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How to set up a new monitoring task from scratch?

With our flexible task builder, you can digitalise any kind of monitoring task.

Please note!

  • This feature is available only on a desktop. It means you cannot set up your monitoring tasks in our app solution.
  • App the best solution for your team to monitor daily tasks. Download it for your Apple iOS or Android devices and on your tablet.

To start setting up a new monitoring task, follow these steps:

  • Go to Setup -> Monitoring checks -> Add task
  • Name your task
  • Choose whether you want to create a form or a checklist
Screenshot 2023-01-20 at 12.02.03

What's the difference between a form and a checklist?


  • Form can have different inputs like choosing a product, temperature, date, etc.  
        Here is one example for you:
IMG_BFF067A8C5F1-1

  • Checklists consist of written tasks that users can mark done.

          Here is one example for you:

IMG_10A3B0ECCC97-1

For further instructions, please follow our Knowledge Base articles: