Task Management: Getting Started with Tasks

What are Tasks?

• Tasks are assignments sent to your stores or team members to ensure important activities are completed on time.

• Whether it's a weekly cleaning checklist, a floor set, or submitting schedules, tasks help you manage retail operations consistently across all locations.

Accessing Tasks

When you log into your platform, tasks are one of the main features in your navigation menu. Click on Tasks to view all current, scheduled, and completed tasks.

When you open the Tasks section, you'll see several key areas:

Quick Navigation

• Published - Tasks that are currently active and visible to stores

• Scheduled - Tasks created but set to publish at a future date

• Templates - Saved task templates you can reuse

View Options:

The platform offers different ways to view your tasks:

• Calendar View - See tasks organized by date (default view)

• List View - View all tasks in a sortable table format

• Location View - Track completion metrics by store

• My Task View - View Tasks assigned to you

Filters:

Use filters to narrow down what you see:

• Tags - Filter by custom categories (customizable by your organization)

• Priority - See only high, medium, or low priority tasks

• Stores - View tasks for specific locations

• Creator - See only tasks you created

Understanding Task Status

Tasks can be in different states:

• Incomplete - Task is active but not yet completed

• Overdue - Task wasn't completed by the due date (unless set to expire)

• Submitted - Task has been submitted for approval (if approval is required)

• Approved - Task submission has been reviewed and approved

• Completed - Task is done (either marked complete or approved)

• Expired - Task reached its expiration time without completion