What are Tasks?
Tasks help you turn what you see into action. For example, while carrying out a store assessment, you might spot that a POS display is out of date. You can quickly assign a task to someone at that store to update it.
You can track the progress of any task in the dedicated tasks section — on both the app and the web — so nothing slips through the cracks.
If you’re an admin, our guide Getting started setting up a new Review template explains how to choose whether tasks must be assigned to someone with an Ocasta account, or if the reviewer can enter a name that’s not already in the system.
How do I set a task?
When you’re completing a Review, you can create a task directly from an insight (question) tile:
Tap on the insight tile you want to add a task for.
At the bottom of the pop-up, select ‘Add a Task’.
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.
Enter the task description.
Add a due date if needed.
When you’re done, tap ‘Done’ at the top of the insight.
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 Review dashboard under “Tasks to complete”. You can check progress any time in the dedicated tasks section — on the web or in the app.