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Manage Store Tasks with Point of Sale

Create a list of tasks to help with task management and leverage the feature to keep track of any to-dos you might have.

The task feature is configured by a deep link in Point of Sale CMS, and can either be implemented in a layout or in a hamburger menu.

  1. Create a layout or hamburger menu, or use a preexisting one.
  2. Add the deep link by going to Store Associate > Tasks.
  3. Save your changes.The Tasks deep link setting in Point of Sale CMS

Manage Store Taks in the POS App

View the task creation process in Point of Sale's Point of Sale (POS) app.

After you've set up the deep link, relaunch the POS app and tap the deep link.The POS app with the Clienteling deep link at the bottom.

Tasks User Flow

The associate can create, complete, and delete tasks as needed.A to-do list in the POS app.

Create a Task

  1. Tap the + icon.
  2. Enter the ‌title and description.
  3. Tap Create.The Create New Task window in the POS app.

Complete a Task

After a task is completed, tap the Mark as Completed switch and the task transitions into the “Completed” list.A task listed under the Completed heading in the client profile on the POS app.

Delete a Task

Tap the Trash icon to delete either an incomplete or completed task.