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. There a long description is cut to two lines; tap Show more to read it all. Web addresses in a description are tappable.

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). For an announcement that should show right away, leave the date empty: an undated task sits under Today until it is ticked and never goes overdue. A task dated next week waits under Later and only reaches the dashboard in its own week.
• 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.
• Link training: point the task at a published training deck, for example the how-to film for a new feature. The task gets a Watch button that opens the film and its steps right on the dashboard (a deck without a film opens in Learn). A task with training linked shows any attachment as a small link instead of a picture, so Watch is the one thing to tap. See SOPs: a film and written steps.

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.

Tasks from other modules

Some tasks are made for you: a customer request (see Customer requests) puts a task on the building store's list. These rows show an Open button instead of a tick, and sit under Today from the day they arrive with their due date on the row. Open the request and press Mark ready there; that completes the task, posts the invoice and tells the customer in one go. Such a task is not edited, paused or deleted from Tasks: cancel the request instead.

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.