New to-do list view that shows all open items across an entire store location.
This guide provides a walkthrough of the new "Store To Do List" feature on the ActivateOS platform. This feature is an addition to the existing "My To Do List", which focuses on tasks assigned to individual users. The "Store To Do List", however, displays all open tasks at a store, including opportunities, inspections, and reminders.
Renaming the Existing To Do List
Note that the existing to do list is now renamed as "My To Do List". This emphasizes that the tasks listed here are specifically assigned to the user and are their responsibility.
Understanding the Store To Do List
The "Store To Do List" includes all open tasks at a store, not just those assigned to the user.
Tasks are displayed in a list or table format, unlike the card system used in "My To Do List".
New Symbols / Table Details
Learn the new symbols. The calendar symbol indicates an overdue item, while the lock symbol signifies a checked-out inspection. Familiarize yourself with the information displayed for each task. This includes customer details, item type, due date, and assignee. All these fields are searchable and filterable.
Using the Store To Do List
Use the search function to filter tasks. For example, search for "Claremont Designs" to view all tasks related to this customer.
Search by an individual's name to view all tasks assigned to them. For example, search for "Donna Smith" to see all her assigned tasks.
Sort tasks by clicking on the column headers.
Taking Action on Tasks
Click on any task to take action on it. This will take you to the next step, similar to the process in "My To Do List".
Reassign tasks if necessary. For example, if a task is assigned to another person but you want to complete it, click on the task and reassign it to yourself.
