Tasks, AI search and new dashboard

We’ve rolled out some big improvements across the platform to help your teams move faster and stay in the know. Tasks are now easier to manage with better filters, a centralised view, and the option to export to CSV.

We’ve also introduced smarter permissions and boosted news and articles search with AI-powered results. Plus, admin users now have a handy dashboard to help stay on top of what’s happening — and what needs tidying up.

Making tasks simpler and smarter

We’re starting a series of updates to make creating and tracking tasks more intuitive and efficient across the platform.

Improved task display

Tasks are now easier to view and manage, with a centralised display that brings all tasks into one place.

Smarter filters

New filter options help you quickly find and organise tasks based on what you need. You can now filter tasks by review type too, making things even more flexible.

CSV export

Need to dive deeper into task data? You can now export tasks to a CSV file and analyse the

A new re-assign permission for checklists & observations

Previously, the ability to re-assign in-progress checklists or observations was bundled with full admin access. We’ve now separated this out. You can now give user roles the permission to re-assign a review without needing to give them admin access. This is useful if you want one team member to start a review, then another to finish it. 

Smarter search to help you find what you need, faster

Admin dashboard

For admin users, there’s a new dashboard when you login to help you stay on top of what matters — from your content to your users.

Spot inactive admin accounts

You’ll see the five admin accounts that haven’t logged in for the longest time. It’s a quick way to tidy things up and deactivate old accounts, helping reduce your security risk.

Keep your content fresh

Older news or alerts can stick around longer than they should. We’ll highlight the ones that look out of date so you can archive or refresh them. For articles, you’ll see the oldest ones first — just review or update them to remove them from the list.

Get a clear view of what’s happening

Your dashboard also gives you a quick snapshot of recent activity: published or updated content like Review templates, internal comms, articles and alerts. Plus, a look ahead at what’s scheduled to go live soon.

Smarter location imports and PDF inspection exports

This month, we’ve been focused on making things quicker and easier — so you can spend less time on admin and more time doing what matters.

You can now update your locations via import, perfect for keeping everything accurate without the manual hassle. Exporting Review data as a PDF is just as smooth, making it easier to share insights with the wider team.

Location imports & updates

You can now update existing locations when importing using a unique identifier — making location management much quicker. Whether it’s a change in region, location type, or address, imports have got you covered.

We’ve also added a history log, so you can see exactly when an import was run, who ran it, and how many locations were successfully uploaded.

PDF exports now available on the web

You can now export completed reviews as PDFs directly from the web, just like you can in the app.

Clear out old draft courses

Got any courses stuck in draft? You can now delete them, helping to keep your content clean and current.

Task emails and offline content

Here’s what’s new this month in Ocasta — from smarter insights, better offline access, and longer, more meaningful kudos messages.

New insight type: Date & time

We’ve added a new insight type to your checklists and observations — Date & Time. You can now capture either a full timestamp or just the date, with the option to auto-fill the current value or enter it manually.

Email notifications for task assignments

You asked, we listened. Task assignees will now get an email for each task assigned when a checklist or observatoins is submitted — making it easier to stay updated when you have tasks to deal with.

Want to enable these for your team? They’re off by default, so drop us a line at support@ocasta.com and we’ll switch them on.

See checklists & observations offline

Your completed checklists and observations and search results are now accessible offline — great for when you’re on the move. Just make sure they’re loaded while you’re online, and they’ll stay available until you log out.

Better international support on the web

Our analytics reports now support even more languages — including Arabic, French, Spanish, Icelandic, and Swedish.

Location import improvements

We’ve made location identifiers more prominent, and required, when creating locations. These unique IDs will power faster, smarter imports in upcoming releases.

Longer kudos messages

Now you’ve got up to 1,000 characters to celebrate your colleagues — enough space to say more than just “great job.”

Clearer CSV export names

Exported CSV files now have more useful, descriptive names, making it easier to find what you’ve downloaded.

Languages and branding tweaks

We’ve just released a set of updates to make Ocasta more flexible, accessible, and on-brand for your teams.

🌍 Multiple language support in Ocasta

Most features in Ocasta’s checklists and observations on the web now support multiple languages, including English (UK & US), Arabic, French, Spanish, Icelandic, and Swedish. This update brings the web experience in line with our apps.

🔗 Start a checklist or observation from a URL

You can now share a direct URL that takes people straight to the subject selector for a specific template. Perfect for scheduling things that need to be done on a particular day — for example, from within the Ocasta Calendar. 

🎈Custom colour palettes

You can now set preset brand colours for articles, dash tiles, and checklist templates. These will appear at the top of the colour palette, so your team can stay on-brand without needing to enter hex codes each time.

🤘 Hexcellent!

Hand out bulk rewards, animated kudos, and course sharing

Zoom in on tasks 🔎

You can now zoom in on images when viewing your assigned tasks in Ocasta. For example, this might help you to check product displays or identify defects and damages in greater detail.

Seamlessly switch between Ocasta apps 🔄

For our customers who are lucky enough to use both Ocasta Review and Ocasta Engage, you can now easily switch between the two apps, and your other team apps, by tapping the squares icon in the top left corner of the navigation bar whilst using the apps.

Bulk handout rewards 🏆

If you use Ocasta for your rewards, you can now bulk upload a batch of rewards to hand out to your team. Perfect for sales incentives and larger scale campaigns.

Animated PNGs in Kudos ✨

Kudos images no longer have to be just static. Ocasta now supports Animated PNGs, celebrating achievements with eye-catching animations.

Share a course with your employees 📢

You can now easily share course links in Ocasta. Whether you’re a manager directing your team to training materials or simply want to recommend a course to a colleague, use the new share icon to send links via email, Teams, WhatsApp, or any other preferred method.

More granular permissions, PDF export, and bulk upload of recognition

Regional roaming

We’re introducing a new roaming permission tied to user roles, offering more flexibility and control over the locations users can view in Ocasta.

Previously, access was managed per user with the Can Roam flag. This approach was limiting as it was all-or-nothing and required manually controlling access for each user profile.

The new role-based permissions allow for more granular roaming options with the three following options:

• None – Roam within their Location – Users can perform/view checklists and see analytics for their own location and users within their location.
• Region – Roam within their Region – Users can perform/view checklists and see analytics for all locations and users within their region and any sub-regions.
• Everywhere – View All Locations – Users can perform/view checklists and see analytics for all locations and users.

Regional Roam is perfect for your area managers who only need to see their regions. Just make sure they belong to a location in their main region to get going.

PDF export for checklists and observations

You can now generate and share a PDF of a completed checklist or observation directly from the app. Tap the Document icon when viewing a checklist and a preview of the PDF will open ready to be shared.

It’ll share a branded document complete with large photos and details of your checklist.

🇺🇸 Display dates in localised formats

Dates, for example when a checklist was completed, and on the Analytics page on the web will now follow your device’s location settings.

Bulk upload Kudos with CSV

Sending Kudos to a whole team is now even easier! Our Bulk Send Kudos feature has always allowed users with the right permissions to send kudos to multiple people at once.

Now, we’ve added a new option, Bulk Upload, so instead of manually entering individual usernames, you can now upload a CSV file with a list of usernames.

Perfect for exporting sales data, new starters, or metrics from other systems and then recognising top performers.

Hide certain Kudos type from the hall of fame

If you are worried about cluttering the Hall of Fame when sending Kudos in bulk, we’ve introduced an option to create Kudos that don’t appear in the Hall of Fame. This gives you full control over Kudos visibility when sending them in bulk.

Kudos reporting for team leaders

We’re excited to introduce Kudos Reporting for users with roam permissions (those who can view multiple locations)! 🎉

Team and regional leaders can now access a Kudos Report directly in the Hall of Fame on the web. This new report allows you to:

• Select a region or specific location to view Kudos handed out within a chosen time period.
• Export Kudos data as a CSV file for easy analysis in your preferred analytics tool.

Why is this useful?
This update is perfect for team or regional leaders who want to self-serve reporting and gain insights without needing to request data from head office.

Start exploring Kudos Reporting today to support your leaders with the tools they need to celebrate success and drive team engagement!

News Pulse gives detailed insights on your comms launch impact

Want to know how well your latest news posts are performing? Looking for better data to help you make the most of your content?

With News Pulse, you can get clear insights into how your news posts are being read, helping you time your posts perfectly for maximum engagement.

Here’s what you can do with news pulse:

• See total unique reads
  Instantly view the total number of unique reads for any news post since it was published. Now you’ll know exactly how much attention each post is getting.
• Spot trends with clear visual graphs
  Track readership patterns with a simple graph that shows how many people are reading your posts in 15-minute or 1-hour intervals. This lets you see when your audience is most active, so you can plan your posts for the times that matter most.

Why use News Pulse?

• Make better decisions
  With clear insights on when and how often your posts are being read, you can fine-tune your content strategy and stop guessing about what works best.
• Post at the right time
  Knowing your audience’s peak reading times means you can post when they’re most likely to engage. It’s all about getting your content in front of the right people at the right time.

How to access news pulse:

1. Head to the ‘Manage’ page on the web.
2. Go to the ‘News Content’ reporting section.
3. Select ‘News Pulse’ to see your post performance and readership trends.

Take control of your news posts with News Pulse

News Pulse provides powerful insights, helping you fine-tune your content strategy more easily. By understanding exactly how and when your audience engages, you can increase your engagement rates and prove the impact of your communications.