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Getting Started with Task Lists

Ben Brunken avatar
Written by Ben Brunken
Updated this week

Task Lists in Opus help frontline teams stay on track, reduce errors, and maintain high standards during every shift. Whether you’re managing food safety or prepping for a health inspection, Task Lists ensure that nothing slips through the cracks.

This guide will walk you through how to create effective Task Lists and highlight built-in features—like Sections and Triggers—that make them even more powerful.


Why Use Task Lists?

Task Lists help keep work running smoothly. Here’s how to get the most out of them:

  • Standardize procedures across all locations

  • Reduce training time for new team members

  • Deliver consistent guest experiences

  • Ensure food safety compliance

  • Prevent mistakes and missed tasks

💡 Pro Tip: Keep each list focused on a specific operational moment—like a shift change, inspection prep, or equipment log—to avoid confusion or overload.

Examples of Task Lists You Can Create

1. Logs (Waste & Temperature)

Use logs to track time-sensitive data for compliance, reporting, and operations. In Opus, you can break logs into Sections (e.g., "Walk-In Cooler," "Prep Line") so team members can quickly navigate to the right area.

To improve oversight, you can enable Triggers to alert a manager when an item falls outside the safe temperature range or if waste exceeds a defined threshold.

Waste Logs:

  • Item name

  • Quantity

  • Reason for waste

  • Date/time

  • Employee initials

Temperature Logs:

  • Item/location

  • Target temperature

  • Actual temperature

  • Corrective action

  • Time checked

  • Employee initials

💡 Pro Tip: Use checkboxes and short-answer fields for speed and accuracy.

2. Shift-Based Checklists (Opening, Midday, Closing)

These checklists help your team open strong, stay on track midday, and close clean and secure. With Opus, you can organize longer lists into logical Sections by role (e.g., Front of House, Back of House) or time of day (e.g., AM/PM).

You can also embed helpful resources from your Resource Library—like how-to videos or SOPs—directly into tasks for just-in-time training.

Example Tasks:

Opening:

  • Power on fryers and grill

  • Prep toppings and sauces

  • Stock beverage station

  • Count opening cash drawer

Midday:

  • Restock paper goods

  • Sanitize guest areas

  • Refill hand washing supplies

Closing:

  • Shut down kitchen equipment

  • Empty trash bins

  • Wipe and sanitize counters

  • Lock up and set alarm

If a critical task like cash reconciliation is skipped or marked "No," Triggers can flag it for review, ensuring issues don’t go unnoticed.

💡 Pro Tip: Use the right question types—checkboxes for routine tasks, multiple choice for quantities, and yes/no for conditional checks—to improve clarity and reduce completion time.

3. Health Inspection Readiness

Stay inspection-ready every day—not just when an inspector’s expected. Build your checklist around actual health code requirements, and use Sections to group items by area (e.g., “Food Storage,” “Sanitation,” “Chemical Safety”).

If key compliance tasks—like restocking handwashing stations or logging cold-hold temps—are missed or flagged, you can set up Triggers to notify a supervisor immediately.

Example Tasks:

  • Check and record cold storage temperatures

  • Confirm all food items are labeled and dated

  • Verify handwashing stations are stocked

  • Ensure cleaning chemicals are stored properly

  • Inspect pest prevention logs

💡 Pro Tip: You can set checklists to recur twice daily for continuous compliance.

Well-designed Task Lists don’t just keep things running—they raise the standard across your entire operation. Features like Sections help teams navigate long lists with ease, while Triggers provide real-time accountability and visibility into what’s not working.

🔁 Don’t forget: Review your Task Lists regularly to keep them aligned with evolving processes, seasonal changes, and team feedback.

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