How to link Tasks to connected equipment
Table of Contents
You need to have the Cafe Manager's (Group Administrator's) permission to perform the steps outlined in this article.
Overview
This article explains how to create and connect tasks to equipment and learn how to access the historical overview of tasks.
Connecting tasks to equipment helps your team efficiently organize and prioritize critical responsibilities like maintenance and cleaning.
Reviewing the complete task history provides valuable insights for improvement, highlighting why tasks failed or when they were completed.
Instructions
- Log in to the online platform C-sar.
- Navigate to Tasks > Task Board on the main menu bar.
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Click +Add new task.
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Enter the following details:
* indicates mandatory fields- *Task name
- *Location
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Link with equipment: You must select a location first to display the available equipment. Use the dropdown to select the equipment you want to assign the task to.
- *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.
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*Due date
- Click Create task. You can find the newly created task on the Task Board.
If you have further questions, feedback, or concerns, please submit a support ticket directly from support.cropster.com.