Understanding the Task Builder in the Food Safety Module

Modified on Thu, 11 Jun at 11:03 AM

Who should use this article?

Site Administrators and Food Safety Supervisors.

Overview

Task Builder is used to create and manage the operational and cleaning workflows that staff complete within the Food Safety Program.

Task lists can be configured to reflect the way your organisation operates.

Some organisations choose to structure workflows around:

Daily duty rosters
Shift patterns
Service periods
Work areas
Compliance activities

Examples include:

Pre-Service
Food Preparation
Meal Service
Post-Service
Cleaning & Hygiene
Storage & Monitoring

Task Builder is designed to support operational flexibility while maintaining accountability and compliance requirements.

Before You Start

Before creating a Task List, ensure the following configuration has been completed:

Areas
Equipment
Roles

Task Builder relies on this information to support task assignment and reporting.

Understanding Task Types

Task Builder supports two task types:

Operational Tasks

Operational Tasks are used for:

Food Safety Procedures
Some Temperature Monitoring
Compliance Checks
Opening Procedures
Closing Procedures
Operational Workflows

Cleaning Tasks

Cleaning Tasks are used for:

Cleaning Activities
Hygiene Procedures
Scheduled Cleaning
End of Day Cleaning
Maintenance Routines

It is recommended that Operational and Cleaning workflows are configured separately.

Designing Your Task Board

Every organisation operates differently, which means there is no single "correct" Task Board structure.

Task Boards should be designed to reflect how staff naturally work throughout the day.

Common approaches include:

By Shift

Morning Shift
Afternoon Shift
Night Shift

By Service Period

Breakfast
Lunch
Dinner
Supper

By Workflow

Opening Checks
Preparation
Service
Closing Procedures

By Activity Type

Food Preparation
Temperature Monitoring
Storage
General Duties

By Cleaning Schedule

Clean As You Go
Mid-Shift Cleaning
End of Day Cleaning
Weekly Deep Cleaning

The best structure is the one that is easiest for staff to understand and complete consistently.

Building a Task List

Creating a Task List generally follows the process below:

Understand the site workflow
Select the task type (Operational or Cleaning)
Select the Area
Create Sections
Add Tasks
Assign Roles
Review the workflow
Publish the Task List

Good to Know

Task Lists should reflect how staff naturally work throughout the day.

Avoid creating overly complex workflows or excessive mandatory fields, as this can reduce staff adoption and compliance accuracy.

Create an Operational Task List
Create a Cleaning Task List
Create a Section
Add a Task
Assign a Role to a Task
Publish a Task List