--- title: "Create or Edit a Guide" slug: "creating-a-new-guide" description: "Create a Task Management guide by naming it, adding tasks, creating task groups, organizing by drag-and-drop, and assigning locations." updated: 2025-08-21T21:28:06Z published: 2025-08-21T21:28:06Z canonical: "docs.restaurant365.com/creating-a-new-guide" --- > ## 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 Guide A [Task Management](/doc/docs/operations-task-management) guide must be built in order to [add tasks](/doc/docs/create-a-task) to the [My Tasks page](/doc/docs/my-tasks). After a guide is created, locations are assigned. All **task groups** and their associated tasks will then appear on the [My Tasks](/doc/docs/my-tasks) page for the assigned location(s). Multiple guides can be assigned to one location. One guide can also be assigned to multiple locations. New guides can be created from scratch or by [duplicating an existing guide](/doc/docs/duplicate-a-guide). --- ## Security Users with the following permission will be able to create guides: - Administration → Task Management → Guides → Create Guides --- ## Creating a New Guide To create a new guide, click the **+Add Guide** button in the top right corner of the Guides page. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-UEKCU7A1.png?sv=2026-02-06&spr=https&st=2026-10-29T20%3A27%3A31Z&se=2026-10-29T21%3A27%3A31Z&sr=c&sp=r&sig=NzVHwMx48IQ8FilebYYrNJESKhrj0rKOyjEta0mr6Y0%3D) Users will be prompted to give the new guide a name. > [!NOTE] > The name given to the guide is for sorting purposes on the Guides page only. This name does **not** appear on the My Tasks page. Once **Done** is clicked, a new guide will open. Once a new guide is open, users can begin building tasks and task groups. New guides will have two default groups (labeled Group 1 and Group 2) and there will be six tasks (labeled Task 1-6). ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/535021d6-e577-46d7-8344-ef28388c3629.gif?sv=2026-02-06&spr=https&st=2026-10-29T20%3A27%3A31Z&se=2026-10-29T21%3A27%3A31Z&sr=c&sp=r&sig=NzVHwMx48IQ8FilebYYrNJESKhrj0rKOyjEta0mr6Y0%3D) --- ## Create Tasks Users can add as many tasks as needed to any guide. To [build a new task](/doc/docs/create-a-task), first click the **+Add Task** button. This will open a new [Task Configuration page](/doc/docs/task-details) where the following task details are entered: - Task Name - Task Type - Attachment Requirement - Timeline - Availability - Tags (optional) - Add Shortcut (optional) - Description (optional) 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. Once the task details are entered, click **Create & Add Another** or **Create Task** to complete the creation of the task. Leaving the page or clicking **Cancel** will not save the task to the guide. --- ## Task Groups Users can choose to create task groups at any point when creating a [task guide](/doc/docs/guides). Task groups allow for the organization of tasks on a guide. Task group names as well as the list of tasks associated with them import to the My Tasks page for the assigned location(s). Organizing tasks into groups helps users navigate their workday tasks and locate tasks more easily. Task groups can be customized as needed. Users can sort their tasks and task groups in a way that works best for their organization. ### Naming Task Groups Users may take varying approaches to the naming of their task groups. The name given to a task group should reflect the collection of tasks that are assigned to it. See the example below of organizing tasks into task groups. Click the example image to enlarge. | **Guide Name** | **Task Groups** | **Example** | | --- | --- | --- | | **Manager Guide** | Organized by **shift**: - Opening Tasks - Midday Checks - Closing Tasks | ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/687e99cc-ca7c-4697-92c0-11893393d735.png?sv=2026-02-06&spr=https&st=2026-10-29T20%3A27%3A31Z&se=2026-10-29T21%3A27%3A31Z&sr=c&sp=r&sig=NzVHwMx48IQ8FilebYYrNJESKhrj0rKOyjEta0mr6Y0%3D) | ### Organizing Tasks Into Task Groups To organize tasks into groups, users can click the rearrange icon of any task, then drag and drop the task into the task group it should belong to. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/c42419e6-e7f5-475c-ba9c-6c4cda6a9021.gif?sv=2026-02-06&spr=https&st=2026-10-29T20%3A27%3A31Z&se=2026-10-29T21%3A27%3A31Z&sr=c&sp=r&sig=NzVHwMx48IQ8FilebYYrNJESKhrj0rKOyjEta0mr6Y0%3D) ### Rearranging Task Lists The task groups/lists appear on the My Tasks page in the order that they are arranged on the guide. To arrange a task list under a task group, click the rearrange icon of any task, then drag and drop the task(s) into the desired order. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/cdcec808-4430-4fb8-8a1d-1cbd89fdbdbe.gif?sv=2026-02-06&spr=https&st=2026-10-29T20%3A27%3A31Z&se=2026-10-29T21%3A27%3A31Z&sr=c&sp=r&sig=NzVHwMx48IQ8FilebYYrNJESKhrj0rKOyjEta0mr6Y0%3D) To save any changes made to the task groups, click the **Save** button in the top right corner of the open guide.