> ## Knowledge Base Index > Fetch the complete knowledge base index at: https://bes.crisp.help/sitemap.xml > Use this file to discover available pages before exploring further. > Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash). # Tasks. Viewing and Execution After a task is created, it becomes available to users according to the roles assigned within the task: * to executors – on the **"My tasks"** tab; * to the author – on the **"Instructed"** tab; * to watchers – on the **"Watching"** tab. The role determines the functions and actions available to the user when working with tasks in **Store Manager**. The following are available in the header of each tab: * the **Filter** button – tapping it allows filtering the task list: * by task type: * one-time; * recurring; * by status: * All statuses; * *"Created"*; * *"In Progress"*; * *"Returned"*; * *"Completed"*; * *"Draft"*. * by stores. * the *"Search"* field – for searching tasks by name. --- ### Small Task Card On all tabs (**"My tasks"**, **"Instructed"**, **"Watching"**), tasks are displayed as a list of small task cards. A small task card contains: * a status indicator: * yellow – *"Created"*; * blue – *"In Progress"*; * red – *"Returned"*; * green – *"Completed"*; * grey – *"Draft"*. || Note! Tasks with the "Draft" status are only available on the "Instructed" tab. * the task name; * priority – a flag of the corresponding color: * blue – low priority; * orange – medium priority; * red – high priority; * deadline (the final date for task completion); * the time by which the task must be completed; * the recurring task icon – displayed for tasks created on a schedule. The ⋮ **More** button in the upper-right corner of the small task card allows selecting one of the following actions: * **Edit** – allows making changes to the task settings (available to the *author* and *watcher* only); * **Repeat** – allows using and configuring the task as a recurring one (displayed if the user has access to creating new tasks); * **Copy** – allows creating a copy of the task (displayed if the user has access to creating new tasks); * **Watchers** – displays the list of watchers to the task executor (the author and watcher additionally have the option to remove a watcher using the ✕ button to the right of their name); * **Delete** – deletes the task (available to the *author* and *watcher* only). Tapping the ∨ **Expand** button in the lower-right corner of the small task card allows viewing the store(s) where the task must be completed and the executors designated for each store. To open the task details, double-tap the small task card. || Note! The parameters displayed upon navigating to the task details differ slightly depending on the user's role – these differences are described below in the corresponding sections. --- ### Interaction with Tasks for the "Author" and "Watcher" Roles Tasks created by the user for execution by others are displayed on the **"Instructed"** tab. Tasks in which the user has been designated as a watcher are displayed on the **"Watching"** tab. On each tab, a list of small task cards is displayed. Double-tapping a task card opens the **"Task Details"** page. ###### "Task Details" Page The task name and the **History Changes** button are displayed in the page header: ![](https://storage.crisp.chat/users/helpdesk/website/-/8/7/5/8/8758e5f16dbc1000/istoriya-zmin_higxun.jpeg)Tapping the **History Changes** button opens the **"History"** page containing information about changes to the status, priority, stores, products, executors, task copying, and other parameters, as well as changes to checklist items: creation, status updates, and deletion. The **"Task Details"** page contains 3 tabs: * **"Learn More"**; * **"Checklist"**; * **"Comments"**. To navigate to any tab, tap its name. **__"Learn More" Tab__** The following actions are available on the **"Learn More"** tab: * viewing or changing the task **status**. To change the status: * tap the value of the *"Status"* field; * select the required value from the dropdown menu: * *"Created"*; * *"In Progress"*; * *"Completed"*; * *"Returned"*. * viewing or changing the task **priority** (*"Low"*, *"Medium"*, *"High"*) – same steps as for changing the status; * viewing the date and time of the **deadline**; * reading the **task description** (if available). If products have been selected for the task, the **"Check"** section is also displayed on the **"Learn More"** tab, indicating the number of added products. Below the section, a list of stores where the task must be completed is displayed. Tapping a store card opens the **"Task Details at Store"** page (a detailed description of this page is provided in the **"Interaction with Tasks for the 'Executor' Role"** section below, as the set of available actions is identical for all roles). **__"Checklist" Tab__** The **"Checklist"** tab contains the checklist items added to the task. The following buttons are available in the tab header: * **Templates** – opens a menu of options: * **Save** – saves the created checklist as a template; * **Apply** – selects a previously saved template as a new checklist. * **Upload** – designed for uploading checklist items from an XLS file. The following actions are available on the tab: * **creating** checklist items using the *"Add item"* field; || Note! A checklist item created on the "Task Details" page is automatically added to the checklist for all stores included in the task. * **editing** checklist items – by tapping a previously created checklist item and entering the required changes; || Note! Editing a checklist item on the "Task Details" page is automatically applied to all stores in the task for items with identical text. If a store contains multiple items with identical text, only one of them is edited. The order of such items is not preserved. * ***deleting*** *– by swiping the checklist item to the left and tapping the **Delete** button.* || Note! Deleting a checklist item on the "Task Details" page is automatically applied to all stores in the task for items with identical text. If a store contains multiple items with identical text, only one of them is deleted. If the checklist contains at least one item, the ⋮ **More** button is displayed in the tab header. On the **"Task Details"** page, the item count is shown next to the button; tapping it opens the **Delete checklists from all stores** option. || Note! Completing a checklist item is not available on this page – this action is only possible on the "Task Details at Store" page (see the "Executor" role section). **__"Comments" Tab__** The **"Comments"** tab contains the general task chat. To add a comment: 1. Tap the *"Write a comment…"* field and fill it in. 2. Tap the **Send** button. || Note! When adding a comment on the "Task Details" page, after tapping Send, it is necessary to select where to add the comment: to the main task or to all available stores. A comment card contains: * the author's name; * the comment text; * the time and date of creation; * the **Reply** button – adds an **"@"** mention of the user whose comment is being replied to; * the **Like** button – allows leaving a reaction on a comment. A long tap displays the avatars of users who have previously liked the comment (if any). To mention a user in a comment, the **"@"** symbol can be used, followed by selecting the required user from the list of available users. || Note! Only participants who have access to the given task can be mentioned in comments. To delete a comment, swipe it to the left and tap the **Delete** button. || Note! After a comment is deleted, all replies to it are also deleted. --- ### Interaction with Tasks for the "Executor" Role The list of tasks assigned to the user as an executor is available on the **"My tasks"** tab (located in the navigation panel in the lower-left corner of the screen). To open the task details, double-tap the small task card in the list. --- ###### Navigating to Task Details * If the user has been designated as an executor for **one store only**, double-tapping the small card opens the **"Task Details at Store"** page directly. * If the user has been designated as an executor for **multiple stores**, double-tapping opens the **"Task Details"** page, from which the **"Task Details at Store"** page can be accessed by tapping the name of the required store in the list. The **"Task Details"** page for the executor contains the same three tabs and functionality as described above in the **"Interaction with Tasks for the 'Author' and 'Watcher' Roles"** section, with one limitation: on the **"Learn more"** tab, the task status and priority are available to the executor for viewing only. ###### "Task Details at Store" Page The **"Task Details at Store"** page contains the same three tabs – **"Learn more"**, **"Checklist"**, **"Comments"** – however, all parameters and functionality on this page apply to the selected store only. ***Note!*** *The **"Task Details at Store"** page is available to the executor, author, and watcher, and opens after tapping the required store card in the list on the **"Learn more"** tab of the **"Task Details"** page (see the corresponding section above).* **__"Learn more" Tab__** The following actions are available on the **"Learn more"** tab: 1. Viewing and changing the task **status**. To change the status: * tap the value of the *"Status"* field; * select the required value from the dropdown menu: * *"Created"*; * *"In Progress"*; * *"Completed"*; * *"Returned"*. 2. Viewing and changing the task **priority** (*"Low"*, *"Medium"*, *"High"*) – same steps as for changing the status. 3. Evaluating task completion progress using the indicator, which changes based on the number of processed products. The indicator is not displayed if the task was created without products. 4. Viewing the **executor's name**. 5. Viewing the **store name** where the task is being completed. 6. Viewing the **deadline** date and time. 7. Uploading a **photo report** by tapping the **Add Photo Report** button. || Note! A maximum of 10 images, up to 20 MB each, can be added to a photo report. | Important! The "Completed" status can only be set after a photo report has been attached if the "Required Photo Report" condition has been enabled for the task. If products have been selected for the task, the **"Check"** section is also displayed on the **"Learn more"** tab, indicating the number of selected products. Double-tapping *"Qty of goods"* opens the **"Products"** page with the full list of products selected for the task. ***"Products" Page*** The **"Products"** page is designed for processing products: * to mark a product as *"completed"*, swipe it to the left; * to mark a product as having an issue, swipe it to the right. During product processing, a comment and/or photo can be added as needed. The following are also available on the **"Products"** page: 1. An indicator with a product counter showing how many products have been processed and how many remain to be reviewed. 2. A search function for finding a specific product by name, barcode, or identifier. 3. Filtering the products displayed in the selection – tap the *"All products"* field and select the required option from the dropdown list: * all products; * pending review; * completed; * returned. The **Filters** button is also available in the **"Products"** page header – tapping it opens a side menu for filtering the product list by categories. **__"Checklist" Tab__** The functionality of the **"Checklist"** tab on the **"Task Details at Store"** page is designed for completing checklist items, as well as creating, editing, and deleting them (identical to the checklist functionality described in the **"Interaction with Tasks for the 'Author' and 'Watcher' Roles"** section). To complete a checklist item, tap the circle button to the left of the item text. If the checklist contains at least one item, the ⋮ **More** button in the tab header on this page displays a counter of total and completed items (for example, 2/4). Tapping the button opens a menu with the following options: * **Complete all checklists** / **Cancel all checklists**; * **Delete all checklists**. **__"Comments" Tab__** The functionality of the **"Comments"** tab for the task executor is identical to the comments functionality for the *"Author"* and *"Watcher"* roles described in this tutorial in the **"Interaction with Tasks for the "Author" and "Watcher" Roles"** section, with one simplification: a comment is added only to the comments of the selected store.