--- title: "Guides Page" slug: "guides-page" description: "Reference for the Guides page grid listing all Task Management guides with fields, task counts, locations, and action menu options." updated: 2025-08-26T19:48:00Z published: 2025-08-26T19:48:00Z canonical: "docs.restaurant365.com/guides-page" --- > ## 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. # Guides Page The Guides page lists all existing [Task Management](/doc/docs/task-management) guides. Each guide is made up of user-created tasks and task groups. These tasks will then be listed as tasks to complete on the [My Tasks page](/doc/docs/my-tasks) for the assigned locations. From the Guides page, users can perform the following actions: - [View and Edit Guide Details](/doc/docs/guide-details) - [View and Edit Task Details](/doc/docs/task-details) - [Create Tasks](/doc/docs/create-a-task) - [Create, Edit, and Delete Guides](/doc/docs/creating-a-new-guide) - [Duplicate Guides](/doc/docs/duplicate-a-guide) - [Open Task Management Settings](/doc/docs/task-management-settings) --- ## Security Task Management permissions are found in the permission tree as follows: - Administration - Task Management - Guides - View Guides - Edit Guides - Create Guides - Create/Edit/Delete Task Tags - Manage Request Settings - Delete Guides These permissions can be added to [custom user roles](https://restaurant365.us.document360.io/doc/docs/custom-user-roles) or [individual users](https://restaurant365.us.document360.io/doc/docs/users-overview-and-security). The [Permission Access report](https://restaurant365.us.document360.io/doc/docs/generating-a-permissions-access-report) can be used to determine which user roles or users already have these permissions assigned. For more information, see [User Setup and Security](/doc/docs/user-setup-security-and-location-access). --- ## Navigation ****Navigation Menu**** 1. Select **Task Management** from the left navigation rail. 2. Select **Guides.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-QMVTOOR1.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A57%3A43Z&se=2026-11-10T17%3A57%3A43Z&sr=c&sp=r&sig=ocOBTPiEgWVBp0Op%2FYx89Ecdve1R1rr4JXu5%2Fa8fg9U%3D) ****Search**** Navigate to pages with the [R365 global search bar](/doc/docs/r365-search): 1. Enter all or part of the **page name** in the R365 global search bar. 2. Select the page from the results list. > Only enabled pages can be searched for. If the desired page is not enabled, contact your CSM for assistance. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-1745007955784.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A57%3A43Z&se=2026-11-10T17%3A57%3A43Z&sr=c&sp=r&sig=ocOBTPiEgWVBp0Op%2FYx89Ecdve1R1rr4JXu5%2Fa8fg9U%3D) --- ## Guides Page Fields & Buttons ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/b98202b2-8bc6-4599-946f-7e371766af7f.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A57%3A43Z&se=2026-11-10T17%3A57%3A43Z&sr=c&sp=r&sig=ocOBTPiEgWVBp0Op%2FYx89Ecdve1R1rr4JXu5%2Fa8fg9U%3D) | | **Field/Button** | **Description** | | --- | --- | --- | | **1** | Table Functions | This page features the following table functions: - ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/f887a40d-b3dc-4891-8369-3e3a483d84a5.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A57%3A43Z&se=2026-11-10T17%3A57%3A43Z&sr=c&sp=r&sig=ocOBTPiEgWVBp0Op%2FYx89Ecdve1R1rr4JXu5%2Fa8fg9U%3D) - Search for specific keywords. - ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/3eac7623-317b-4874-8cb4-5adb240debd0.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A57%3A43Z&se=2026-11-10T17%3A57%3A43Z&sr=c&sp=r&sig=ocOBTPiEgWVBp0Op%2FYx89Ecdve1R1rr4JXu5%2Fa8fg9U%3D)- Save/edit Table Views. - ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/da44341a-472b-497e-bee8-c72f2fb8ccd0.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A57%3A43Z&se=2026-11-10T17%3A57%3A43Z&sr=c&sp=r&sig=ocOBTPiEgWVBp0Op%2FYx89Ecdve1R1rr4JXu5%2Fa8fg9U%3D)- Select which columns to show or hide on the grid. - ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/28c1c252-4a33-4225-9d38-cddad9a04ecd.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A57%3A43Z&se=2026-11-10T17%3A57%3A43Z&sr=c&sp=r&sig=ocOBTPiEgWVBp0Op%2FYx89Ecdve1R1rr4JXu5%2Fa8fg9U%3D)- Filter column information - ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/ca1666d6-45c1-498f-b878-6a7d6f9aa810.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A57%3A43Z&se=2026-11-10T17%3A57%3A43Z&sr=c&sp=r&sig=ocOBTPiEgWVBp0Op%2FYx89Ecdve1R1rr4JXu5%2Fa8fg9U%3D)- Edit Row Height to be smaller or larger. This function is accessible from the menu![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/72ef972b-d701-481f-9c06-e076957598f6.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A57%3A43Z&se=2026-11-10T17%3A57%3A43Z&sr=c&sp=r&sig=ocOBTPiEgWVBp0Op%2FYx89Ecdve1R1rr4JXu5%2Fa8fg9U%3D). - ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/241d96e8-6e3b-4238-b8a9-6fdd72457da5.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A57%3A43Z&se=2026-11-10T17%3A57%3A43Z&sr=c&sp=r&sig=ocOBTPiEgWVBp0Op%2FYx89Ecdve1R1rr4JXu5%2Fa8fg9U%3D) - Export the table to a .csv file. This function is accessible from the menu![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/72ef972b-d701-481f-9c06-e076957598f6.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A57%3A43Z&se=2026-11-10T17%3A57%3A43Z&sr=c&sp=r&sig=ocOBTPiEgWVBp0Op%2FYx89Ecdve1R1rr4JXu5%2Fa8fg9U%3D). - ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/2de68681-b518-483f-97cd-caafbd7022b4.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A57%3A43Z&se=2026-11-10T17%3A57%3A43Z&sr=c&sp=r&sig=ocOBTPiEgWVBp0Op%2FYx89Ecdve1R1rr4JXu5%2Fa8fg9U%3D)- Refresh. This function is accessible from the menu![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/72ef972b-d701-481f-9c06-e076957598f6.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A57%3A43Z&se=2026-11-10T17%3A57%3A43Z&sr=c&sp=r&sig=ocOBTPiEgWVBp0Op%2FYx89Ecdve1R1rr4JXu5%2Fa8fg9U%3D). Learn more about [working with grids here](/doc/docs/working-with-smart-grids). | | **2** | Checkbox | Selects a guide. Clicking **one** checkbox will open the edit options, including the options to **delete ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/440b147f-2ae8-4e0f-95e9-fce7465c19da.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A57%3A43Z&se=2026-11-10T17%3A57%3A43Z&sr=c&sp=r&sig=ocOBTPiEgWVBp0Op%2FYx89Ecdve1R1rr4JXu5%2Fa8fg9U%3D)** or **duplicate![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/577b1adb-2e75-465e-b348-0f1842f026bb.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A57%3A43Z&se=2026-11-10T17%3A57%3A43Z&sr=c&sp=r&sig=ocOBTPiEgWVBp0Op%2FYx89Ecdve1R1rr4JXu5%2Fa8fg9U%3D)** the guide. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/38041414-c280-46cb-ad8c-f073bd1bf336.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A57%3A43Z&se=2026-11-10T17%3A57%3A43Z&sr=c&sp=r&sig=ocOBTPiEgWVBp0Op%2FYx89Ecdve1R1rr4JXu5%2Fa8fg9U%3D) Selecting **multiple** guides will enable the bulk edit function, which allows users to **delete** **![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/b16cb9ad-74d8-4cc9-8fec-9d65071caad9.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A57%3A43Z&se=2026-11-10T17%3A57%3A43Z&sr=c&sp=r&sig=ocOBTPiEgWVBp0Op%2FYx89Ecdve1R1rr4JXu5%2Fa8fg9U%3D)** more than one guide at a time. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/ca9ac2b4-4bcd-4067-a8ec-965a7dc4a612.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A57%3A43Z&se=2026-11-10T17%3A57%3A43Z&sr=c&sp=r&sig=ocOBTPiEgWVBp0Op%2FYx89Ecdve1R1rr4JXu5%2Fa8fg9U%3D) | | **3** | Name | The name of the guide. Guide names can be changed or edited in-grid by clicking the field. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/fd3e34a8-787b-41ad-862f-89596100a200.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A57%3A43Z&se=2026-11-10T17%3A57%3A43Z&sr=c&sp=r&sig=ocOBTPiEgWVBp0Op%2FYx89Ecdve1R1rr4JXu5%2Fa8fg9U%3D) > Users will only be able to see guides that are assigned to locations they have access to, as well as guides with no location assignment. | | **4** | Tasks | The number of tasks on the specific guide. | | **5** | Locations | The list of locations that this guide has been assigned to. Locations can be added or removed in-grid by clicking this field, then selecting or deselecting them.![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/20e834aa-e312-48fa-8d64-a0d1560ea59c.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A57%3A43Z&se=2026-11-10T17%3A57%3A43Z&sr=c&sp=r&sig=ocOBTPiEgWVBp0Op%2FYx89Ecdve1R1rr4JXu5%2Fa8fg9U%3D) | | **6** | Created On | The date and time that the guide was created. | | **7** | Created By | The user that created the guide. | | **8** | Guide Menu | - **Edit Guide** - Click to open the guide to make edits or changes. - **Delete Guide** - Click to delete the selected guide. This will remove the guide from the list. - **Duplicate Guide** - Click to [duplicate this guide](/doc/docs/duplicate-a-guide). This will create a copy of the guide. | | **9** | Task Management Settings | Click to open the [Task Management Settings sidesheet](/doc/docs/settings-task-management). From the settings, users can manage availability request tasks and tags. | | **10** | +Add Guide | Click the **+Add Guide** button to create a new guide. | Access rights granted to users or user roles that dictate what actions they can perform within the system.