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Create task

In the mobile application, you can create a task for the store. During a visit to the store, the employee will see the task and will have to complete it.

Note

You can create, check, or delete task only in supervisor mode.

  1. Go to the « Stores» section and open the store card.

  1. Click and select «Create Task».

  1. Fill in:
    • Deadline — when the task should be completed;
    • Name — the name of the task to be displayed in the visit;
    • Group — select a product category from the list, for example «Coffee»;
    • Description — brief explanation of the task, what the employee needs to do.
  2. If the task is required, tap the switch .
  3. To add an image to the task, click « Add photo». Select a photo from the gallery or take a picture.
  4. Click «Create task».

Note

You can also create a task in the « Team» section in the visit. Click on the store card and select «Create Task».

The task will appear on the next visit to the store.

If a task was created incorrectly or is no longer required, delete it.

If you have any questions, or experience any issues, please contact our technical support team.