Adding Tasks
Tasks in Supply’d helps streamline operations by organising, tracking, and managing work in one place, improving efficiency and team accountability.
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!
See the Performing Tasks (Scanner) document for details on how to use a Supply’d handheld scanner to view and record tasks.
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:
Click the links above or the tabs below to learn more about each section.
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 below.
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.
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.
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.
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.
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.
The Task Groups list can be rearranged by clicking and dragging the 3 lines beside a group to your preferred position.
Adding a Task Group
To add a task group:
With the Groups tab open, click on Add + in the top right. The Add Task Group form will open.
Enter a name for the group. Clear, descriptive names help teams quickly understand the purpose of each group.
Click 
to create the group.
Editing a Task Group Name
To edit a Task Group:
Select the group you would like to edit from the list. The Edit Task Group form will open.
Edit the group's name as desired.
Click to apply the change.
Removing a Task Group
To remove a Task Group:
Select the group you would like to remove from the list. The Edit Task Group form will open.
Click on the 3 dots in the top right and select Remove Group.
You will be asked to confirm.
Click 
.
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 settings.
Go to Users
Click on your name or company logo in the top right, then select Users.
The Users page can also be accessed by going to Settings, scrolling down, and selecting Users from the menu.
The Users page will open listing all the Users that have access to your account.
The User Type is shown as a colour-coded tag next to each user’s name, making it easy to quickly identify their role.
Adding a Task
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.
Your group list may vary depending on what you have named your groups. Groups are added under the Groups tab.
👉See Groups above for instructions on adding Task Groups.
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.
The next field will change depending on the option you select here.
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.
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.
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.
This option will only show if you have set up Departments in the Departments sections in Locations.
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.
Editing a Task
To edit a Task:
Select Tasks from the main menu, then select the task you would like to edit.
The Edit Task form will open.
Click to apply your changes.
Removing a Task
To remove a Task:
Select Tasks from the main menu, then select the task you would like to remove.
The Edit Task form will open.
Click on the 3 dots in the top right and select Remove Task.
You will be asked to confirm.
Click 
.
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.
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.
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.
This option is only relevant if you have set up Departments in the Departments sections in Locations.
Click to apply your selections and filter the Tasks list.
Related Documents
Last updated