--- title: "Complete a Mobile Task" slug: "complete-a-mobile-task" description: "Complete a task in R365 mobile: checkbox, numeric, text entry, and R365 Action task types with Guide Me. Task Management Operations add-on required." updated: 2026-02-05T22:19:14Z published: 2026-02-05T22:19:14Z canonical: "docs.restaurant365.com/complete-a-mobile-task" --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.restaurant365.com/llms.txt > Use this file to discover all available pages before exploring further. # Complete a Mobile Task This article is part of [My Tasks](/doc/docs/my-tasks) and covers completing a task via mobile. Most tasks can be completed from the mobile version of Task Management. The following [task types](/doc/docs/task-management-task-types) can be completed via the R365 app: - Checkbox - Yes/No - Short/Long Text - Single Select - Multi Select - Dollars - Number - Percent - Temperature - Attachment - R365 Actions - Inventory Counts - Labor Punches - Log Entries - Waste Log - Daily Sales - Request Tasks - Shift Offer Requests - Shift Trade Requests - Time Off Requests - Availability Requests - Between Store Transfers > [!NOTE] > Task Management is an add-on to Operations. Please contact your Sales Representative to learn how the Task Management add-on can enhance your R365 experience. --- ## Complete a Guide Task Guide tasks that are not R365 Action tasks can be completed from an open task sheet. Task requirements will vary dependent on the task type. Users may be required to make a selection, mark a task as complete, or enter a numerical value or text. Once the requirement has been met, the task can be marked as completed. To complete a guide or upcoming task, follow these steps: *Click steps to expand for additional information and images.* ****1)** Open the task sheet by tapping a **task** from the task list.** ****2)** The selected task sheet will open to show the task details, including the task requirements.** Task requirements are determined by the guide created in the web version of task management. Learn more about [creating guides and tasks](/doc/docs/creating-a-new-guide). ****3)** Complete the **task requirements** as needed.** Enter the correct numerical value for dollars, number, percent, or temperature. Enter text for text entries. Make a selection for yes/no, single select, or multi select. Checkbox tasks **do not** have additional requirements other than to complete the task and mark it as such. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-138C0I41.png?sv=2026-02-06&spr=https&st=2026-10-29T17%3A17%3A21Z&se=2026-10-29T18%3A17%3A21Z&sr=c&sp=r&sig=D3LUzNwenPugpvqC1EOwyN%2FX4uxedUb92%2Fpqs1OBp%2FE%3D) For tasks that require a photo, in the **Live photos** section, tap the **Take a photo**, then take a photo with the mobile device’s camera. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-ZTHL1ZID.png?sv=2026-02-06&spr=https&st=2026-10-29T17%3A17%3A21Z&se=2026-10-29T18%3A17%3A21Z&sr=c&sp=r&sig=D3LUzNwenPugpvqC1EOwyN%2FX4uxedUb92%2Fpqs1OBp%2FE%3D) ****4)** Tap the **mark complete** button.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-6Z0Z7U6E.png?sv=2026-02-06&spr=https&st=2026-10-29T17%3A17%3A21Z&se=2026-10-29T18%3A17%3A21Z&sr=c&sp=r&sig=D3LUzNwenPugpvqC1EOwyN%2FX4uxedUb92%2Fpqs1OBp%2FE%3D) ****5)** The task will be marked as completed.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-VLJBXUFE.png?sv=2026-02-06&spr=https&st=2026-10-29T17%3A17%3A21Z&se=2026-10-29T18%3A17%3A21Z&sr=c&sp=r&sig=D3LUzNwenPugpvqC1EOwyN%2FX4uxedUb92%2Fpqs1OBp%2FE%3D) --- ## Complete an R365 Action Task R365 Action tasks that can be performed in the R365 App can be completed from an open task by tapping the **Guide Me** button. This will open the action that needs to be viewed, created, completed or approved. Once the requirement of the task has been met, the task will be marked as completed. To complete an R365 Action task, open the task by tapping the entry on the task list, then follow these steps: *Click steps to expand for additional information and images.* ****1)** Tap **Guide Me.**** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-2WSZTQ5V.png?sv=2026-02-06&spr=https&st=2026-10-29T17%3A17%3A21Z&se=2026-10-29T18%3A17%3A21Z&sr=c&sp=r&sig=D3LUzNwenPugpvqC1EOwyN%2FX4uxedUb92%2Fpqs1OBp%2FE%3D) The correct action screen will open or may open in a slide-out. ****2)** Complete the **necessary requirements** for the action.** This may include reviewing, creating, completing, or approving any of the following: - [New inventory count](/doc/docs/r365-app-create-and-enter-inventory-counts) - [Daily sales summary labor details](/doc/docs/r365-red-app-daily-sales-labor) - [Filtered log entries](/doc/docs/r365-red-app-manager-log-overview) - [New waste log](/doc/docs/r365-red-app-waste-logs) - Daily sales summary review (if allowed to be manually completed) ****3)** Once the requirements for the action have been met, tap the **back**![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-F2EI704H.png?sv=2026-02-06&spr=https&st=2026-10-29T17%3A17%3A21Z&se=2026-10-29T18%3A17%3A21Z&sr=c&sp=r&sig=D3LUzNwenPugpvqC1EOwyN%2FX4uxedUb92%2Fpqs1OBp%2FE%3D)button in the top left corner.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-HF848UBL.png?sv=2026-02-06&spr=https&st=2026-10-29T17%3A17%3A21Z&se=2026-10-29T18%3A17%3A21Z&sr=c&sp=r&sig=D3LUzNwenPugpvqC1EOwyN%2FX4uxedUb92%2Fpqs1OBp%2FE%3D) If the requirement has been satisfied, the task will automatically be marked as **completed**. --- ## Complete a Request Task Request tasks can be completed in the mobile My Tasks module or in their associated modules. Users can navigate to either the [Between-Store Transfers](/doc/docs/r365-app-item-transfers-overview-and-security) screen or the [Schedule Requests](/doc/docs/schedule-requests) screen to address schedule and transfer request tasks. > [!NOTE] > Mobile My Tasks functionality is expected to expand over the course of 2024 and 2025. To complete a request task, follow these steps: *Click steps to expand for additional information and images.* ****1)** Navigate to **My Tasks**.** 1. Select **More** from the bottom tab bar. 2. Under Task manager, select **My Tasks.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-C2O7TUCE.png?sv=2026-02-06&spr=https&st=2026-10-29T17%3A17%3A21Z&se=2026-10-29T18%3A17%3A21Z&sr=c&sp=r&sig=D3LUzNwenPugpvqC1EOwyN%2FX4uxedUb92%2Fpqs1OBp%2FE%3D) ****2)** Tap **requests**.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-6XJLJVKA.png?sv=2026-02-06&spr=https&st=2026-10-29T17%3A17%3A21Z&se=2026-10-29T18%3A17%3A21Z&sr=c&sp=r&sig=D3LUzNwenPugpvqC1EOwyN%2FX4uxedUb92%2Fpqs1OBp%2FE%3D) ****3)** Tap the desired **request** from the list to open the request.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-YMU0EUMS.png?sv=2026-02-06&spr=https&st=2026-10-29T17%3A17%3A21Z&se=2026-10-29T18%3A17%3A21Z&sr=c&sp=r&sig=D3LUzNwenPugpvqC1EOwyN%2FX4uxedUb92%2Fpqs1OBp%2FE%3D) ****4)** Tap **guide me.**** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-B91912JZ.png?sv=2026-02-06&spr=https&st=2026-10-29T17%3A17%3A21Z&se=2026-10-29T18%3A17%3A21Z&sr=c&sp=r&sig=D3LUzNwenPugpvqC1EOwyN%2FX4uxedUb92%2Fpqs1OBp%2FE%3D) ****5)** Review the details of the request.** This may include reviewing any of the following: - [Shift Offer Requests](/doc/docs/offer-requests) - [Shift Trade Requests](/doc/docs/trade-requests) - [Time Off Requests](/doc/docs/time-off-requests) - [Availability Requests](/doc/docs/availability-requests) - [Between Store Transfers](/doc/docs/r365-app-item-transfers-overview-and-security#Transfer-details) ****6) Approve** or **deny** the request.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-1JX9W3P3.png?sv=2026-02-06&spr=https&st=2026-10-29T17%3A17%3A21Z&se=2026-10-29T18%3A17%3A21Z&sr=c&sp=r&sig=D3LUzNwenPugpvqC1EOwyN%2FX4uxedUb92%2Fpqs1OBp%2FE%3D) ****7)** Add a comment. Comments entered will be visible to employees. (*Optional)*** Users will be prompted to enter a comment for schedule related requests. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-L93LMWFQ.png?sv=2026-02-06&spr=https&st=2026-10-29T17%3A17%3A21Z&se=2026-10-29T18%3A17%3A21Z&sr=c&sp=r&sig=D3LUzNwenPugpvqC1EOwyN%2FX4uxedUb92%2Fpqs1OBp%2FE%3D) To enter a comment for a between store transfer, users can navigate to the **Comments** tab and select **add comment.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-BMYN5R0U.png?sv=2026-02-06&spr=https&st=2026-10-29T17%3A17%3A21Z&se=2026-10-29T18%3A17%3A21Z&sr=c&sp=r&sig=D3LUzNwenPugpvqC1EOwyN%2FX4uxedUb92%2Fpqs1OBp%2FE%3D) ****8)** Users will be notified that the approval/denial has been made successfully.** If the approval was not successful, users will see a message explaining the reason the request could not be approved/denied. After completing the request, the request task will be moved from the request list and the notice of approval or denial will be sent to all related users on the request.