> For the complete documentation index, see [llms.txt](https://help.supplyd.co/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.supplyd.co/supplyd-erp/tasks/adding-tasks.md).
# Adding Tasks
**Tasks** in Supply’d provides a centralised way to create, assign, and manage tasks across your team. It helps ensure that day-to-day operations run smoothly by keeping everyone aligned, improving visibility over what needs to be done, making it easy to track progress and accountability in real time and meet your compliance goals with ease.
* **Centralised Tracking:** Create one-off or recurring tasks and easily track exactly who performed them and when.
* **Flexible Allocation:** Assign tasks to specific locations, departments, or individual users. You can even use groups to organise tasks by shifts/time of day - perfect for setting up morning, midday, and afternoon routines.
* **Health & Safety Compliance:** Meet your rigorous compliance requirements by adding custom fields to your tasks. Now you can seamlessly track fridge temperatures, complete cleaning checklists, and log other specific, measurable results.
* **Digital Food Safety Logs:** Say goodbye to filing cabinets full of paper. You can now export your task records to fully digitalise your Food Safety Program logs!
{% hint style="success" %}
See the [Performing Tasks (Scanner)](/supplyd-erp/scanner/performing-tasks-scanner.md) document for details on how to use a Supply’d handheld scanner to view and record tasks.
{% endhint %}
* [#the-tasks-page](#the-tasks-page "mention")
* [#tasks](#tasks "mention")
* [#groups](#groups "mention")
* [#completed](#completed "mention")
* [#groups](#groups "mention")
* [#enabling-tasks-for-users](#enabling-tasks-for-users "mention")
* [#adding-a-task](#adding-a-task "mention")
* [#editing-a-task](#editing-a-task "mention")
* [#removing-a-task](#removing-a-task "mention")
* [#downloading-the-task-record](#downloading-the-task-record "mention")
* [#filtering-or-searching-the-tasks-list](#filtering-or-searching-the-tasks-list "mention")
***
## The Tasks Page
The **Tasks** page in Supply’d is the central hub for managing and tracking all tasks across your team. It allows you to view active tasks, schedule upcoming tasks, review completed work, and organise tasks by groups.
You will see 4 tabs across the page:
* [#tasks](#tasks "mention")
* [#schedule](#schedule "mention")
* [#completed](#completed "mention")
* [#groups](#groups "mention")
* [#adding-a-task-group](#adding-a-task-group "mention")
* [#editing-a-task-group-name](#editing-a-task-group-name "mention")
* [#removing-a-task-group](#removing-a-task-group "mention")
Click the links above or the tabs below to learn more about each section.
***
{% tabs %}
{% tab title="Tasks" %}
### Tasks
Displays all tasks you have added, allowing you to see what needs attention.
This is also where you add and manage tasks. 👉 See [#adding-a-task](#adding-a-task "mention") below.
{% hint style="success" %}
Task statuses will appear on the **Task** list in various colours for easy identification.
* - Tasks that are automatically generated based on a set schedule or frequency.
* - Tasks that are created to be completed once and do not repeat. Once completed, one-off tasks will be moved to the [#completed](#completed "mention") tab. They will also remain visible in the Task Schedule (under the [#schedule](#schedule "mention") tab) for their scheduled day.
{% endhint %}
{% hint style="success" %}
The **Tasks** list can be rearranged by clicking and dragging the 3 lines to the right of a task to your preferred position.
Tasks will appear on the scanner in the order they are arranged, so set them in your preferred sequence for better flow and logic.
{% endhint %}
{% endtab %}
{% tab title="Schedule" %}
### Schedule
The **Schedule** tab shows tasks in a timeline view, helping you visualise when tasks are planned.
The date field allows you to select a date to view scheduled tasks.
{% hint style="success" %}
Statuses on this page are:
* - This status indicates that the task is yet to be started.
* - Tasks that have been started but are not yet completed.
* - Tasks that have been finished.
{% endhint %}
{% endtab %}
{% tab title="Completed" %}
### Completed
The **Completed** tab lists all tasks that have been completed or are in the process of being finished, providing a record of work done.
{% hint style="success" %}
Statuses on this page are:
* - Tasks that have been started but are not yet completed.
* - Tasks that have been finished.
{% endhint %}
{% endtab %}
{% tab title="Groups" %}
### Groups
This tab lists all **Task Groups** that have been created to organise tasks by their assigned categories. **Task Groups** help structure work, making it easier to filter, manage, and track related tasks across different teams, locations, or departments.
{% hint style="success" %}
The **Task Groups** list can be rearranged by clicking and dragging the 3 lines beside a group to your preferred position.
{% endhint %}
* [#adding-a-task-group](#adding-a-task-group "mention")
* [#editing-a-task-group-name](#editing-a-task-group-name "mention")
* [#removing-a-task-group](#removing-a-task-group "mention")
***
#### Adding a Task Group
To add a task group:
{% stepper %}
{% step %}
With the **Groups** tab open, click on **Add +** in the top right. The **Add Task Group** form will open.
{% endstep %}
{% step %}
Enter a name for the group. Clear, descriptive names help teams quickly understand the purpose of each group.
{% endstep %}
{% step %}
Click to create the group.
{% endstep %}
{% endstepper %}
***
#### Editing a Task Group Name
To edit a **Task Group**:
{% stepper %}
{% step %}
Select the group you would like to edit from the list. The **Edit Task Group** form will open.
{% endstep %}
{% step %}
Edit the group's name as desired.
{% endstep %}
{% step %}
Click to apply the change.
{% endstep %}
{% endstepper %}
***
#### Removing a Task Group
To remove a **Task Group**:
{% stepper %}
{% step %}
Select the group you would like to remove from the list. The **Edit Task Group** form will open.
{% endstep %}
{% step %}
Click on the 3 dots in the top right and select **Remove Group**.
You will be asked to confirm.
Click .
{% endstep %}
{% endstepper %}
{% endtab %}
{% endtabs %}
***
## Enabling Tasks for Users
Team members will see tasks assigned to them on the Supply’d handheld scanner when they log in. To allow a user, eg. a manager, to add or modify tasks, this must be enabled in their [Users](/supplyd-erp/settings/users.md) settings.
{% stepper %}
{% step %}
#### Go to Users
Click on your name or company logo in the top right, then select **Users**.
{% hint style="success" %}
The **Users** page can also be accessed by going to **Settings**, scrolling down, and selecting **Users** from the menu.
{% endhint %}
The **Users** page will open listing all the **Users** that have access to your account.
{% hint style="success" %}
The **User Type** is shown as a colour-coded tag next to each user’s name, making it easy to quickly identify their role.
{% endhint %}
***
{% endstep %}
{% step %}
#### Select the User
Select the user from the list. The user's details page will open.
***
{% endstep %}
{% step %}
#### Select Edit User
Click on the 3 dots in the top right and select **Edit User**. The **Edit User** from will open.
***
{% endstep %}
{% step %}
#### Scroll to Access
Scroll down to the **Access** section. This section section defines what a user can see and do within the system.
***
{% endstep %}
{% step %}
#### Tick Tasks
Tick the box next to **Tasks**.
***
{% endstep %}
{% step %}
#### Click Save
Click to apply the change.
**Tasks** will now appear in the main menu when this user logs in to Supply’d.
{% endstep %}
{% endstepper %}
***
## Adding a Task
{% stepper %}
{% step %}
#### Task Details
The **Task Details** section is where you enter the core information about the task. This includes the task name, description, assigned group, and frequency. It ensures that everyone involved clearly understands what needs to be done, who is responsible, and when it should be completed.
**Name**
Enter a title for the task, providing a clear and concise description of the work.
**Groups**
Select group to assign the task to.
{% hint style="info" %}
Your group list may vary depending on what you have named your groups. **Groups** are added under the **Groups** tab.
👉See [#groups](#groups "mention") above for instructions on adding **Task Groups**.
{% endhint %}
**Description**
Enter the details or instructions to help users understand what needs to be done.
**Frequency**
Select how often this task needs to be performed.
* **One-Off:** A task that is completed once.
* **Weekly:** A recurring task scheduled weekly, either on specific days or every day.
* **Monthly:** A recurring task scheduled each month.
{% hint style="info" %}
The next field will change depending on the option you select here.
{% endhint %}
**Date**
When **One-off** is selected in the **Frequency** field, the **Date** field will show.
Select the date for the task.
**Days of the Week**
When **Weekly** is selected in the **Frequency** field, the **Days of the Week** field will show. Tick the days on which this task should be completed. If it is a daily task, tick every box.
**Start Date**
When **Monthly** is selected in the **Frequency** field, the **Start Date** field will show.
Select the date this task should first be completed. It will then recur on the same day each month.
***
{% endstep %}
{% step %}
#### Custom Fields
The Custom Fields section when adding a task in Supply’d allows you to capture additional, task-specific information beyond the standard fields. These fields can be tailored to your business needs, helping you track relevant details, improve consistency, and ensure all necessary information is recorded for each task.
Examples may include things like:
* Temperature checks for all the different fridges and freezers in a café or store.
* Equipment maintenance checks (eg. coffee machine, ovens).
* Opening and closing procedures.
* Stock level checks or stocktakes.
* Delivery receiving checks (eg. quality, quantity).
* Food safety or hygiene checks.
* Waste disposal or recycling tasks.
To add a **Custom Field**, click . The **Custom Field** form will open.
**Field Name**
The label for the field, describing what information should be entered.
**Field Type**
Select the format for the field (eg. text, number, dropdown), which determines how data is captured.
**Default Text**
Enter the text that appears in the field as a guide or starting value.
**Required**
Select whether or not the field must be completed before the task can be saved.
To add additional custom fields, repeat the steps outlined above.
***
{% endstep %}
{% step %}
#### Allocation
**Locations**
Select the location(s) where the task will take place, ensuring it is linked to the correct site or area. Only users in that location will see the task.
Leave this blank if it applies to all locations.
**Departments**
Choose the department(s) responsible for completing the task, helping organise tasks across different teams. Only users in that department will see the task.
Leave this blank if it applies to all departments.
{% hint style="info" %}
This option will only show if you have set up **Departments** in the [Locations](/supplyd-erp/settings/locations.md#departments) sections in [Locations](/supplyd-erp/settings/locations.md).
{% endhint %}
**Users**
Assign the task to one or more team members who will be responsible for completing it. Only that user will see the task.
Leave this blank if it applies to all users.
***
{% endstep %}
{% step %}
#### Save
Click to save the task.
The new task will show in the **Tasks** list.
{% endstep %}
{% endstepper %}
***
### Editing a Task
To edit a Task:
{% stepper %}
{% step %}
Select **Tasks** from the main menu, then select the task you would like to edit.
The **Edit Task** form will open.
{% endstep %}
{% step %}
Update any details following the guidelines above for [#adding-a-task](#adding-a-task "mention").
{% endstep %}
{% step %}
Click to apply your changes.
{% endstep %}
{% endstepper %}
***
### Removing a Task
To remove a Task:
{% stepper %}
{% step %}
Select **Tasks** from the main menu, then select the task you would like to remove.
The **Edit Task** form will open.
{% endstep %}
{% step %}
Click on the 3 dots in the top right and select **Remove Task**.
You will be asked to confirm.
Click .
{% endstep %}
{% endstepper %}
***
## Downloading the Task Record
Task records can be downloaded as a spreadsheet, allowing you to save, review, or print the data. This format makes it easy to analyse task details, track completion, ensure compliance, and share information with your team or management.
{% stepper %}
{% step %}
#### Go to the Completed Tab
On the **Tasks** page, open the **Completed** tab to see a list of all completed tasks.
***
{% endstep %}
{% step %}
#### Select Download Task Record
Click on the 3 dots in the top right and select **Download Task Record**.
The **Download Task Record** form will open.
***
{% endstep %}
{% step %}
#### Complete the Form
Complete the fields as follows:
**Date Range**
Select the start and end dates to include tasks within a specific time period.
Click to set the date range.
**Tasks**
Choose specific tasks to include in the download, or leave blank to include all tasks.
**Groups**
Filter tasks by their assigned groups.
**Location**
Include only tasks linked to a specific location or multiple locations.
**Department**
Filter tasks based on the department(s) responsible for completing them.
***
{% endstep %}
{% step %}
#### Click Export
To download the details, click .
{% endstep %}
{% endstepper %}
***
## Filtering or Searching the Tasks List
On the **Tasks** page, the 3 lines next to the 3 dots in the top-right corner let you filter the **Tasks** list, while the magnifying glass allows you to search for specific tasks.
Clicking on the magnifying glass, you can search the **Tasks** list by number or name.
Clicking the 3 lines opens the **Filter Tasks** form, giving you access to all available filtering options.
**Group**
View tasks by their assigned group.
**Location**
Filter tasks based on the location they relate to.
**User**
See tasks assigned to a specific team member to track individual workload and responsibilities.
**Department**
Narrow tasks by the department responsible.
{% hint style="info" %}
This option is only relevant if you have set up **Departments** in the [Locations](/supplyd-erp/settings/locations.md#departments) sections in [Locations](/supplyd-erp/settings/locations.md).
{% endhint %}
Click to apply your selections and filter the **Tasks** list.
***
{% hint style="info" %}
**Related Documents**
* [Performing Tasks](/supplyd-erp/tasks/performing-tasks.md)
* [Performing Tasks (Scanner)](/supplyd-erp/scanner/performing-tasks-scanner.md)
{% endhint %}
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