Task Lists help teams stay on track with essential work—from daily checklists to shift routines. Each Task List is made up of Sections (like BOH or FOH) and Steps (like “Are there cutting boards in the food prep area?”). You can build and manage Task Lists directly in the Opus dashboard, where you'll be able to schedule, translate, and customize them with your content.
When creating Task Lists, think about how your team will complete each step.
Use Do → Confirm for simple, familiar tasks—things your team already knows how to do but still need to check off for accountability. For example, during a closing shift, a team member might wipe down tables, then mark that it’s done.
Use Read → Do for more detailed or unfamiliar tasks where clear instructions are needed before taking action. A good example is setting up a new fryer—team members read each step first, then follow it exactly to make sure it’s done safely and correctly.
Building a Task List Step-by-Step
Go to the Task Lists page
In your dashboard, click the + New Task List button to start building.
Customize your Task List
Add a title and description, update the cover with a photo, emoji, or upload, and link any media from your library.
Organize with sections (optional)
Use sections to group tasks by area or workflow—like Front of House or Opening Shift. Add a name, instructions, and link content or media if needed.
Add steps
Click + Add Step and choose from these step types:
Checkbox
Yes/No
Text Entry
Number Input
Temperature Input
Multiple Choice
Customize your Step Options
For each one, you can:
Mark it required or optional
Allow photo uploads or notes
Add a trigger to prompt an action
Link media or content
Include clear instructions in the step description
You can hover over each step to make the Duplicate question option appear to make a copy.
Add Triggers
Triggers automate actions when certain step responses are given.
Click Add Trigger under Step Options.
In the If section, set the condition (e.g., response is “No” or temperature is too high).
In the Then section, choose the action:
Flag for reporting
Suggest corrective action
Send an automated message
Optionally, you can a second action or custom note.
Click Add Trigger to save.
Collaborate
Invite other team members to help build or leave comments in real time.
Manage and assign
Under the Manage tab, assign Library Access by role or location, set a Schedule (e.g. weekdays at 3pm), and tag your Task List.
Publish
Once you're ready, click the blue Publish button. Team members with access will see it in the Opus app and can complete it during the scheduled time.
Step Types and When to Use Them
Step Type | When to Use It | Example |
Yes/No |
| “Are all exits unlocked?” |
Checkbox |
| “Wipe down counters.” |
Text Entry |
| “Describe any issues during your shift.” |
Number Input |
| “How many meals were prepped?” |
Temperature Input |
| “Enter fridge temperature” |
Multiple Choice |
| “Which station did you work today?” |
Each step can be customized with media, required actions, and automated triggers.
How to Use Triggers When Building a Task List
Triggers automate actions based on task responses. They create accountability by connecting task responses to real-time follow-ups, making sure your team stays informed and on track. Use them to:
Flag issues for easy reporting.
Suggest fixes when problems are found.
Send messages to notify the right team members.
Triggers save time, prevent missed follow-ups, and make sure tasks lead to real action — not just a checked box. Use them to keep your team accountable and focused.
You can find more information on how to set up Triggers here.
Sections vs Steps
Use sections to keep long Task Lists organized, and steps to guide users through the work one action at a time.
Sections organize your Task List into groups, making it easier to navigate. Think of sections like chapters in a book — they help break up the list into logical parts.
Steps are the individual questions or actions within each section. They’re the tasks your team needs to complete, answer, or verify.
FAQs
Q: How do I assign a Task List to employees?
A: Use Library Access controls to assign by parameters like role, location, hire date, etc. so only the right people see each Task List.
Q: Can I schedule a Task List to appear at certain times?
A: Yes. You can create recurring schedules—like daily at 9am or weekends only—and track whether they were completed on time.
Q: What should I do if a step isn’t completed correctly?
A: You can use Triggers to respond automatically. You can flag the step in reporting, suggest corrective action, or send an automated message to someone on your team.