Creating task lists & templates

Templates vs one-off tasks

Task templates are reusable definitions with schedules. StoreBoard generates task instances automatically based on your recurrence rules — daily opens, weekly deep cleans, monthly inspections.

Creating a template

1. Open Dashboard → Tasks and click New template.
2. Name the task clearly — e.g. "Opening checklist" or "Close — food safety".
3. Write instructions your team will see on the floor.
4. Set recurrence: daily, weekly, biweekly, or monthly.
5. Choose assignee scope: anyone on shift, specific roles, or named people.
6. Select which locations this template applies to.
7. Toggle photo required if proof is mandatory.

Completion modes

Tasks can require a simple checkbox or photo proof on completion. Photo-required tasks cannot be closed without an attached image.

Managing templates

1. Edit templates anytime — changes apply to future instances.
2. Pause or archive templates you no longer need.
3. Duplicate a template to quickly create variations for another location.