Overview: Compliance allows store managers to create tasks and move them to the relevant area so that they are assigned correctly and completed efficiently.
Start from: The Compliance dashboard.
Select Tasks > Areas/checklists from the main menu.
Select Unpublished tasks and then + Create Task.
Add the Task name.
Select the specific Procedure in the Categorisation field.
Choose the Answer options and labels. Configure here any deviations if needed.
Choose the Scheduling for the task.
Assign a Description to the task and add Attachments if needed.
Select the Translations tab and add any necessary translations.
Select the Preview tab to view the task details and correct as needed.
Select Save when you are done creating your task.
Back in Areas/checklist, you will now find your task under Unpublished tasks.
Drag and drop your task to the area you want it in.
When you have moved the task to the desired area, a confirmation window will open. Select Publish.
You will now be able to see your new task in the respective area you assigned.