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View task

If the merchandiser completed the visit and completed the task, check its results.

In the Tasks section, click on the task card. If there are many tasks, use filters.

Task status

Each manually created task has a status. It is displayed in the list of the Tasks section or inside the task itself.

  • Open — the task has been created and is waiting to be executed;
  • Done — the employee completed the task;
  • Won't be complete — an employee in the store indicated that he could not complete the task;
  • In work — the employee started the task;
  • Closed — task checked and closed.

Task history

All actions that occur on a task are recorded in the system. They can be viewed in the task card.

In the Tasks section, click on the task card. If there are many tasks, use filters.

The History shows who, when and what changes were made to the task.

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