Nov 23, 2015 - 04:50 AM
First , you should run your store and open home dashboard . It will looks like this.
After that you need to open that dashboard profile which contains Task window. Generally this is manager dashboard. To switch from administrator to manager dashboard profile simply click on box on the top right corner.(I have marked it with red square)![alt text]
Once it is done your dashboard will looks different. You will see different informational windows. To create personal tasks we need Tasks window(I have marked it with a red square) If you want to create task for yourself you should choose personal task When you will click that you will reach the tasks screen where all your personal(and not only personal, you can assign tasks to all your employees) tasks can be set up.
Here you can see all tasks you have and create new. You can search tasks via choosing Search criteria. If you want to create to create a new task you need to hit new task( green plus). You will see this screen. So to set up a new task, you need to name it. If the task is important you can also check important checkbox. You need to write the message( what you need to do due to this task). The Folder field allow you to organize your tasks( for example all your tasks related to the client emails you can put in folder Emails , tasks related to shipping setup into the shipping folder) You can create new folder simply hitting the ‘new’ button which is near the folder listbox. After that you can schedule your Start time and reminder time(if you forget about task, reminder will remind you in scheduled time) After that press Save. You will get this screen where you can see task you have created. After that hit save in the top left corner. Now you see your task on the dashboard profile screen in Todays Tasks window.