Assign tasks to locations, favourites, and faster role setup in this month’s release

This release focuses on making everyday work easier to pick up, move through, and manage. You can now assign tasks to locations, giving teams the flexibility to act in the moment without relying on named individuals. The app switcher is now available across every Ocasta hub, with a new favourites feature so people can quickly get back to what matters.

We’ve taken the first step to simplify role setup, with clearer permissions and the ability to copy existing roles, reducing time spent on admin. It’s all about helping your team act faster, with less back-and-forth and less guesswork.

Assign tasks to a location

Sometimes, it doesn’t matter who completes a task — it just needs to be done at a specific place. Assigning a task to a location lets your team pick it up when it makes sense, without slowing things down by choosing a specific person.

For example, updating a POS poster at a location doesn’t need a named individual — it just needs someone there to get it done.

You can now assign tasks to a location instead of a specific person — so the right person can pick it up when it matters. Tasks show the assigned location, and anyone with access can take ownership using the Pick Up button. You can still assign the task to an individual if needed, with all actions tracked in the activity log.

You can create these tasks as part of a review or as a direct task — giving you flexibility in how work gets done across your locations.

How to assign tasks to a location

Save and organise your favourites

You can now save content to a personal favourites list in the app switcher (see below) — a feature that’s now available across all hubs.

Add articles, news, courses, and reviews, then come back to them anytime from the same menu. You can easily remove items as needed.

You can turn favourites on or off in the Branding section of the admin. It is turned on by default.

How to add content to my favourites

App switcher now available across all hubs

The app switcher is now available across every hub in Ocasta, so your team can easily access external tools from wherever they’re working.

Add your commonly used apps, like scheduling or payroll, into the app switcher to give your teams quick access to the tools they use every day.

This is also where you will find your personal favourites list (see above).

How can I add apps to the app switcher

Clearer permissions, faster role setup

We’ve updated the permissions matrix to make it much easier to understand who can see and do what — so setting up roles is quicker and more straightforward.

You can now also copy existing roles, giving you a simple starting point when roles only need small changes.

View the full guide on role creation

Learn content shown in column

In the admin when viewing articles you’ll now be able to see at a glance if they contain questions, tasks or tests, without the need to open the article.

If you have any questions about anything in this release, please let us know 👍