Lightspeed Tasks is a central task management system that replaces paper lists and whiteboards in your restaurant. With Tasks, you assign duties to staff from the Back Office that they then can complete in the Lightspeed Pulse mobile app. Tasks reminds staff and holds them accountable for closing operations, temperature checks, and other periodic or urgent responsibilities.
Managers and staff have different roles and abilities with regards to Lightspeed Tasks.
| Managers can: | Staff can: |
|---|---|
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Requirements
To start, you'll need to enable Lightspeed Tasks on your account. Contact your Sales Account Manager for more details.
Checklists must be completed on a mobile device using the Lightspeed Pulse app. Lightspeed Pulse must be set to Staff Mode to complete a checklist.
Lightspeed Pulse supports the two most recent versions of iOS and Android.
User tags
User tags are used by Lightspeed Tasks to group employees by the jobs they do in your business. Checklists are assigned to user tags rather than individual users so that anyone with the right user tag may complete the checklist regardless of who is working that day.
To configure user tags, navigate to Tasks > Settings in the Back Office and select the User tags tab.
User tags are different from POS user groups. You use POS user groups under POS > User groups in the Back Office to quickly assign multiple permissions to POS users. This determines what employees can do in the Restaurant POS app.
Notifications
Lightspeed Tasks offers a few ways to keep up-to-date on how and when checklists are completed. Instead of manually checking in on your team, you can receive automatic emails that give you total peace of mind that your business is running smoothly.
To configure notifications, navigate to Tasks > Settings in the Back Office and select the Notifications tab.
| Setting | Description |
|---|---|
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Checkpoint emails |
Checkpoint emails help you identify potential business issues based on irregularities in your daily checklist activity. For instance, they will flag out-of-range temperatures, incorrect counts, or missing images on tasks where required. To start receiving this email, select a delivery time and add recipients. Only Back Office users can receive this email. To add recipients: click Choose recipients and select users from any location where Lightspeed Tasks is enabled. |
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Daily summary emails |
Daily summary emails go out every day at 8 AM local time to the people you choose. These emails show:
Only Back Office users can receive this email. To add recipients: click Add recipients, select a location, and select their names. |
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Weekly summary emails |
Weekly summary emails go out every Monday at 8 AM local time to the people you choose. They show the same details as the daily emails but cover the entire previous week. They also show how many times each checklist was scheduled to be worked on during that week. Only Back Office users can receive this email. To add recipients: click Add recipients, select a location, and select their names. |
Thermometer integration
For integrated temperature readings, the TempTest Blue smart thermometer can be used to measure and log readings directly into Lightspeed Tasks without any manual entry.
Setting Lightspeed Pulse to Staff Mode
You will need to set your Lightspeed Pulse device to Staff mode for your employees to complete their tasks and checklists. To do so:
- Log in to Lightspeed Pulse with Back Office credentials.
- Click the triple bar icon to view your settings.
- Enable Switch to staff mode.
What's next?
Using Lightspeed Tasks in Back Office
In the Back Office, you can create new checklists and view reporting for Lightspeed Tasks.
Using Lightspeed Tasks in Lightspeed Pulse
In the Lightspeed Pulse app, staff can complete the checklists you set up for Lightspeed Tasks.