---
schema_version: "1"
id: b1db77cbad528704eded5cd522c55b3acd59c362dbb52b57af082d5a039cfa19
title: Manage Store Tasks with Point of Sale
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/commerce/264-0-0/rt_pos_clienteling_manage_store_tasks.md
canonical_url: https://help.salesforce.com/s/articleView?id=commerce.rt_pos_clienteling_manage_store_tasks.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 59cd27a3b1fbb77d8cdba96b8c98a6a5691d2a7ffe2231c4e706c697c9aba1a2
description: Create a list of tasks to help with task management and leverage the feature to keep track of any to-dos you might have.
products:
  - Commerce
release: "264"
---
# 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](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-commerce-retail-264-0-0-production-enus/17d647fb-8988-49fb-9add-c4f4cc79c9e4/retail/images/rt_pos_clienteling_tasks_cms.png)

## 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.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-commerce-retail-264-0-0-production-enus/17d647fb-8988-49fb-9add-c4f4cc79c9e4/retail/images/rt_pos_clienteling_pos_tasks_deep_link.png)

### Tasks User Flow

The associate can create, complete, and delete tasks as needed.![A to-do list in the POS app.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-commerce-retail-264-0-0-production-enus/17d647fb-8988-49fb-9add-c4f4cc79c9e4/retail/images/rt_pos_clienteling_todo_lists_pos_app.png)

### 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.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-commerce-retail-264-0-0-production-enus/17d647fb-8988-49fb-9add-c4f4cc79c9e4/retail/images/rt_pos_clienteling_create_task_pos_app.png)

### 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.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-commerce-retail-264-0-0-production-enus/17d647fb-8988-49fb-9add-c4f4cc79c9e4/retail/images/rt_pos_clienteling_completed_task_pos_app.png)

### Delete a Task

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