This section is your complete guide to filling up any assigned process in Taqtics — whether you want to complete it in one go, save your progress midway, or submit it for a different date. You'll learn how to start a checklist, draft and resume it later, delete a draft if needed, and even submit for future or past dates (if allowed).
Start and submit process
Starting a process means beginning the checklist that’s been assigned to you. Once you’ve answered all questions, you can submit it directly.
Follow these steps:
- From the left menu, click on “Tasks”.
- You’ll see all assigned checklists under the Process tab.
- Use the search bar to find the checklist by name.
- Click on the checklist card to open it.
- Choose the store/location you’re filling it for.
- Click “Start” to begin answering the questions.
- Once done, tap “Submit” to complete the process.
Save and Continue, or Discard Your Draft
Sometimes you may start a process but need to pause. No worries — your progress can be saved and resumed later. You can also choose to discard your draft and begin fresh if needed.
Save and Continue Your Draft
- Start filling your assigned process.
- Instead of submitting, click Save to store your progress as a draft.
- Later, go to Tasks from the left-hand menu and click the same process.
- On the Process Details Page, under the In Progress section, click Continue to resume.
💡 Your draft syncs across mobile and web app — pick up from wherever you left off.
How to discard your saved draft:
- On the same Process Details Page, under the In Progress section, click Discard.
- A confirmation message will pop up. Click Yes to delete your saved draft.
- Now you’ll see the option to Start a fresh submission.
Submit a Process for a Different Date
Need to fill a checklist for tomorrow or backdate a missed one? You can do both using the Submit for Future or Past Dates setting.
- From the left-hand menu, go to Tasks.
- Find and click on the assigned process you want to fill.
- On the Process Details Page, tick the checkbox that says Submit for Future or Past Dates.
- A calendar will appear — select the date you want to submit the process for.
- Click Start, complete the form, and Submit like usual.
🔐 This option will only show if your Admin has enabled it in the process settings.