How to Create a New Task

• Sign into the Back Office and select 'Tasks'

• Select 'Manage Tasks' from the side bar

• Click 'Add a New Task' button

• The below screen will then be displayed

• Enter a Description i.e. 'Clean counter'
  • Note: You can also add a link into the description of a task. The link will appear in blue and when clicked, the URL will open in a new browser
• Enter the 'Start Date' & 'Finish Date'
• Enter in a time you wish the task to be completed at
• Select the 'Task Type'
  • Personal Task - Allows you to assign a personal task.
    • This will display to the user who created the task.
  • Staff Role Task - Allows you to assign a task based on a staff role. i.e. General User/ Manager
    • This will display to everyone that is assigned to the specific role chosen when signed into the back office.
  • Staff Task - Allows you to assign a task to a specific member of staff.
    • This will be displayed to the staff member it is assigned to only once they sign in with their pin no.
  • Store Task - Allows you to assign a task to the store or an individual
    • This will display to everyone in the assigned store(s) when signed into the back office.
    • If assigned to an individual, the Task will be visible for all staff members in the store, but only the staff member it is assigned to can complete it.

• Select a Priority

  1. - Normal

  2. - High

  3. - Critical

• Tick the 'Schedule task to repeat' box if you want this task to be repeated.

• From here, you can then select the number of weeks to repeat the task & you can tick the days of the week it is to be repeated.

• Click .

• When a task(s) has been created, they will be displayed on the homepage as displayed below

How to mark a Task as Completed

• In the 'Today' tab, Using the tick box beside the task, tick this box and then click 'Completed'

Overdue Tasks

• Any task that has gone past the date & time it was due to be completed on/by will be displayed as shown below