A Task List is a named group of related tasks that repeats on a schedule — like an Opening Checklist that runs every morning or a Kitchen Close that runs every night. Each task inside the list can have its own assignee, due time, and photo requirement. Once you publish the list, it automatically generates tasks for your team each day or week based on the schedule you set.
Getting There
Click the Task Manager icon in the left navigation, then click Add Task List in the top right of the Manage tab. On mobile, tap More → Task Manager, then tap the + icon in the top right and select Add Task List.
Filling In the Task List Details
The task list creation form has the following fields:
Title (required) — The name of the task list, such as "Opening Checklist" or "Weekly Inventory Count."
Add description (optional) — A short description visible to managers and employees.
Repeating — How often the task list recurs: Does not repeat, Daily, or Weekly.
Start time — When employees should begin working through the list.
Due time — The deadline by which all tasks in the list should be completed. Tasks not completed by this time are marked overdue.
Published toggle — When turned on, the task list is active and will generate tasks for your team.
Adding Tasks to the List
Below the task list details is the Tasks section. Click + Add Task to add tasks to the list. For each task you can set the task title, who it's assigned to (Everyone, Department, Role, or Employee), and whether a photo is required as proof of completion.
💡 Tasks inside a list inherit the list's start and due times, but each task can be assigned to a different person or role. For example, one task can go to the Front of House role, another to a specific bartender, and another to everyone on shift.
Saving and Publishing
Click Save in the top right to save the task list. Make sure the Published toggle is on before saving — if it's off, the list won't generate tasks until you turn it on.
Editing a Task List
On web, click the Edit button (pencil icon) on the task list card to reopen the form and make changes. Changes to the title, schedule, times, or published state take effect immediately.
Deleting a Task List
Open the task list edit form and click the trash icon next to the Save button to delete the entire list. Deleting a task list removes all future occurrences — completed historical tasks in the History tab are not affected.
⚠️ If you want to temporarily stop a task list from generating new tasks without deleting it, turn off the Published toggle instead.
What to Read Next
Creating and Editing a Task — Add and configure individual tasks inside a task list
Assigning Tasks to Everyone, a Department, Role, or Employee — Control who sees and completes each task
Creating Daily or Weekly Recurring Tasks — Set up recurrence for task lists and single tasks
Need help? Click Book a Call in the top right of the app to talk with the Teamsly team.