Tasks
A fully functioning CRM.

Summary
Use this screen to add, view and manage Tasks.  
 It contains a summary of all Tasks, and may be used to review your own Tasks, as well as those assigned to other Users. 
 Tasks may be added throughout the system, against Sales Orders, Purchase Orders, Stock Transfers and more; for a guide on adding Notes and Tasks, click here 
 Notes are simply Tasks without an actionable task 
 Key to Icons 
 = open 
 = in progress 
 = awaiting reply 
 = awaiting action 
 = completed 
 Overdue Tasks are highlighted in red 
 For more information on Statuses click here . 
 Finding a Task 
 All Tasks are listed on this summary screen; use the filters to find or view Tasks. You can filter by: 
 
 Store 
 Store User 
 Category 
 Status 
 Due Date 
 
 You can also choose to view overdue only. 
 
 View by Category 
 Use the filters to view Tasks linked to a specific Category; these are set up in Site Settings . 
 
 It is not possible to filter by sub-category 
 View by User 
 Use the filters to view tasks assigned to a specific User. 
 
 Some tasks may be linked to more than one User 
 Managing a Task 
 Click on the Task Id to manage that Task. 
 More information on managing tasks is available here .

Managing Tasks

Summary
The Task page displays all of the relevant information about any specific Task, and allows the User to update and manage the Task as appropriate. 
 Page Breakdown 
 
 
 
 
 
 Status 
 Summary 
 Detail 
 Notes 
 Audit History

Status
This section shows the status of the Task; this is actually managed within the Task Summary . 
 
 The statuses include: 
 
 open 
 in progress 
 awaiting reply 
 awaiting action 
 completed 
 
 These statuses are set manually; they are not linked to any additional function

Task Summary
This section shows essential information about the Task.  
 
 Summary 
 Use this to enter a summary of the task - this is output as part of the list of Tasks on the previous page, and is intended to be used as a small snapshot of the action. 
 This is an optional field. 
 Assignment 
 This will show a list of all Users linked to this Task. 
 Note: a single Task can have multiple Notes added to it, and each of those may have different Users assigned to them 
 Category 
 Use these controls to set the Category and Sub-Category to the Task.  
 These must be manually assigned, and no automation is linked to them 
 Status 
 Use this to control the Status of the Task. 
 These must be manually assigned, and no automation is linked to them

Detail
This section will show the Detail of any linked item, e.g. a Sales Order. 
 
 Detail 
 This will vary depending on the lined item. 
 For example, a Task linked to a Sales Order will include information on the Sales Order No. and Date, the Customer, etc. 
 These are the different kinds of links: 
 
 Customer 
 Customer Return (RMA) 
 Purchase Order 
 Sales Order 
 Stock Transfer 
 Supplier Return

Notes
This section is used to manage the Notes that are within a Task. 
 
 From this section is is possible to view and comment on individual Notes, as well as reassign them to a new User.  
 It is also possible to mark a Note as completed within this section.  
 Multiple Notes/Users 
 All Tasks must have at least one Note. It is also possible to insert addition Notes to a Task within this section.  
 As each Note may be assigned to a different User, it is possible to have multiple Users linked to a single Task. 

Audit History
In this section, a complete Audit History for the Task is displayed. 
 
 This is automatically generated based on actions taken by Users in the CMS.