Audits and Checklists show you what's happening across your Locations. Tasks make sure the right things get fixed.
A Task turns a flagged issue or follow-up into a specific piece of work with an owner, due date, and proof of completion. The assignee does the work, and a reviewer can sign off before the Task is closed.
✅ Before you start:
Tasks come with Checklists and Audits. You'll find them under Operations > Tasks in the dashboard.
Admins and Managers create and manage Tasks. Any team member can be assigned one.
With Tasks, you can:
Make sure nothing slips: every issue has an owner and a status you can see at a glance.
Build in real accountability: require a photo, video, or note as proof, and approve the work before it counts as done.
Keep context attached: a Task created from a form links back to the exact step and answer, so the assignee knows why it matters.
Track everything in one place: your team sees their Tasks in the Opus Training app, and you track every one from the dashboard.
Table of Contents:
How Tasks Are Created
Tasks are created from Audits or Checklists. Each Task stays linked to the submission it came from, so the assignee can see the original context.
You can create Tasks:
From an Audit: configure an Audit so a Task is created when an answer requires follow-up. The auditor can adjust each Task before submitting the Audit.
Set this up when you build the Audit in the dashboard. Learn more in Audits Overview.
From any submission: after a Checklist or Audit is submitted, an Admin or Manager can add a follow-up Task by hand.
➡️ Learn more:
How to Set Up and Manage Tasks: set up an Audit Trigger, then create and manage Tasks step by step.
Understanding Tasks
Every Task tracks:
Who is doing the work
Where it needs to happen
When it is due
What proof is required
It also stays linked to the Audit or Checklist submission it came from.
Task Roles
Role | What they do |
Assignee | Does the work and adds any required proof |
Reviewer | Approves submitted work or requests changes, and can edit the Task |
Admin or Manager | Edits and deletes Tasks. Managers can do this for the Locations they manage. |
The reviewer is whoever created the Task by hand, or the auditor whose Audit created it. You can change the reviewer later if someone else should sign off.
The Task Lifecycle
A Task starts in Not started. If it needs approval, it moves through every stage:
Not started → In progress → Ready for review → Completed
After a Task is assigned:
The assignee selects Mark as In Progress in the dashboard or Mark as in progress in the app to start the work.
What happens next depends on the Task's approval setting:
Approval required: the assignee selects Submit for Review in the dashboard or Mark as ready for review in the app. The Task then waits for the reviewer.
Approval not required: the assignee selects Mark as Complete in the dashboard or Mark complete in the app, and the Task moves straight to Completed.
If proof is required, the assignee has to add it before submitting.
When a Task is Ready for review, the reviewer can:
Select Mark complete to approve the work and complete the Task.
Select Request changes to send it back. A note explaining what needs to be fixed is required. The Task returns to In progress so the assignee can make the changes and resubmit it.
⚠️ Completing a Task is final: A completed Task can't be reopened. Check the proof before you select Mark complete.
💡 Past due Tasks: If a Task passes its due date before it's completed, its due date turns red in the dashboard and the app shows an Overdue label.
Creating a Task from a Submission
After a Checklist or Audit has been submitted, an Admin or Manager can create a Task in the dashboard or in the app.
Audits can also create Tasks automatically when they're submitted.
In the Dashboard
Open the Checklist or Audit, go to Reporting > Submissions, and open the submission.
Click the Follow-up tasks tab, then New follow-up task.
Enter the Task and any Details the assignee needs.
(Optional) Under Step (Audit step on an Audit), pick the step the Task is about.
Choose the Assignee. It starts as whoever made the submission.
Set a Due date and the Proof of completion, and choose whether the Task Requires your approval.
Click Create task.
💡 Start from a step: On the Submission tab, click + next to a step to open a new follow-up Task already linked to that step.
In the Opus Training App
Open the completed Checklist or Audit submission.
Tap the Follow-up tasks tab, then New follow-up task.
Enter a title and any details.
Choose the assignee (required in the app).
Set a due date and the proof of completion, and choose whether the Task needs your approval.
Tap Create.
Where to Find Tasks
Where you look depends on what you're trying to do:
Manage Tasks across your Locations: the dashboard.
Work your own Tasks day to day: the Opus Training app.
Check whether follow-ups were resolved: the Audit or Checklist submission.
Dashboard
Best for: managing Tasks across your Locations, filtering and searching, and Admin-level oversight.
Go to Operations > Tasks.
Admins see every Task. Managers see Tasks for the Locations they manage.
The list shows:
Title, Location, Assignee, Created, Due date, and Status
Source audit: the Audit or Checklist the Task came from
Brand, if your business uses Brands
To narrow the list:
Use the search bar, or the Status and Location filters.
Or find a Task from the submission that created it, on its Follow-up tasks tab.
Opus Training App
Best for: working your own Tasks day to day.
The Tasks section of your home screen shows Tasks assigned to you and Tasks waiting for your review, alongside open Checklist and Audit windows, up to three items at a time.
Tap View all tasks to open Tasks. The To do tab lists your Tasks and open windows, then upcoming Checklist windows. The Submissions tab lists submitted Checklists and Audits.
Audit or Checklist Submission
Best for: checking whether an Audit's or Checklist's follow-ups have been resolved, Location by Location.
A submission's Follow-up tasks tab lists every Task raised from it, with its assignee, due date, and status.
To find them:
Go to the dashboard.
Open the Audit or Checklist and click the Reporting tab.
Find the submission in the Submissions view and click it.
Open the Follow-up tasks tab.
💡 Nudge the assignee: Open a Task directly from here to check its status or leave a comment.
Tracking a Task
Every Task keeps a running activity log, in both the dashboard and the app, so you can see exactly what happened and when:
When it was created, and from which Audit or Checklist
When the assignee started it and added proof
When they submitted it for review
Any changes the reviewer requested
Reassignments and comments
When it was completed
Notifications
Task notifications are push notifications in the app. If push notifications are off, Opus sends a text instead.
Assigned: the assignee is notified.
Several Tasks from one Audit arrive as a single notification that opens the full Tasks list.
Submitted for review: the reviewer is notified.
Changes requested: the assignee is notified, with the reviewer's note.
Completed: the assignee and reviewer are notified, except whoever completed the Task.
Comments: the Task's participants are notified of new comments. An @mention sends a separate alert.
Reassigned: only the new assignee is notified.
⚠️ There are no due-date reminders: Opus does not send due-soon or overdue alerts. The red due date in the dashboard and the Overdue label in the app are the only signals.
FAQ
Can I create a Task from scratch?
No. A Task always starts from a submitted Audit or Checklist, so its context stays attached.
Who is the reviewer?
The reviewer is whoever created the Task by hand, or the auditor whose Audit created it. You can change the reviewer later if someone else should sign off.
Can I reassign a Task?
Yes. Admins, Managers for their Locations, and the Task's reviewer can change the assignee, reviewer, and due date after the Task is created.
Can a completed Task be reopened?
No. Once a Task is marked complete, no one can reopen it. If it was closed by mistake, an Admin or Manager can delete it and create a new Task.
Who can add or remove proof?
Only the assignee can add or remove proof. Opus checks the proof requirement both when the assignee submits the Task and when the reviewer marks it complete.
The proof must match the requirement. For example, a photo does not satisfy a Written note requirement, and a written note does not satisfy a Photo requirement.
Does completing a follow-up change the Audit score or result?
No. The score and result, like Pass or Fail, are set when the Audit is submitted and do not change afterward.
The Audit records what was true at the time of submission. The Task tracks the work needed to fix the issue.