Tasks are a feature that allows you to set up Tasks in the system for any jobs or work or recurring tasks that need to be done in the store. These can range from running reports every day or every week to reminders to send orders and tick off the task once it's complete.
Below you will find information on how to use the Tasks functionality.
The Tasks Module
To begin working with Tasks you will need to go to the Tasks module. You can access this by clicking the Tasks tile from the home screen:
The Tasks module is broken down into FOUR (4) sections:
- Today
- Next 7 Days
- Manage Tasks
- Completed Tasks
By Default you will be brought to the Today section when entering the Tasks module. For more info on each section, see below.
- Today
This will display:
- Every task that is due today
- The tasks due time
- The tasks type
- Next 7 Days
In this section you can view tasks due within the next 7 days. This will display:
- Every task that is due today
- The tasks due time
- The tasks type
- Manage Tasks
The Manage Tasks screen allows you to Add, View, Edit, and Delete Tasks. See the Manage Tasks section for more information on how to work with Tasks.
- Completed Tasks
In this section you can view a historical list of previous Tasks that have been completed.Depending on your staff permissions and whether you are part of a group of stores, you may see more or less records in this section.
Here you can see:
- The description of the task
- The date this task was due on
- The task type
- Who it was completed by
- When it was completed
Manage Tasks
The Manage Tasks screen allows you to Add, View, Edit, and Delete Tasks.
Depending on your staff permissions and whether you are part of a group of stores, you may see more or less records on the Manage Tasks screen.
- Add a New Task
To create a task:
- Click the Manage Tasks tab from the left-hand menu
You will now see the Manage Tasks screen. From here we can view, amend and delete existing Tasks and also Add a New Task.
To add a New Task:
- Click Add a New Task
- You will be brought to the Add Task screen
- Enter the Name / Description of the task e.g Send Monthly Claim
- Enter the Start Date and Task Due Time
- Select the Task Type:
- Personal Task - is this a personal task you are assigning to yourself
- Staff Task - this task will only be visible to the selected staff members
- Store Task - this task will be visible to all staff within the store you have selected
- If you have chosen a Staff Task as the Task Type you will then see a Staff Members field with a dropdown where you can choose one or more Staff Members within the store to assign the Task to.
- If you have chosen a Store Task as the Task Type you will then see a Stores field with a dropdown where you can choose one or more Stores within your group to assign the Task to.
- If you would like for this Task to repeat, then tick the box labelled Schedule task to repeat
- If you have ticked Schedule task to repeat then you will see some additional fields to allow to choose when and how often the task repeats
- Repeat Weeks tells the system how often (in weeks) you would like the task to repeat e.g. every week = 1, every two weeks = 2 etc...
- The M/T/W/T/F/S/S tickboxes allow you to tell the system on what days you would like the task to repeat e.g. ticking M, W, and F will have the task repeat on Mondays, Wednesdays and Fridays.
- If you want the task to be completed daily, then tick all relevant days
- Finish Date allows you to tell the system when you would like the repeating of the task to end. After this date, the task will no longer repeat. If you want the task to repeat indefinitely please leave this blank
- Edit a Task
If you wish to make changes to a Task, on the Manage Tasks screen you can use the pencil icon beside the Task you wish to edit.
Depending on your staff settings you may not have permission to make changes to an existing Task.
When editing a Task you can make changes to it in the exact same way as when Adding a New Task so please consult the Add a New Task section for more details.
Once you are happy with your changes, simply click Save Details
- Delete a Task
If you wish to make changes to a Task, on the Manage Tasks screen you can use the pencil icon beside the Task you wish to delete.
Depending on your staff settings you may not have permission to make changes to an existing Task.
N.B. Deleted Tasks will not show up in the Completed section. Once Deleted, Tasks are no longer visible.
- View the Stores / Staff assigned to a Task
In order to view what Stores or Staff are assigned to a particular Task, on the Manage Tasks screen, you will see a column labelled Assignee.
For each Task, depending on whether it is assigned to Stores or Staff Members you will see a link in blue that says 2 store(s) or 1 staff.
Clicking this link will pop up a small window showing you the list of who the Task is assigned to.
