Follow-up Tasks from any submission

FeatureTasksAudits

When a submission comes back with something that needs fixing, you can now raise a tracked follow-up Task straight from it, on Checklists as well as Audits, on the dashboard and in the app.

Tasks Overview · How to Set Up and Manage Tasks

  • Checklists, not just Audits. Any completed Checklist submission can now turn into a follow-up Task, so the fix gets an owner and a due date instead of a verbal reminder.
  • Raise one on the spot. The Follow-up Tasks tab is now there on every submission you can act on, rather than appearing only once a Task exists. Set the owner, the due date, what proof it needs and whether it has to be reviewed as you create it.
  • An owner every time. A follow-up Task can no longer be saved without an assignee, so nothing is raised and then forgotten.
  • Wherever you review. The same flow on the phone for Managers working on the floor, and in the dashboard for Admins reviewing submissions after the fact.

Available to Admins and Managers, in businesses using Audits or Checklists.

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