Finding and Editing Tasks


Find Tasks allows you to look up, edit, and complete tasks.  

To use it:

  1. Click Associate > Tasks > Find.  The Find Tasks window will appear.

     
  2. You can filter by the following criteria:
     

    Due Date

    Date the task is set to be due.

    Associate

    Associate the task is assigned to.  You can select multiple.

    Priority

    The priority level of the task.

    Status

    The current status of the task.

    Category

    The category or type of task.

    Store

    The store the task was created in.

  3. Enter desired criteria and click Find.  A list of matching tasks will appear.    

     
  4. To edit a task, double click it or select it in the list and click the Edit button.

     
  5. To complete a task, click the Complete icon in the top left or set the Status drop-down to Complete.
  6. Make any desired changes, then click the Save / Close button.

 

Updated on Tue, 16 May 2023 by Angela Chiaravalle

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