Creating tasks [NB]

Need a helpful To Do list? In the eCom Back Office you can assign tasks to yourself and your staff.

  1. At the top left of the Back Office click your name and from the list choose Tasks.

Click Add a task and create the task. 

  • Name – Name the task, for example, “Order article X from supplier Y”.
  • Status – Select a task status. When the task is completed, you can change its status to resolved.
  • Description – Provide a clear task description.
  • Assign to – Select the name of the staff member who should perform the task. You can select users created through Settings > General Settings > Users.
  • Due date – The deadline date when the task should be completed.
  • Time to – The time when the task should be performed, for example, January 1st, 2017, before 15:00 hrs.
  • Customer, product, order & return – Select the option here for which the specific task has been created. If a product must be ordered from its supplier, then select the product below Product.

You can filter the task overview by status.

 

Have more questions? Submit a request