What are review tasks and how to assign them

What are review tasks?

A review should never end with “someone will sort that later”. If you’ve spotted an issue, the fix should start there and then.

Review tasks let you turn what you see into clear action while you’re carrying out a review or assessment.

For example, imagine you’re completing a store assessment and notice a POS display is out of date. Instead of making a note and relying on a follow-up conversation, you can assign a task immediately — directly within the review.

That means:

• Clear ownership from the start
• No separate emails or messages
• No guesswork about who’s doing what

Every task is tracked in the Tasks section on both the app and the web, so you can see what’s in progress, what’s overdue, and what’s complete.

If you’re setting up a new Review template, you can decide how tasks are assigned. You might require tasks to be assigned to someone with an Ocasta account, or allow reviewers to enter a name manually. It’s your choice — based on how your teams work.

How review tasks differ from direct tasks

Review Tasks are created as part of a review or assessment. They’re linked to that specific visit, checklist, or template, so you always have the full context of what was seen and why the task was raised.

Direct Tasks are different. They’re standalone tasks created from the Tasks page and aren’t connected to a review.

If you’d like to understand how Direct Tasks work and when to use them, read our help guide.

How do I set a review task?

When you’re completing a Review, you can create a task directly from an insight (question) tile:

1. Tap on the insight tile you want to add a task for.

2. At the bottom of the pop-up, select ‘Add a Task’.

3. Start typing a name and choose the right person from the dropdown list.

   • In Person Reviews, the reviewer appears first, followed by the person being reviewed, then all users in their location.

   • In Location Reviews, the reviewer appears first, followed by all users in the selected location.

   • You can only assign tasks to people in locations you have permission to view.

   

4. Enter the task description.

5. Add a due date if needed.

6. When you’re done, tap ‘Done’ at the top of the insight.

7. To add more tasks, tap ‘Add Another’.

Once you submit the review, if your organisation has task emails switched on, anyone you’ve assigned a task to will get an email notification.

All assigned tasks will also appear in the assignee’s Ocasta dashboard under "Tasks to complete". You can check progress any time in the dedicated tasks section — on the web or in the app.