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Setting up Lightspeed Tasks

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:
  • Create, assign, and schedule checklists of tasks.
  • Configure response types: photo, text, count, signature, or temperature.
  • View completion logs and receive checkpoint reports.
  • View and complete tasks via the Lightspeed Pulse mobile app.
  • Receive SMS or email notifications before tasks are due
A list of checklists for Lightspeed Tasks: 'Opening' and 'Clean'

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.

Task Management Settings page with one user tag: 'Staff'

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:

  1. Log in to Lightspeed Pulse with Back Office credentials.
  2. Click the triple bar icon to view your settings.
  3. Enable Switch to staff mode.
Lightspeed Pulse settings with 'Switch to staff mode' highlighted

What's next?

Using Lightspeed Tasks in Back Office

In the Back Office, you can create new checklists and view reporting for Lightspeed Tasks.

Learn more

Using Lightspeed Tasks in Lightspeed Pulse

In the Lightspeed Pulse app, staff can complete the checklists you set up for Lightspeed Tasks.

Learn more

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