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 .