Task Management

Task Management
R365’s Task Management is an add-on feature that supports successful management of restaurant locations by using Gui...
09:24
My Tasks
This article is part of Task Management  and covers the My Tasks page. From the My Tasks page, users can view al...
13:29
Guides
This article is part of Task Management and covers Guides. Task Guides are made up of user-created tasks and tas...
08:30
Creating a New Guide
This article is part of Task Management and covers creating a new task Guide.   A Guide must be built in order t...
14:24
Task Management: Task Sheet
This article is part of Task Management and covers the Task Sheet.  When a single task is clicked from the My Ta...
09:25
Task Management: Task Types
This article is part of Task Management and covers Task Types. The requirements of each task are determined by t...
10:50
Task Management: Setting Up R365 Action and Form Tasks
This article is part of Task Management and covers setting up R365 Action tasks. When creating a task on a guide...
11:38
Task Management Settings
This article covers the Task Management Settings sidesheet, where users can manage task permissions,  request settin...
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Task Management: Task Assignments
This article is part of Task Management and covers task assignments. Tasks can be assigned to one or multiple sp...
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Task Management Permission Groups
This article is part of Task Management and covers creating permission groups.  Task Management permissions grou...
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