When an Audit flags an issue, Opus turns it into a follow-up Task so the right person at that Location fixes it.
The auditor assigns the Task, the assignee does the work, and the auditor reviews it. When a Task requires approval, it isn't complete until the auditor signs off. Every flagged step is tracked from submission to resolution.
Table of Contents:
Step-by-Step Guide
Tasks can be created while completing an Audit, or by hand after it is submitted. For a full overview, see Tasks Overview. To learn how to set up the steps that trigger a follow-up Task, see the Audits Overview guide.
The Full Lifecycle at a Glance
When building the Audit, you add a Trigger with Create a follow-up task to the answers that need a follow-up.
A leader (for example, a Regional Manager) runs the Audit on the floor.
As they go, the auditor sets up a follow-up Task for each flagged answer.
On submit, the Audit and its Tasks are finalized and sent out.
The assignee (often a GM or store owner) sees their Tasks in the Opus Training app.
They do the work and submit each Task, with proof if it's required.
The auditor reviews the outcome and marks the Task complete, or requests changes with a note.
The whole lifecycle is visible to everyone, start to finish.
Step 1: Assign the Task (Auditor)
When an auditor gives an answer set up to require follow-up, a Follow-up task card appears on that step. The Audit can't be submitted until each follow-up Task has an assignee.
Opus drafts the Task title with AI from the step, the answer, and the auditor's notes. The auditor can edit it.
The auditor picks an Assignee from the team members at the Audit's Location.
The auditor can set a Due date, choose the Proof of completion (Photo or video, Written note, or None), and choose whether the Task Requires approval to be marked complete.
đĄ Anyone at the Location: A Task can be assigned to any team member at that Location, including Trainees, so whoever is on the floor can take care of it.
Step 2: Complete the Task (Assignee)
Once the Audit is submitted, the Task appears on the assignee's home screen in the Opus Training app. They also get a push notification.
The assignee taps Mark as in progress, does the work, and adds any required photo, video, or written note as proof.
When the work is done, they tap Mark as ready for review to send it to the auditor. If the Task doesn't require approval, the button reads Mark complete and the Task is done.
Step 3: Review and Approve (Auditor)
After the assignee submits the Task, it returns to the auditor in the Opus Training app.
If the issue is resolved, the auditor taps Mark complete.
If more is needed, the auditor taps Request changes and describes the changes. The Task goes back to the assignee.
This continues until the auditor marks the Task complete.
đĄ Tracked to the end: Every Task is tracked from start to finish, so nothing falls through the cracks.
FAQ
What triggers a Task?
An answer whose Trigger is set to Create a follow-up task. The auditor must assign the Task before the Audit is submitted, and its title is drafted from the flagged step.
Who can be assigned a Task?
Any team member at the Location where the Audit was submitted.
Where do assignees find their Tasks?
Tasks appear on the assignee's home screen in the Opus Training app. They also get a push notification when a Task is assigned to them.
What happens if the auditor is not satisfied with the work?
The auditor taps Request changes and adds a note, which sends the Task back to the assignee. This repeats until the auditor marks the Task complete.
Does every Task need the auditor's approval?
No. When the auditor sets Requires approval to be marked complete to No, the assignee completes the Task without a review.
Can the auditor set a deadline for a Task?
Yes. When assigning the Task, the auditor can set a Due date and add notes before submitting the Audit.