Create a One-off Task

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At a glance

One-off tasks are single-person, single-due-date assignments for things that do not warrant building a full checklist. Assign one to a team member with a task type, a due date, and your chosen format (checkmark, photo, signature, etc.), then track completion from the One-off Tasks view.

Before you start

1. You need a role with the Create Checklists permission (or an equivalent per your Customization Rubric). Same permission that covers regular checklist creation also covers one-off tasks.
2. Know the team member the task is for and when it needs to be done. One-off tasks are assigned to a single person, not to a section or a position.
3. Decide what proof of completion you want. The task type you choose determines what the assignee does to complete it. Task types match the full checklist task list (Checkmark, Number, Slider, Dropdown, Short Answer, Long Answer, Signature, Photo, Multiple Phase).
4. Estimated time: under one minute per task.

Steps

1. Select Checklists from the left navigation menu.
2. Press One-off Tasks in the Checklists menu.

3. Fill in the Create One-Off Task form:

4. Task Name. Short, specific description of what you want done. Example: "Photograph the walk-in cooler thermometer."

5. Task Type. Pick the completion format. Checkmark works for simple yes-or-no done flags; Photo requires the assignee to upload an image; Signature requires a drawn or typed signature; Short Answer and Long Answer collect text; Number and Slider collect numeric values; Dropdown collects a selection; Multiple Phase chains several sub-tasks together.
6. Due Date. When the task must be completed by. Past due dates will cause the task to appear as Overdue once the date passes.
7. Select Employee. Pick the single team member this task is for.
8. Press Create.
9. You should now see the task appear in the One-off Tasks view, sorted into the appropriate category (Incomplete, since it is fresh).

Video

Video coming soon.

Common gotchas

I do not see One-off Tasks in the Checklists menu.

The button is in the Checklists screen, not in the main left navigation. Open Checklists first, then look for the One-off Tasks button in the top row of the Checklists page (alongside Manage Checklists and Auto Schedule).

I want to assign a one-off task to multiple people.

One-off tasks are single-assignee by design. If you need several team members to complete the same task, create a regular checklist and assign team members by section, or create multiple one-off tasks (one per assignee).

The team member I want is not in the Select Employee dropdown.

Only active team members appear. Check that the team member has a current shift in HotSchedules or is set to Longterm Employee, and that their account is not archived.

I picked the wrong task type and pressed Create.

Open the One-off Tasks view, find the task in Incomplete, and edit it. You can change the task type, due date, assignee, or task name after creation, as long as it has not been completed yet.

The due date I set is in the past and the task went straight to Overdue.

That is expected. Overdue sorts any task past its due date there regardless of when it was created. Edit the task to move the due date forward if the original was wrong.

I want the task to repeat every week, not happen just once.

One-off tasks are single-shot by design. For recurring work, create a regular checklist with a Repeat Rule (Daily, Weekly, Monthly, or Persistent). See Create a Checklist.

The assignee completed the task but I do not see a name stamp.

If your store uses the Service Account and has disabled PIN usage, completions show as Anonymous. If the team member logged in with their own PIN or account, their name appears on the completion. Same rule that applies to regular checklists.

I need to cancel a task I created by mistake.

Open One-off Tasks, find the task in Incomplete or Overdue, and delete it. Deletion removes the task entirely; there is no "recall" that leaves an audit trail.

Related articles

1. Create a Checklist (How-To Guides). Use this for recurring work.
2. Understand Checklist Structure (Reference). Task types described here apply to one-off tasks as well.
3. Review a Completed Checklist (How-To Guides). Companion review workflow for recurring checklists.
4. Restrict a Checklist to Leaders Only (How-To Guides). Different scoping mechanism; leader-only applies to recurring checklists, not one-off tasks.
5. Request a Permission Change (How-To Guides). Use this if you need Create Checklists permission and do not have it.

Still stuck

If the One-off Tasks button is missing, the form is not saving, or a completed task is not moving to Completed, submit a support ticket and include:

1. Your store number.
2. The team member the task was assigned to.
3. A screenshot of the One-off Tasks view and the specific task.
4. What you expected versus what happened.

Support typically responds within one business day.

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Pre-publish checklist status

11 0fe50290-d292-40d8-893d-ed6a4661e4f4 complete Seven sections filled.

12 e6b1ff86-0d56-4b5b-aeb5-0795ca3c754a complete Final step is a confirmation step.

13 c2a943a7-4b89-4f39-b34f-7b59fc689eaa complete No em dashes, no hedge words, permission-based role references.

14 7b5062ed-d0f8-49f5-aa78-c783d9f5b314 complete No real identifying data.

15 e534c21e-3110-446c-bbf4-a0132f6900c8 incomplete UI verified against Production.

16 6505a24c-8dec-4b2a-82c1-7a8fd08c7b97 incomplete VERIFY block on exact Create Checklists vs separate One-off Task permission behavior.

17 717fa468-d6b4-459d-aace-f6251fd69e7b incomplete Screenshots at decision points (Step 2: One-off Tasks button in Checklists menu; Step 3: Create One-Off Task form with all four fields; Step 5: One-off Tasks view with task sorted into Incomplete).

18 53662419-c4be-435a-8322-4101428e318c incomplete Related article links activated.

19 a24fd1e8-df16-42ab-9054-a2dc7c68dadf incomplete Primary search term tested (likely "one-off task," "one off task," "assign task").

20 aecb6759-9336-4d07-97ae-cfe36aceeb3b incomplete Reviewed by Jared and Kevin.

Source

Existing kb.oneclickapp.com One-off Tasks article uploaded to KBRW Turn 26 (April 24, 2026). The three-category sort (Overdue Tasks, Incomplete Tasks, Completed Tasks) and the four form fields (Task Name, Task Type, Due Date, Select Employee) come directly from the source. Task type list drawn from the parent Checklists article, since both surfaces share the same task type library.