How to link Tasks to connected equipment

This article will explain how to create and connect Tasks to associated equipment and learn how to access the historical overview of Tasks.

• Why link Tasks to equipment?
• Creating Tasks and linking to equipment 
• Accessing the historical overview of Tasks linked to equipment

Why link Tasks to equipment?

Linking Tasks to connected equipment ensures that you and your team can effectively manage and prioritize essential tasks (e.g. cleaning).

Analyzing the full Task history allows for the evaluation of areas needing improvement, understanding why tasks may not have been completed, and determining when they were completed, if at all.

Creating Tasks and linking to equipment

By following the steps below you can create a task and link it to a specific location and equipment: 

1. Log in to the online platform C-sar.
2. Navigate to Tasks on the main menu bar. 
   💡 You can also scroll down to the Task section on the Cafe Dashboard. 
3. Select Task Board. 
4. Click on +Add new task on the top of the right side of the page.
5. Enter the following details:
   * is indicating mandatory fields 
   
   
   • *Task name
   • *Location
   • Link with equipment: You need to select a location in order to see the available equipment. 
   • *Assign task to
   • Task category
   • Task description
   • Add link: You can add a link to manuals or further instructions if relevant. URL must start with https://
   • Schedule task: This option is only available if the task is linked with a roasting or espresso machine.
   • *Due date
6. Click Create task. 

Accessing the historical overview of Tasks linked to equipment

By following the steps below you can access the historical overview of Tasks linked to equipment: 

1. Log in to the online platform C-sar.
2. Navigate to Cafe on the main menu bar.
3. Select Equipment. You will be directed to the Equipment overview page.
4. Click on the respective Equipment. You will be directed to the Equipment's detail page. 
   💡 The historical overview of Tasks connected to a specific equipment can be seen on each equipment’s detail page.
5. Scroll down to the Tasks tab. 
   

Related content

• Creating Equipment Stations
• Fulfilling Tasks 
• Managing Locations
• Setting up and Managing Tasks

Congratulations! You are now ready to create and connect Tasks to associated equipment and learn how to access the historical overview of Tasks.

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