The Associate Tasks feature allows you to create tasks for your staff to complete. Tasks can be created for specific associates or left open for any associate to complete.
When creating a task, you can choose to have the associate automatically notified via text or email. You can also assign a priority as well as categorize it.
Tasks can be added from the main menu or from other record types. Tasks created from other record types will retain a link to all related records (e.g. item, repair, customer, etc.).
Utilize the Mass Task Wizard to easily create tasks based on specific criteria, such as recent customer purchases, service work, and more. And define Task Automation Rules to automatically generate tasks when trigger conditions are met.
Tasks are integrated with both the Store Calendar and Dashboards features.