--- title: "Mobile Guide Tasks" slug: "mobile-guide-tasks" description: "Guide tasks in mobile Task Management walk users through completion with R365 Action steps. Covers task detail fields, requirements, and attachments." updated: 2026-02-05T21:36:01Z published: 2026-02-05T21:36:01Z canonical: "docs.restaurant365.com/mobile-guide-tasks" --- > ## 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. # Mobile Guide Tasks When [My Tasks](/doc/docs/mobile-tasks) is opened, the screen will open to the Guide tasks section. The Guide sections of My Tasks shows users all assigned tasks for the selected day at the selected location. Guide tasks are imported from assigned **guides**. Task Management guides can be created in web by users with the required permissions. Learn more about [creating guides](/doc/docs/creating-a-new-guide). > [!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. --- ## **Guide Tasks List** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-DU99B360.png?sv=2026-02-06&spr=https&st=2026-10-28T16%3A47%3A43Z&se=2026-10-28T17%3A47%3A43Z&sr=c&sp=r&sig=WLeZjHmyir2XdT4dEVo%2Fqi1YbDpdoAgVhWCwV2W2m%2Bs%3D) | | **Field** | **Description** | | --- | --- | --- | | **1** | Search and Filter | The search bar searches the list of tasks for a specific task. The filter option filters the task list based on a selected filter. Users can filter by any of the following: - Due Date - Due Time - Tags - Assignee - Completed By - Status - Chronological Sort | | **2** | Date Selector | Displays the date for the guide tasks listed. The My Tasks screen will default to the current date. Tapping the date allows users to select which date to view. | | **3** | Previous/Next Day | Navigates to the previous or next day. Tap the left arrow ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/mobile-tasks-image-q3u7qxk9.png?sv=2026-02-06&spr=https&st=2026-10-28T16%3A47%3A43Z&se=2026-10-28T17%3A47%3A43Z&sr=c&sp=r&sig=WLeZjHmyir2XdT4dEVo%2Fqi1YbDpdoAgVhWCwV2W2m%2Bs%3D) to navigate to the day before the date displayed. Tap the right arrow ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/mobile-tasks-image-j5p9fyto.png?sv=2026-02-06&spr=https&st=2026-10-28T16%3A47%3A43Z&se=2026-10-28T17%3A47%3A43Z&sr=c&sp=r&sig=WLeZjHmyir2XdT4dEVo%2Fqi1YbDpdoAgVhWCwV2W2m%2Bs%3D) to navigate to the day after the date displayed. | | **4** | Overdue Tasks Notice | Notifies the users of the number of overdue tasks. These are incomplete tasks in which the due date has passed. All overdue tasks are automatically sorted into the **Rollover Tasks** task group. Each rollover task indicates the number of days the task is overdue. | | **5** | Task Group | Group of tasks. Task groups are created and sorted when [building a guide](/doc/docs/creating-a-new-guide). Each task group shows the amount of progress made on the tasks within the group. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/mobile-tasks-image-be0emq8d.png?sv=2026-02-06&spr=https&st=2026-10-28T16%3A47%3A43Z&se=2026-10-28T17%3A47%3A43Z&sr=c&sp=r&sig=WLeZjHmyir2XdT4dEVo%2Fqi1YbDpdoAgVhWCwV2W2m%2Bs%3D) Task groups can be expanded or collapsed by tapping the arrow icon ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/mobile-tasks-image-k7ndhjzg.png?sv=2026-02-06&spr=https&st=2026-10-28T16%3A47%3A43Z&se=2026-10-28T17%3A47%3A43Z&sr=c&sp=r&sig=WLeZjHmyir2XdT4dEVo%2Fqi1YbDpdoAgVhWCwV2W2m%2Bs%3D)as needed. | | **6** | Task | Individual task that must be completed. Each task shows the task completion status, task name, and task due time. For Checkbox tasks, users can tap the circle icon on incomplete tasks to mark the task as complete as long as there are no additional requirements for the task. Tapping a task will open the Task screen. | --- ## **Task Screen** When a task is open, users can review the task details including the following: ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-WW56GL0B.png?sv=2026-02-06&spr=https&st=2026-10-28T16%3A47%3A43Z&se=2026-10-28T17%3A47%3A43Z&sr=c&sp=r&sig=WLeZjHmyir2XdT4dEVo%2Fqi1YbDpdoAgVhWCwV2W2m%2Bs%3D) | | Field | Description | | --- | --- | --- | | **1** | Task Group Name | The name of the task group that the task is assigned to. | | **2** | Task Name | The name assigned to the task. | | **3** | Timeline | The frequency in which the task should be completed. | | **4** | Due Time | The date and time that the task is due by. | | **5** | Availability | The time frame in which the task is available to access to users. This may also show how many days the task will rollover when not completed. | | **6** | Assignee | The user(s) that are assigned to the task. These are the individuals that are responsible for completing the task. Users can tap this field to add an assignee. Learn more about [task assignments.](/doc/docs/task-management-task-assignments) | | **7** | Tags | Any tags that have been assigned to the task. | | **8** | Description | The written description of the task. These descriptions may give the user more insight on the task. | | **9** | Task Attachments | Any attachments added that may give context to the task. | | **10** | Task Requirements | What is required to mark the task as completed. The requirements of the task will be determined by the [task type](/doc/docs/task-management-task-types). Tasks may require users to make selections or enter a numerical value or text. R365 Action tasks that can be completed via mobile will have a **Guide Me** button that guides the user through completion of the task. Checkbox tasks will not have any requirements listed as the only requirement is to mark the task as complete. > [!NOTE] > Some tasks must be completed in the web version of task management. Mobile Task Management capabilities are expected to expand over the course of 2024 and 2025. | | **11** | Attachments | Where users can upload photos or documents related to the task completion. An attachment may be required to complete the text depending on the task setup. | | **12** | Comments | Where users can leave comments or notes about the task. | --- ## **Complete a Task** Users can complete most tasks via mobile. Read more about [completing a task via mobile](/doc/docs/complete-a-mobile-task).