Add/Delete task

On the portal, you can create a task for an outlet or several stores at once. When making a visit to the store, the employee will see the task and will have to complete it.

Note

A task can be created, configured, and deleted only by an employee with administrative rights on the portal.

1. In the Tasks section, click Create .
2. Fill in the Title and Description of the task.
3. Attach a photo.
4. Fill in:
   • Date interval — the period when the task will be active in visits. Specified if the task is reusable;
   • Execution date — by what date must be completed;
   • Category - enter manually or select a category from the list, for example «Coffee»;
   • Type - merchandiser or audit.

5. Specify a “parent task” if you want to set the order in which tasks will be executed. To do this, click + Add, select a task in the menu, and clicking add will indicate it as the parent task for the current one.

6. Add questionnaires. To do this, click Add, check the questionnaires and select Add .

7. In the same way, specify the stores for which the task is performed.

8. Adjust the settings. To do this, toggle the settings toggle switch.

   Show list of settings

   • Required — prohibits ending the visit in the application if the task is not completed.
   • Enable photo — enables the ability to take photos in the task.
   • Photo required — prohibits completing the visit if no photos have been taken in the task.
   • Enable panorama — includes photo stitching. Duplicate items will be identified in the photo.
   • One-time — the task is executed only once. When the first result arrives, the task will be removed from the master data.
   • Disable recognition — disables recognition of products in the photo in the task.
   • Allow clone — allows cloning tasks in the application.
   • Enable photo crop — allows you to select areas on the photo in which you want to recognize products.
   • On demand — includes the ability to add a task to the store task list.
   • Enable Product List - enables the Product List tab for tasks in the application.
   • Enable Manual Barcode Entry - enables the application to use manual barcode entry for the task.
   • Default - when enabled, the task is automatically added to all stores, including stores that will be created in the future.
   • Enable Task Confirmation - enables a questionnaire with manual confirmation of the task.
   • Enable Barcode Scanner - enables the application to use a barcode scanner.
   • Enable Barcode Confirmation - enables confirmation of the entered barcode for the task.
   • Enable results — adds a «Results» tab for a task in the application.

9. Click Save .

The task will appear on the portal. Check after the visit is over.

If the task was created by mistake or is no longer required, delete it.

On a side note

In the app, you can add tasks by cloning, via "+"

Edit task

Note

You can change the settings only in tasks for which no responses have yet been received from employees.

Find and open the task you want to edit. If it's a list of tasks, use filters.

Edit fields

1. Move the cursor over the field and press .
2. Edit the data and click .

Add/remove photos, questionnaires, stores

To add new photos, click Add and select a file from your computer.

To change the list of questionnaires or stores, click Add . Flag the cards and click Add .

To delete unnecessary photos, questionnaires or stores, hover over them, click and confirm the action.

Delete task

If the task was created by mistake and there are no visit results for it yet, you can delete it.

1. In the Tasks section, click on the card of the task you want to delete.
2. Click Delete task and confirm the action.

If you have any questions or problems, please contact support.