift—and the Task List is assigned to that role, only one person needs to complete it. Once one server completes the list, the other will see in the app that it’s already been completed for that schedule.
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 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.