Step by step
- Open Task Manage > Todo.
- Press New (F3) to add a todo. Write the Task, choose one or more users in Assigned To, set the Priority (Low, Medium, High or Urgent), the Status (New, In-Progress, On-Hold or Completed) and the Due Date, add a Short Description if needed and press Save.
- Press Filter Options and narrow the list by Business, Priority, Status, From Date and To Date (the due date), then press Filter.
- Click Action on a row. View shows the todo, Edit changes it, Change Status moves it to another status and Delete removes it.
- Pdf and Print export the list.
Good to know
- Task, Assigned To, Priority, Status and Due Date are required.
- Only users of your own shop can be assigned. Each assigned user also sees the todo in My Tasks until it is Completed.
- Edit and Delete are shown only in the shop that made the todo, and each action needs its permission.
- A deleted todo is kept in the Recycle Bin.