---
title: "Create or Edit a Task"
slug: "create-a-task"
description: "Add, configure, and edit tasks within a guide. Covers task name, type, attachment, timeline, availability, tags, and description."
updated: 2025-08-26T19:48:01Z
published: 2025-08-26T19:48:01Z
canonical: "docs.restaurant365.com/create-a-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.

# Create or Edit a Task

Tasks that appear on the [My Tasks page](/doc/docs/my-tasks) are created, organized, and configured within [guides](/doc/docs/guides). This article reviews the steps for creating and editing [tasks](/doc/docs/task-details).

---

## Security

Users must have the following permission(s) to create or edit tasks:

- Administration → Task Management → Guides → Edit Guides

---

## Creating Tasks

[Guides](/doc/docs/guide-details) can have an unlimited number of tasks.

### Create a Single Task

Follow these steps to create a new task:

*Click steps to expand for additional information and images.*

****1)** Navigate to the [**Guides page**](/doc/docs/guides-page)**.****

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-67OIH7G9.png?sv=2026-02-06&spr=https&st=2026-10-29T15%3A31%3A23Z&se=2026-10-29T16%3A31%3A23Z&sr=c&sp=r&sig=nexmUQsjWIL%2FnUo83Eug%2FYnqwe8K9RgvmkblRu8MAXI%3D)

****2)** Click **Open** for the **desired guide** to open the [guide details](/doc/docs/guide-details).**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-LPSQHKPE.png?sv=2026-02-06&spr=https&st=2026-10-29T15%3A31%3A23Z&se=2026-10-29T16%3A31%3A23Z&sr=c&sp=r&sig=nexmUQsjWIL%2FnUo83Eug%2FYnqwe8K9RgvmkblRu8MAXI%3D)

****3)** Click the **+Add Task** button.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-LGC6N71L.png?sv=2026-02-06&spr=https&st=2026-10-29T15%3A31%3A23Z&se=2026-10-29T16%3A31%3A23Z&sr=c&sp=r&sig=nexmUQsjWIL%2FnUo83Eug%2FYnqwe8K9RgvmkblRu8MAXI%3D)

****4)** **Name** the task.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-EXNFDFKD.png?sv=2026-02-06&spr=https&st=2026-10-29T15%3A31%3A23Z&se=2026-10-29T16%3A31%3A23Z&sr=c&sp=r&sig=nexmUQsjWIL%2FnUo83Eug%2FYnqwe8K9RgvmkblRu8MAXI%3D)

****5)** Select the **group** for the task.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-F972LT6A.png?sv=2026-02-06&spr=https&st=2026-10-29T15%3A31%3A23Z&se=2026-10-29T16%3A31%3A23Z&sr=c&sp=r&sig=nexmUQsjWIL%2FnUo83Eug%2FYnqwe8K9RgvmkblRu8MAXI%3D)

****6)** Review and edit [**task details**](/doc/docs/task-details). *(Optional)***

All details entered will be visible to users when the task is opened to view on the [My Tasks](/doc/docs/my-tasks) page.

By default, the new task will have the following default settings:

- **Task Type** - Checkbox
  - Select from [R365 Actions, R365 Reports, Forms](/doc/docs/set-up-action-tasks), or standard [task types](/doc/docs/task-management-task-types).
- **Shortcut** - None
- **Requirement** - Attachment not required
- **Assignee** - None
- **Due** - Due every day, by the end of the day
- **Availability** - Beginning of day → Never
- **Tags** - None
- **Description** - None
- **Attachment** - None
- [**Notifications**](/doc/docs/task-notifications) - None

****7)** Click **Create Task** to create the task and close the task details, or click **Create & Add Another** to create the task and open a new blank task.**

> The Create Task and Create & Add Another buttons are disabled when the required Name and Group settings have not been completed.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-UNF3GK9M.png?sv=2026-02-06&spr=https&st=2026-10-29T15%3A31%3A23Z&se=2026-10-29T16%3A31%3A23Z&sr=c&sp=r&sig=nexmUQsjWIL%2FnUo83Eug%2FYnqwe8K9RgvmkblRu8MAXI%3D)

****8) Save t**he guide.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-U4IMH1RC.png?sv=2026-02-06&spr=https&st=2026-10-29T15%3A31%3A23Z&se=2026-10-29T16%3A31%3A23Z&sr=c&sp=r&sig=nexmUQsjWIL%2FnUo83Eug%2FYnqwe8K9RgvmkblRu8MAXI%3D)

### Quick Create Tasks

Tasks can be created quickly through inline editing and keyboard shortcuts. Follow these steps to quick create tasks:

*Click steps to expand for additional information and images.*

****1)** Navigate to the [**Guides page**](/doc/docs/guides-page)**.****

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-67OIH7G9.png?sv=2026-02-06&spr=https&st=2026-10-29T15%3A31%3A23Z&se=2026-10-29T16%3A31%3A23Z&sr=c&sp=r&sig=nexmUQsjWIL%2FnUo83Eug%2FYnqwe8K9RgvmkblRu8MAXI%3D)

****2)** Click **Open** for the **desired guide** to open the [guide details](/doc/docs/guide-details).**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-LPSQHKPE.png?sv=2026-02-06&spr=https&st=2026-10-29T15%3A31%3A23Z&se=2026-10-29T16%3A31%3A23Z&sr=c&sp=r&sig=nexmUQsjWIL%2FnUo83Eug%2FYnqwe8K9RgvmkblRu8MAXI%3D)

****3)** Navigate to the desired **task group**.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-1AS7X541.png?sv=2026-02-06&spr=https&st=2026-10-29T15%3A31%3A23Z&se=2026-10-29T16%3A31%3A23Z&sr=c&sp=r&sig=nexmUQsjWIL%2FnUo83Eug%2FYnqwe8K9RgvmkblRu8MAXI%3D)

****4)** Click **+Add Task** at the bottom of the group.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-BNJXI68P.png?sv=2026-02-06&spr=https&st=2026-10-29T15%3A31%3A23Z&se=2026-10-29T16%3A31%3A23Z&sr=c&sp=r&sig=nexmUQsjWIL%2FnUo83Eug%2FYnqwe8K9RgvmkblRu8MAXI%3D)

****5)** In the inline editing field, enter then **Name** the task.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-SZ17NTDV.png?sv=2026-02-06&spr=https&st=2026-10-29T15%3A31%3A23Z&se=2026-10-29T16%3A31%3A23Z&sr=c&sp=r&sig=nexmUQsjWIL%2FnUo83Eug%2FYnqwe8K9RgvmkblRu8MAXI%3D)

****6)** Click **Enter** on the keyboard to create the task or click **Shift+Enter** on the keyboard to create the task and add another.**

The task will be created with the following default settings:

- **Task Type** - Checkbox
  - Select from [R365 Actions, R365 Reports, Forms](/doc/docs/set-up-action-tasks), or standard [task types](/doc/docs/task-management-task-types).
- **Shortcut** - None
- **Requirement** - Attachment not required
- **Assignee** - None
- **Due** - Due every day, by the end of the day
- **Availability** - Beginning of day → Never
- **Group** - Group associated with the +Add Task button
- **Tags** - None
- **Description** - None
- **Attachment** - None
- [**Notifications**](/doc/docs/task-notifications) - None

> [**Record task types**](/doc/docs/task-management-setting-up-r365-action-tasks) have a shortcut automatically included as part of the record requirement setup.

****7)** **Double-click a task** to edit its [task details](/doc/docs/task-details). *(Optional)***

All details entered will be visible to users when the task is opened to view on the [My Tasks](/doc/docs/my-tasks) page.

****8) Save t**he guide.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-U4IMH1RC.png?sv=2026-02-06&spr=https&st=2026-10-29T15%3A31%3A23Z&se=2026-10-29T16%3A31%3A23Z&sr=c&sp=r&sig=nexmUQsjWIL%2FnUo83Eug%2FYnqwe8K9RgvmkblRu8MAXI%3D)

---

## Edit a Task

Follow these steps to edit an existing task:

*Click steps to expand for additional information and images.*

****1)** Navigate to the [**Guides page**](/doc/docs/guides-page)**.****

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-67OIH7G9.png?sv=2026-02-06&spr=https&st=2026-10-29T15%3A31%3A23Z&se=2026-10-29T16%3A31%3A23Z&sr=c&sp=r&sig=nexmUQsjWIL%2FnUo83Eug%2FYnqwe8K9RgvmkblRu8MAXI%3D)

****2)** Click **Open** for the **desired guide** to open the [guide details](/doc/docs/guide-details).**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-LPSQHKPE.png?sv=2026-02-06&spr=https&st=2026-10-29T15%3A31%3A23Z&se=2026-10-29T16%3A31%3A23Z&sr=c&sp=r&sig=nexmUQsjWIL%2FnUo83Eug%2FYnqwe8K9RgvmkblRu8MAXI%3D)

****3)** **Double-click the desired task** to open the [task details](/doc/docs/task-details).**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-Y5LTAFL2.png?sv=2026-02-06&spr=https&st=2026-10-29T15%3A31%3A23Z&se=2026-10-29T16%3A31%3A23Z&sr=c&sp=r&sig=nexmUQsjWIL%2FnUo83Eug%2FYnqwe8K9RgvmkblRu8MAXI%3D)

****4) Edit** desired fields.**

All the details entered will be visible to users when the task is opened to view on the [My Tasks](/doc/docs/my-tasks) page.

Required Fields:

- Task Name
- Task Type
  - Select from [R365 Actions, R365 Reports, Forms](/doc/docs/set-up-action-tasks), or standard [task types](/doc/docs/task-management-task-types).
- Attachment requirement
- Timeline
- Availability

Optional Fields:

- Tags
- Shortcut
- Description
- [Notifications](/doc/docs/task-notifications)

> [**Record task types**](/doc/docs/task-management-setting-up-r365-action-tasks) have a shortcut automatically included as part of the record requirement setup.

****5)** Click the **X** button in the top right to close the task details.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-RGB83JSN.png?sv=2026-02-06&spr=https&st=2026-10-29T15%3A31%3A23Z&se=2026-10-29T16%3A31%3A23Z&sr=c&sp=r&sig=nexmUQsjWIL%2FnUo83Eug%2FYnqwe8K9RgvmkblRu8MAXI%3D)

****6) Save** the guide.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-S9VD6LA1.png?sv=2026-02-06&spr=https&st=2026-10-29T15%3A31%3A23Z&se=2026-10-29T16%3A31%3A23Z&sr=c&sp=r&sig=nexmUQsjWIL%2FnUo83Eug%2FYnqwe8K9RgvmkblRu8MAXI%3D)

---

## Add or Edit a Task Shortcut

When a shortcut is added, a link to an R365 page or external URL will be available for the user who completes the task.

> [**Record task types**](/doc/docs/task-management-setting-up-r365-action-tasks) have a shortcut automatically included as part of the record requirement setup.

With the task details open, follow these steps to add a shortcut to the task:

****1)** Click **Add shortcut** to add a new shortcut, or **Edit shortcut** to edit an existing shortcut.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-H4MKSDH8.png?sv=2026-02-06&spr=https&st=2026-10-29T15%3A31%3A23Z&se=2026-10-29T16%3A31%3A23Z&sr=c&sp=r&sig=nexmUQsjWIL%2FnUo83Eug%2FYnqwe8K9RgvmkblRu8MAXI%3D)

****2)** Select the desired **action**; open page or open weblink.**

**Open Page** - When the shortcut is clicked, an R365 page will open.

**Open Weblink** - When the shortcut is clicked, the configured URL will open.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-E45TUM7K.png?sv=2026-02-06&spr=https&st=2026-10-29T15%3A31%3A23Z&se=2026-10-29T16%3A31%3A23Z&sr=c&sp=r&sig=nexmUQsjWIL%2FnUo83Eug%2FYnqwe8K9RgvmkblRu8MAXI%3D)

****3)** If Open page was selected in step 2, select the desired **R365 page**.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-CE9X37PA.png?sv=2026-02-06&spr=https&st=2026-10-29T15%3A31%3A23Z&se=2026-10-29T16%3A31%3A23Z&sr=c&sp=r&sig=nexmUQsjWIL%2FnUo83Eug%2FYnqwe8K9RgvmkblRu8MAXI%3D)

****4)** If Open weblink was selected in step 2, enter the **URL**.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/1c742849-5684-49ec-b3d7-631838c9ac9c.png?sv=2026-02-06&spr=https&st=2026-10-29T15%3A31%3A23Z&se=2026-10-29T16%3A31%3A23Z&sr=c&sp=r&sig=nexmUQsjWIL%2FnUo83Eug%2FYnqwe8K9RgvmkblRu8MAXI%3D)

****5)** Click **Done** to link the shortcut to the task.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-P0G9MK2Z.png?sv=2026-02-06&spr=https&st=2026-10-29T15%3A31%3A23Z&se=2026-10-29T16%3A31%3A23Z&sr=c&sp=r&sig=nexmUQsjWIL%2FnUo83Eug%2FYnqwe8K9RgvmkblRu8MAXI%3D)

****6)** If all edits to the task are completed, close the task, then **save the guide**.**

Changes to tasks are not saved until the associated guide is saved.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-S9VD6LA1.png?sv=2026-02-06&spr=https&st=2026-10-29T15%3A31%3A23Z&se=2026-10-29T16%3A31%3A23Z&sr=c&sp=r&sig=nexmUQsjWIL%2FnUo83Eug%2FYnqwe8K9RgvmkblRu8MAXI%3D)

---

## Set a Task’s Due Timeline (Frequency)

The ‘Due’ configuration for the task determines how frequently the task repeats.

With the [task details](/doc/docs/task-details) open, follow these steps to set the task’s frequency:

*Click steps to expand for additional information and images.*

****1)** Click the **‘Due’ line** to open the Timeline window.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-GFZDS4PZ.png?sv=2026-02-06&spr=https&st=2026-10-29T15%3A31%3A23Z&se=2026-10-29T16%3A31%3A23Z&sr=c&sp=r&sig=nexmUQsjWIL%2FnUo83Eug%2FYnqwe8K9RgvmkblRu8MAXI%3D)

****2)** In the **‘Repeat by’ field**, set how often the task **should repeat**; days, weeks, months, periods, quarters, or years.**

- **Days** - Task will repeat every x days.
- **Weeks** - Task will repeat every x weeks.
- **Months** - Task will repeat every x calendar months.
- **Periods** - Task will repeat every x operational periods or fiscal periods.
- **Quarters** - Task will repeat every x operational periods or fiscal quarters.
- **Years** - Task will repeat every x calendar years, operational years, or fiscal years.

The [fiscal calendar](/doc/docs/fiscal-years) defines the periods, quarters, and years for both the fiscal year and operational year.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-YUWMANI2.png?sv=2026-02-06&spr=https&st=2026-10-29T15%3A31%3A23Z&se=2026-10-29T16%3A31%3A23Z&sr=c&sp=r&sig=nexmUQsjWIL%2FnUo83Eug%2FYnqwe8K9RgvmkblRu8MAXI%3D)

****3)** In the **‘Every’ field**, set the **number** of days, weeks, months, periods, quarters, or years **between occurrences** of the task.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-IPZHQFTU.png?sv=2026-02-06&spr=https&st=2026-10-29T15%3A31%3A23Z&se=2026-10-29T16%3A31%3A23Z&sr=c&sp=r&sig=nexmUQsjWIL%2FnUo83Eug%2FYnqwe8K9RgvmkblRu8MAXI%3D)

****4)** In the **'On' field**, specify **when the task should repeat** within the selected 'Repeat By' timeframe.**

> The ‘On’ field is not displayed when the Repeat By timeframe is ‘Days’.

- Week - Select days of the week that the task will repeat.
- Month - Select one of the following:
  - Date of the month (1-31)
  - Week of the month (first, second, third, fourth, or last) and the day of the week.
- Period - Select one of the following:
  - First day of the period
  - Last day of the period
  - First weekday of the period
  - Last weekday of the period
  - Custom
- Quarters
  - First day of the quarter
  - Last day of the quarter
  - First weekday of the quarter
  - Last weekday of the quarter
  - Custom
- Years
  - First day of the year
  - Last day of the year
  - First weekday of the year
  - Last weekday of the year
  - Specific day of the year
  - Custom

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-74QGUD4Z.png?sv=2026-02-06&spr=https&st=2026-10-29T15%3A31%3A23Z&se=2026-10-29T16%3A31%3A23Z&sr=c&sp=r&sig=nexmUQsjWIL%2FnUo83Eug%2FYnqwe8K9RgvmkblRu8MAXI%3D)

****5)** If a **custom** ‘On’ setting was selected for period, quarter, or year, **define the custom frequency definition**.**

The custom frequency definition will be a set number of days or weeks before or after the first or last day of the selected frequency.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-P7OSX0AW.png?sv=2026-02-06&spr=https&st=2026-10-29T15%3A31%3A23Z&se=2026-10-29T16%3A31%3A23Z&sr=c&sp=r&sig=nexmUQsjWIL%2FnUo83Eug%2FYnqwe8K9RgvmkblRu8MAXI%3D)

1. Number
2. Day of the week, day, weekday, or weekend day
3. Before or After
4. First day of the frequency or Last day of the frequency

****6)** In the **Due By** field, set the **time of day** that the task is due.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-OR8XBRZ3.png?sv=2026-02-06&spr=https&st=2026-10-29T15%3A31%3A23Z&se=2026-10-29T16%3A31%3A23Z&sr=c&sp=r&sig=nexmUQsjWIL%2FnUo83Eug%2FYnqwe8K9RgvmkblRu8MAXI%3D)

****7)** Set the **start date** that the task will begin appearing on My Tasks.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-0YRSTUQW.png?sv=2026-02-06&spr=https&st=2026-10-29T15%3A31%3A23Z&se=2026-10-29T16%3A31%3A23Z&sr=c&sp=r&sig=nexmUQsjWIL%2FnUo83Eug%2FYnqwe8K9RgvmkblRu8MAXI%3D)

****8)** Click **Apply**. The Timeline window will close.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-OWG5MC2K.png?sv=2026-02-06&spr=https&st=2026-10-29T15%3A31%3A23Z&se=2026-10-29T16%3A31%3A23Z&sr=c&sp=r&sig=nexmUQsjWIL%2FnUo83Eug%2FYnqwe8K9RgvmkblRu8MAXI%3D)

****9)** If all edits to the task are completed, close the task, then **save the guide**.**

Changes to tasks are not saved until the associated guide is saved.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-GZ7P0SLL.png?sv=2026-02-06&spr=https&st=2026-10-29T15%3A31%3A23Z&se=2026-10-29T16%3A31%3A23Z&sr=c&sp=r&sig=nexmUQsjWIL%2FnUo83Eug%2FYnqwe8K9RgvmkblRu8MAXI%3D)

---

## Change a Task’s Availability

When a task is unavailable, it appears greyed out on the My Tasks page and cannot be opened or accessed in any way. Tasks that are available but not due on the selected day will show up in the Upcoming section of the My Tasks page.

> Availability settings do not apply to users with Task Management admin permissions. Task Management admins can mark a task as complete at any time.

With the [task details](/doc/docs/task-details) open, follow these steps to set the task’s availability:

*Click steps to expand for additional information and images.*

****1)** Click the **‘Availability’ line** to open the Availability window.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-E48W3X8M.png?sv=2026-02-06&spr=https&st=2026-10-29T15%3A31%3A23Z&se=2026-10-29T16%3A31%3A23Z&sr=c&sp=r&sig=nexmUQsjWIL%2FnUo83Eug%2FYnqwe8K9RgvmkblRu8MAXI%3D)

****2)** Set when the task is **unlocked** so that users can complete it.**

Unlocked options include:

- Beginning of day - Task will be unlocked at the first hour of the day of the task.
- Custom - Task will be unlocked at either a specific time on the due date or a set number of days before the due date. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-38SEAFS6.png?sv=2026-02-06&spr=https&st=2026-10-29T15%3A31%3A23Z&se=2026-10-29T16%3A31%3A23Z&sr=c&sp=r&sig=nexmUQsjWIL%2FnUo83Eug%2FYnqwe8K9RgvmkblRu8MAXI%3D)

****3)** Set when the task is **re-locked** and can no longer be completed by users.**

Re-locked options include:

- **Never** - Task will never be locked.
- **When Due** - Task will be locked when it is due.
- **End of Day** - Task will be locked at the end of the day that the task is due.
- **Custom** - Task will be locked at a set time on the due date or a set number of days after the due date. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-1SP5RB3H.png?sv=2026-02-06&spr=https&st=2026-10-29T15%3A31%3A23Z&se=2026-10-29T16%3A31%3A23Z&sr=c&sp=r&sig=nexmUQsjWIL%2FnUo83Eug%2FYnqwe8K9RgvmkblRu8MAXI%3D)

****4)** If Re-locked is set to **Never**, set the **number of days** that the uncompleted task should be **rolled over** and remain on the My Tasks page after the due date.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-M0AN0UHZ.png?sv=2026-02-06&spr=https&st=2026-10-29T15%3A31%3A23Z&se=2026-10-29T16%3A31%3A23Z&sr=c&sp=r&sig=nexmUQsjWIL%2FnUo83Eug%2FYnqwe8K9RgvmkblRu8MAXI%3D)

****5)** If Re-locked is set to **Custom** and uncompleted tasks should roll over to following days after the due date, **toggle the rollover setting on**.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-I7DV7S07.png?sv=2026-02-06&spr=https&st=2026-10-29T15%3A31%3A23Z&se=2026-10-29T16%3A31%3A23Z&sr=c&sp=r&sig=nexmUQsjWIL%2FnUo83Eug%2FYnqwe8K9RgvmkblRu8MAXI%3D)

****8)** Click **Apply**. The Availability window will close.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-1786RQBL.png?sv=2026-02-06&spr=https&st=2026-10-29T15%3A31%3A23Z&se=2026-10-29T16%3A31%3A23Z&sr=c&sp=r&sig=nexmUQsjWIL%2FnUo83Eug%2FYnqwe8K9RgvmkblRu8MAXI%3D)

****9)** If all edits to the task are completed, close the task, then **save the guide**.**

Changes to tasks are not saved until the associated guide is saved.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-GZ7P0SLL.png?sv=2026-02-06&spr=https&st=2026-10-29T15%3A31%3A23Z&se=2026-10-29T16%3A31%3A23Z&sr=c&sp=r&sig=nexmUQsjWIL%2FnUo83Eug%2FYnqwe8K9RgvmkblRu8MAXI%3D)

---

## Add Assignees to a Task

Assignees are the users responsible for completing the task. When the guide is saved, added assignees are notified of the task assignment.

Individual users or user roles can be assigned to tasks.

With the [task details](/doc/docs/task-details) open, follow these steps to set the task’s availability:

*Click steps to expand for additional information and images.*

**1) Click the **Assignee** dropdown menu.**

When opened, the Assignee dropdown will show ‘Myself’ listed first. ‘Myself’ is the user that is currently creating the task and editing this field. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-9X1RKROE.png?sv=2026-02-06&spr=https&st=2026-10-29T15%3A31%3A23Z&se=2026-10-29T16%3A31%3A23Z&sr=c&sp=r&sig=nexmUQsjWIL%2FnUo83Eug%2FYnqwe8K9RgvmkblRu8MAXI%3D)

**2) Assign the desired **user(s)** and/or **user roles**.**

Individual users are displayed at the top of the assignee list, followed by user roles. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-WRTR57GB.png?sv=2026-02-06&spr=https&st=2026-10-29T15%3A31%3A23Z&se=2026-10-29T16%3A31%3A23Z&sr=c&sp=r&sig=nexmUQsjWIL%2FnUo83Eug%2FYnqwe8K9RgvmkblRu8MAXI%3D)

****3)** If all edits to the task are completed, close the task, then **save the guide**.**

Changes to tasks are not saved until the associated guide is saved.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-JGN1ELS9.png?sv=2026-02-06&spr=https&st=2026-10-29T15%3A31%3A23Z&se=2026-10-29T16%3A31%3A23Z&sr=c&sp=r&sig=nexmUQsjWIL%2FnUo83Eug%2FYnqwe8K9RgvmkblRu8MAXI%3D)

### Remove an Assignee from a Task

With the [task details](/doc/docs/task-details) open, follow these steps to set the task’s availability:

*Click steps to expand for additional information and images.*

****1)** Click the **X icon** associated with the desired assignee.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-FLXBB3GW.png?sv=2026-02-06&spr=https&st=2026-10-29T15%3A31%3A23Z&se=2026-10-29T16%3A31%3A23Z&sr=c&sp=r&sig=nexmUQsjWIL%2FnUo83Eug%2FYnqwe8K9RgvmkblRu8MAXI%3D)

****2)** If all edits to the task are completed, close the task, then **save the guide**.**

Changes to tasks are not saved until the associated guide is saved.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-D5THFLWN.png?sv=2026-02-06&spr=https&st=2026-10-29T15%3A31%3A23Z&se=2026-10-29T16%3A31%3A23Z&sr=c&sp=r&sig=nexmUQsjWIL%2FnUo83Eug%2FYnqwe8K9RgvmkblRu8MAXI%3D)

Restaurant365

Structured documents that provide insights and summaries of various operational metrics and financial data.

Access rights granted to users or user roles that dictate what actions they can perform within the system.