Tasks Lists in the Logbook allow for your management team to track chores that need to happen on a consistent basis – from opening and closing procedures, to temperature checks and regular maintenance. 

To create a new task list, log in to the Above Store Console, and click Task Lists in the Logbook tab (if you do not have ASC access, please reach out to your Corporate office).

To add a new task list, click Add.  To modify an existing one, click its name in the list. Add a descriptive Task List Name to easily identify and differentiate the Task List.

• The description field is intended to help you better identify a Task List and will only be seen by yourself and other ASC Users. We recommend that you add a description explaining who the Task List applies to and the frequency that the task list will be scheduled (e.g. Daily Temperature Log - Amarillo Store).

After naming the new task list, click Save.    This will provide you with your first version.  The different versions of a task list ensure that you retain all historical information as it was at that point in time.  To create or adjust an unpublished version, click its name in the list.

It is a good idea to add a description to each version to record what has been adjusted.  Also, a start date for each version is required.  A version will not be available until after this start date.

Controls are the elements that will make up the task list itself, the part that managers will see on the store-level site. The upper section of the sidebar shows different types of Rows that can be used to create the list, while the lower section shows various functions you can managers complete as part of each task.

Start by clicking and dragging a Task Row from the sidebar into the work area. Then drag the Label control into the first column of that Task Row. A label will display whatever text you wish on the task list, and it's usually a good idea to write in what the task on this row will be ("Season the meat," "Sweep the floor," etc.). You can use Word Wrap if the label will be long.

You can see what each control does in this article.

To add new elements into each row, click the Add Column button. You can then continue adding elements to your tasks by dragging more controls onto each row.

To adjust a control, simply click its cell.  The column on the right will populate with the appropriate field.  Make your changes there, and the adjustments will reflect in the canvas. 

Please Note: Some tasks may allow you to require that a follow up automatically be applied if what is entered is outside the set parameters.  

When finished, click Save at the bottom of the page.  In the future, you are able to use existing versions as a starting place for revisions, or start completely new versions.

Scheduling and Assigning

The next steps are to set up a schedule for the task list, and assign it out to the specific locations.

To create a new schedule, click Add Schedule.  To adjust an existing schedule, click its name.  In the window that appears, define the schedule by naming and describing it, then setting the parameters for the schedule.  Save when finished.

To assign the locations who should be using this task list, click Assign Stores.  In the window that appears, check the boxes next to the appropriate stores.  Click Assign when finished.

To unassign locations, check the boxes next to those locations, and click Unassign.

Associating Tags With Task Lists

Tags in the Above Store Console allow you to more easily filter tasks, library files, and more.  You must first create tags to use throughout the ASC, and then assign those tags where needed (if you do not have ASC access, please reach out to your Corporate office).

You must first create tags, and associate them with specific stores before proceeding.  You can learn how to do that HERE.

In the task list, click the three-dot icon within a task to associate that task with a specific tag.  Simply define the needed locations using rule drop-down menus and check boxes. Only locations fitting the parameters of the rule you created will show the task within that its task list.  This makes it easy to have fewer task lists, and still have customizations for the locations that need them.

Self-Guided Tutorials
(This will prompt you to log into HotSchedules, and then guide you through the process click by click.)

• Associate Tags with Tasks

  Creating Task Lists