To-Do Lists

To-Do Lists

To-Do Lists Overview

A To-Do List is a structured task list sent by the company. Although a To-Do List may look like a standard message in appearance, its primary purpose is to provide employees with actionable instructions rather than general updates or communication.

Each item on the list usually includes a description of the task, relevant deadlines, and any necessary links or documents required for completion.

Unlike regular messages, which are intended for sharing information or facilitating discussion, the To-Do List is specifically designed to assign responsibilities and track progress on work-related activities.

This article provides information on all functions of the "To-Do Lists" module.

1. Navigating to the "To-Do Lists" Module

 To reach the "To-Do Lists" module:
  1. Step 1: Log into Control Center
  2. Step 2: Choose Point of Sale
  3. Step 3: Choose Others
  4. Step 4: Choose To-Do Lists  
Figure 1.1 will help you to understand the navigation better. 
                                                                                                       Figure 1.1

2. Understanding the "To-Do Lists" Module Layout

Please see the image below, labeled Figure 2.1, for a description of the buttons and fields that appear on the screen.

                                                                         Figure 2.1
1: Add New: Use this button to add a new To-Do List.
2: Edit: Use this icon to edit the To-Do List.
3: Delete: Use this icon to delete the To-Do List.

3. Creating a New To-Do List:

Follow the steps below to add a new To-Do List:
  1. Click the “Add New” button, as highlighted in Figure 2.1, to add a new To-Do List.
  2. The form will appear on your screen, as shown in Figure 3.1 below.
                                                                             Figure 3.1

3.1. Details Tab

  1. Subject: Enter a relevant subject line that clearly reflects the purpose of your to-do list.
  2. Note: Use this field to describe the To-Do List in your own words. Include any additional details that might be useful for future reference.
  3. Run Frequency: Select the appropriate frequency from the drop-down menu based on how often the task should be performed—such as daily, one time, weekly, Bi-Weekly, Monthly, or Bi-Monthly.
    Notes
    Note: For To-dos to be created and synced to the POS, the run frequency must be set to One Time.


                                                       Figure 3.1.1

  4. Type: Choose the to-do list type as described below:

                                                  Figure 3.1.2
  1. Manual: A general or custom task that requires the employee to perform something manually without system automation. For example: "Check endcap display," "Clean stockroom," "Follow up with a customer," "Verify pricing," etc. The task is informational - it requires human action, with no printing or scanning involved.

  2. Print Labels: A task instructing the employee to print a product label from the POS. For example: Print new price labels for clearance items or for replacing missing shelf tags. This To-Do task integrates with a label printer; the system may generate labels based on product or pricing updates.

  3. Cycle Counts: A task related to inventory auditing - specifically counting an inventory definition. Choose the inventory definition from the drop-down list below and create the To-Do List.

3.2. Assignment Tab

The Assignment tab is used to control where a to-do list is sent and which locations are responsible for completing its tasks. It allows you to manage and customize the distribution of the to-do list across different stores and employees/corporate users within your organization.

                                                                        Figure 3.2.1
  1. Send To: In this field (See Figure 3.2.1), 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.

                                                                Figure 3.2.2
  1. Manage Assignments: In this field (See Figure 3.2.1), you can select the specific locations or location groups where you want this To-Do List to be displayed. 

                                                                      Figure 3.2.3
Buttons:
  1. Cancel: Use this button to cancel the changes you made. 
  2. Delete: Use this button to delete the To-Do List. 
  3. Save & Close: Use this button to save the changes made and close the screen. 
  4. Save & New: Use this button to save the changes made on the current To-Do List page and open another Create To-Do List. 
  5. Save: Use this button to save the changes you made.

4. Editing To-Do Lists:

Follow the steps mentioned below to edit a To-Do List:
  1. Click the Edit button highlighted in Figure 2.1 above to edit a To-Do List.
  2. The form, as shown in Figure 4.1, will appear on your screen.
                                                                                Figure 4.1
  1. You are allowed to modify the existing To-Do List, depending upon the requirements.
  2. Finally, you save the changes made to the To-Do List using the "Save," "Save & Close," and "Save & New" buttons highlighted in Figure 3.1 above. 

5. Deleting To-Do Lists:

Follow the steps below to delete a To-Do List:       

  1. Click the Delete button as indicated in Figure 2.1 to delete a To-Do List.
  2. The dialog box, as shown in Figure 5.1, will appear on your screen.
                                 Figure 5.1
  1. Click “Yes, Delete” to continue the process of deleting the To-Do List.
  2. Click “Cancel” to close the pop-up and skip the deletion process.