Tasks & to-dos

Tasks gives the floor a clear answer to “what do I do today?”: recurring checklists like fronting shelves or cleaning floors, plus one-off jobs you push out (put up new signage, run a planogram, place a special warehouse order).

One list, today first

The page is an agenda: anything overdue in red at the top, then today, then this week and later, so you also see what's coming, not just what's burning. Tap a task to mark it done; tap again to reopen it. Because a store shares one till login, a task is one checkbox for the whole store; whoever does it ticks it off. The same checklist lives right on your dashboard, so the day's tasks can be completed without leaving the page you land on.

Managers see the same page, but each store task collapses to a single card with progress (“3/7 stores”); open it to see the task store by store, with who completed it, when, the photo if one was required, and each store's typed answer if you asked a question. You can also mark a store's task done from there if you're standing in the store yourself (unless it needs a photo or a written answer, which the store supplies from its own list).

Creating a task

Everyone can add a task with the New task button. A store login's task simply goes on its own store's list, no targeting to think about. Admins and anyone in Purchasing or Marketing get the full form and choose:

• Who does it: all stores, a chosen few, or one person.
• When: one-off with a due date, every day, or weekly: either on specific weekdays, or any day that week (it sits under This week until someone does it).
• Photo proof: require a photo on completion when you want to see it was actually done.
• Written answer: when the task is really a question (“how many of X are in the back?”, “is the promo endcap up?”), require an answer. Each store types a reply to complete the task, and you read every store's answer on the task, instead of chasing replies by email or chat.
• Attachment: add a flyer or notice (image or PDF), handy when the task is really an announcement, like an upcoming sale the floor should read. It shows as a thumbnail on the task that you tap to open, and as a full preview on the task's own page.

Tasks appear on the floor immediately. Recurring ones reset each morning: a fresh copy is created and yesterday's unfinished ones are closed out as skipped (still visible in the task's history), so every day starts with a clean list. One-off tasks don't expire; they stay overdue until done.

Recurring schedules

At the bottom of the page, Recurring schedules lists the repeating rules behind the daily and weekly items: edit, pause, or delete them there. Managers see every schedule in the company; everyone else sees the ones they created, so a recurring task you add shows up right away to manage even before its first copy appears on the floor. Pausing stops a recurring task from spawning without losing its history.

If you create a task, you can always edit or delete it, whether it recurs or is a one-off. One-off tasks aren't listed under Recurring schedules: they live in the list itself; open one to edit or delete it.