To-Do List Overview
A To-Do List can be described as a task list sent by the company that looks like a message but it contains instructions to do a task instead of general communication.
Navigating to the To-Do List Module
To reach the To-Do List module:
- Log into Control Center
- Choose Point of Sale
- Choose Others
- Choose To-Do Lists
Understanding the To-Do List Module Layout
Please see the image below labeled Figure A for a description of the buttons and fields that appear on the screen.
Creating a New To-Do List:
Follow the steps mentioned below to add a new To-Do
- Click the “Add New” button as presented in Figure A above to add a new To-Do
- The form will appear on your screen as shown in Figure B below.
- Subject: Mention an appropriate subject
that pertains to what your list is about.
- Note: In this field, define the To-Do
List according to your understanding. It could be defined with any extra
details that can come in handy later.
- Run Frequency: From this drop-down list of
frequencies, choose the option that supports your To-Do List purpose, i.e.,
daily, or one-time.
- Type: This field lets you choose
the type of To-Do list whether you want to do
it yourself (Manual) or let the
POS device do it for you (Print Labels).
Editing To-Do Lists:
Follow the steps mentioned below to edit a To-Do
- Click the “Edit” button highlighted in Figure A above to edit a
- The form as shown in Figure C will appear
on your screen.
- You are allowed to modify the existing To-Do list,
depending upon the requirements.
- Finally, you may save, close, or add a
To-Do list using the buttons highlighted in Figure
Deleting To-Do Lists:
Follow the steps mentioned below to delete a To-Do
- Click the “Delete” button as indicated in Figure A to delete a To-Do
- The dialog box as shown in Figure D will appear on
- Click “Yes,
Delete” to continue the process of deleting the To-Do List.
- Click “Cancel”
to close the pop-up and skip the deletion process.
Send To: In this field (See Figure F), from the drop-down list, you
can assign this To-Do List to one or many locations,
to one or many
employees, or to any of the company users.
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