Overview: As a store manager, you want to create local tasks within a local area on your device, to address location-specific compliance needs.
Start from: The Daily Schedule.
- Select Tasks.
- Activate the Management Mode toggle switch, so you can customize the tasks.
2 areas appear:
- Select the red pin icon area so that it unfolds.
Note: this field will store all your locally created checklists and tasks.
- Select the vertical three dots icon > Select + Create local task.
A new Create task will appear. Please follow these steps:
- Name the task in the Task Label.
When you are done with creating the task:
- Select Create task.
Note: the task automatically ends up at the bottom of the checklist.
Restore a task after it has been deleted
- Select My location > Tasks.
- Select the Restore tasks button.