Creating Tasks

There are several ways to create tasks in FastQuery. Pick whichever method works best for your situation.

From the Mobile App

1. Open the Tasks tab
2. Tap the + button
3. Fill in the task details:
   • Title — A short, clear description of the work
   • Description — Additional details or instructions (supports markdown formatting)
   • Assignees — One or more team members
   • Priority — High, Medium, or Low
   • Due date — When the task should be completed
   • Attachments — Photos or files
   • Checklists — Break the task into steps
4. Tap Create

Using the AI Assistant

You can ask FastQuery’s AI to create tasks for you — by voice or text from the chat screen. Just say something like:

• “Create a task to restock aisle 5”
• “Make a task for the team to check the paint display”
• “I need someone to clean up the lumber section”

The AI will draft the task with a title, description, and suggested details. Review it, make any changes you’d like, and approve it to create the task.

From the Web App

1. Click Create Task from the task management screen
2. Fill in the same details as above
3. Click Create

From Inventory

When you spot products that need attention in the inventory grid:

1. Apply filters in the inventory grid (web app) to narrow down the products
2. Click Create Tasks in the toolbar
3. FastQuery generates tasks for the filtered products, split by store and pre-filled with the relevant product details

This is a quick way to turn inventory issues into actionable work.

Via Email

If your admin has configured email task creation, you can send an email to a designated address to create tasks. The email subject becomes the task title and the body becomes the description. Check with your admin to see if this is set up for your store.

Automatic Task Creation

Some integrations can create tasks automatically when they detect issues:

• Zippedi shelf scanning — When shelf-scanning robots find out-of-stock or misplaced items, tasks are created automatically
• Other integrations — Your admin may configure additional automatic task sources