Task Management for Daily Operations
Keep your team on track with a visual kanban board. Create tasks, assign them to staff, set priorities, and watch them move from open to done.
Managing tasks with the Taskboard
Follow these steps to create, assign, and track tasks across your team.
View the Taskboard
Navigate to the Taskboard from your dashboard. You'll see a kanban-style board with three columns: Open, In Progress, and Completed. Each card shows the task name, assignee, and priority level at a glance.
Create a one-off task
Click the '+ New task' button to create a task. Give it a clear name, an optional description, and choose whether it's a one-off job or a recurring item. One-off tasks are perfect for ad-hoc jobs like 'Fix the leaking tap' or 'Restock serviettes'.
Assign to staff or roles
Assign each task to a specific team member or to an entire role (e.g. all Baristas). When assigned, staff receive a notification and the task appears in their personal task list. Role-based assignments let the first available person pick it up.
Set due dates and priorities
Give each task a due date and a priority level (Low, Medium, or High). High-priority tasks are flagged in red and appear at the top of the column. Overdue tasks show a warning badge so nothing slips through the cracks.
Mark tasks complete
When a task is done, staff can mark it complete from their view or drag the card to the Completed column. Completed tasks are timestamped with who finished them and when. Managers can review the history to see task throughput over time.
Get the most from the Taskboard
A few ways to keep your operations running smoothly.
Up next
Explore other features that work alongside the Taskboard.
Common questions
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