Regular tasks
To save time on recreating routine tasks, the "Regular Tasks" feature has been added.
The functionality is available on the "Task" page under the "Regular" tab.
A regular task is a specific task template with configured recurrence parameters and other details, allowing new similar tasks to be automatically created.
To create a regular task, tap the button in the lower right corner of the screen:
Creating a “Regular Task” consists of 6 steps:
Title and description;
Setting the recurrence;
Selecting stores;
Attaching products or configuring filters to form a selection of problematic blocks, categories, or brands;
Assigning executors and оbservers ;
Adding checklists to the main task and sub-tasks for the stores (optional).
Changes are saved after each tap on the Next button.
On the 1st step, fill in the following fields:
Task title;
Description;
Attachments (file or image);
Required photo report or not;
Task priority.
Step 2. On the "Task Schedule" page, specify:
Start — the date when the first task is created;
Frequency — repeating the task by months, days of the month, days of the week, or daily;
Time of creation;
Deadline — allows setting the task completion deadline: number of days and time;
Note! If the number of days is zero and the Specify time field is not selected, the task must be completed within the day.
Stop Creating — allows selecting a date to stop creating tasks with the set recurrence.
Note! If the stop date falls within the task creation recurrence, the task will still be created on that date.
Step 3 is for selecting stores.
Note! For each store, a sub-task will be created in the main task.
In the header of the page, Search and filter buttons by Labels or Store Groups are available.
Step 4 allows you to select products to add to the task for checking. By default, a list of all products from the selected stores is displayed.
Note! You can create a task without products by tapping the Without products button.
Search finds products by name, identifier, or you can use a barcode scanner.
The filter at the top of the page allows changing the product selection:
by problem blocks (products for re-inventory, negative balances, etc.);
by categories;
by brands.
Note! When selecting a problem block, you can additionally filter products by category and brand.
To select all products from a block, activate the checkbox All at the top of the page.
To attach a product to the task, swipe it left, and to remove it — swipe the product right.
"Products by selected filters" — each new task created according to the schedule will automatically include all products that, at the time of its creation, are in the selected block, category, or brand. To do this, set up filtering and select the All checkbox. When changing stores, the filtering and tap on the All checkbox for the product list are preserved.
"With selected products" — the task will include the same SKU selection. When changing stores, the manually selected product list resets.
Note! If after applying the filter there are no products in the selected blocks/categories/brands, after tapping the Next button, you need to choose to create a task "With products by selected filters" or "Without products".
Step 5 is for selecting executors.
Options available:
Choose a separate executor for each store;
Set the same role for all stores.
To set the same role for all stores in the task, tap the Set executor(s) role button.
Note! If only one user has access to the store, they are automatically assigned as the task executor for that store.
On the "Select Executor" page, filtering options for store cards where executors are set or not set have been added.
Store cards now have color indicators:
A green strip — indicates that the executor has been assigned;
A red strip — indicates that the executor has not been assigned.
Observers — users with viewing access to the task only.
To add оbservers, tap the corresponding button in the header of the page:
The list of оbservers includes users who:
Have access to all attached stores;
Are not the task author;
Are not chosen as task executors.
Note! If an observer is selected as an executor, they will disappear from the оbservers list.
Step 6 is for attaching checklists to the task. The process of editing a checklist is described in the article linked.
After tapping Create new task template, the task is displayed in the "Regular" tab.
By default, the status of such a task and its sub-tasks is Created. When the date in the "Stop creation" block occurs, the template status changes to Completed.
If the creation of a regular task template is incomplete, it is saved with the status Draft and is only available for viewing by the author.
After completing all the steps, the task is displayed on the “Regular” page with the status Created.
After a double tap on the task card, you can view its details:
Task title and description;
Priority;
Frequency task period;
Time to complete;
Products or selected problem product blocks, categories, or brands;
Stores.
The three-dot menu on a small regular task card (available only to its author) allows selecting the following options:
Edit — allows changing the regular task settings;
Note! Changes will only apply to new tasks created according to the set recurrence;
Copy — copies all task settings;
Observers — displays a list of users who can view the task;
Delete — deletes the task.
Note! All tasks that were already created according to the schedule will remain available.
For the Draft status, the only available option is Delete. Double-tapping on a Draft card opens it for further creation.
When the date and time from the “Start/Recurrence” block occur, a new task is created according to the schedule and becomes available to all involved participants in the following tabs:
My tasks — for executors;
Assigned — for the task author;
Follow — for оbservers.
Each new task created according to the schedule is a separate one-time task, and the small task card has an icon:
The three-dot menu on the small task card is available to all users who have access to the task (author, executors, оbservers).
Edit — allows changing the selected task settings;
Repeat — allows transitioning to create a regular task;
Copy — copies the selected task as a one-time task;
Observers — displays a list of users who can view the task;
Delete — deletes the selected task.
The process of editing a task is described in the article linked.
The functionality is available on the "Task" page under the "Regular" tab.
A regular task is a specific task template with configured recurrence parameters and other details, allowing new similar tasks to be automatically created.
To create a regular task, tap the button in the lower right corner of the screen:
Creating a “Regular Task” consists of 6 steps:
Title and description;
Setting the recurrence;
Selecting stores;
Attaching products or configuring filters to form a selection of problematic blocks, categories, or brands;
Assigning executors and оbservers ;
Adding checklists to the main task and sub-tasks for the stores (optional).
Changes are saved after each tap on the Next button.
On the 1st step, fill in the following fields:
Task title;
Description;
Attachments (file or image);
Required photo report or not;
Task priority.
Step 2. On the "Task Schedule" page, specify:
Start — the date when the first task is created;
Frequency — repeating the task by months, days of the month, days of the week, or daily;
Time of creation;
Deadline — allows setting the task completion deadline: number of days and time;
Note! If the number of days is zero and the Specify time field is not selected, the task must be completed within the day.
Stop Creating — allows selecting a date to stop creating tasks with the set recurrence.
Note! If the stop date falls within the task creation recurrence, the task will still be created on that date.
Step 3 is for selecting stores.
Note! For each store, a sub-task will be created in the main task.
In the header of the page, Search and filter buttons by Labels or Store Groups are available.
Step 4 allows you to select products to add to the task for checking. By default, a list of all products from the selected stores is displayed.
Note! You can create a task without products by tapping the Without products button.
Search finds products by name, identifier, or you can use a barcode scanner.
The filter at the top of the page allows changing the product selection:
by problem blocks (products for re-inventory, negative balances, etc.);
by categories;
by brands.
Note! When selecting a problem block, you can additionally filter products by category and brand.
To select all products from a block, activate the checkbox All at the top of the page.
To attach a product to the task, swipe it left, and to remove it — swipe the product right.
"Products by selected filters" — each new task created according to the schedule will automatically include all products that, at the time of its creation, are in the selected block, category, or brand. To do this, set up filtering and select the All checkbox. When changing stores, the filtering and tap on the All checkbox for the product list are preserved.
"With selected products" — the task will include the same SKU selection. When changing stores, the manually selected product list resets.
Note! If after applying the filter there are no products in the selected blocks/categories/brands, after tapping the Next button, you need to choose to create a task "With products by selected filters" or "Without products".
Step 5 is for selecting executors.
Options available:
Choose a separate executor for each store;
Set the same role for all stores.
To set the same role for all stores in the task, tap the Set executor(s) role button.
Note! If only one user has access to the store, they are automatically assigned as the task executor for that store.
On the "Select Executor" page, filtering options for store cards where executors are set or not set have been added.
Store cards now have color indicators:
A green strip — indicates that the executor has been assigned;
A red strip — indicates that the executor has not been assigned.
Observers — users with viewing access to the task only.
To add оbservers, tap the corresponding button in the header of the page:
The list of оbservers includes users who:
Have access to all attached stores;
Are not the task author;
Are not chosen as task executors.
Note! If an observer is selected as an executor, they will disappear from the оbservers list.
Step 6 is for attaching checklists to the task. The process of editing a checklist is described in the article linked.
After tapping Create new task template, the task is displayed in the "Regular" tab.
By default, the status of such a task and its sub-tasks is Created. When the date in the "Stop creation" block occurs, the template status changes to Completed.
If the creation of a regular task template is incomplete, it is saved with the status Draft and is only available for viewing by the author.
After completing all the steps, the task is displayed on the “Regular” page with the status Created.
After a double tap on the task card, you can view its details:
Task title and description;
Priority;
Frequency task period;
Time to complete;
Products or selected problem product blocks, categories, or brands;
Stores.
The three-dot menu on a small regular task card (available only to its author) allows selecting the following options:
Edit — allows changing the regular task settings;
Note! Changes will only apply to new tasks created according to the set recurrence;
Copy — copies all task settings;
Observers — displays a list of users who can view the task;
Delete — deletes the task.
Note! All tasks that were already created according to the schedule will remain available.
For the Draft status, the only available option is Delete. Double-tapping on a Draft card opens it for further creation.
When the date and time from the “Start/Recurrence” block occur, a new task is created according to the schedule and becomes available to all involved participants in the following tabs:
My tasks — for executors;
Assigned — for the task author;
Follow — for оbservers.
Each new task created according to the schedule is a separate one-time task, and the small task card has an icon:
The three-dot menu on the small task card is available to all users who have access to the task (author, executors, оbservers).
Edit — allows changing the selected task settings;
Repeat — allows transitioning to create a regular task;
Copy — copies the selected task as a one-time task;
Observers — displays a list of users who can view the task;
Delete — deletes the selected task.
The process of editing a task is described in the article linked.
Updated on: 22/09/2024
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