About
Tasks creates a list of actions that a user needs to complete. The tasks can be for individual users as well as groups of users. Tasks apply to actions on orders that are in various order locations requiring some sort of follow up actions, including:
Accounts Receivable
Order Processing
Fraud Review
Adding Tasks
Tasks can be added manually as well as automatically based upon defined rules.
Manually Viewing and Adding Tasks
To add and view your tasks manually, you'll click the the 
that will appear at the top right side of the page in the areas that tasks can be assigned.
Clicking the tasks button will open a dialog window that will contain a ‘Add task’ button:
Next, you’ll enter the task details into the Task Editor:
After saving the new Task, the confirmation dialog window will show the new task:
The Task button will be updated to reflect the open task for the user:
Clicking on an active task from the task button will open the task editor. The task can be edited as well as marked as completed:
The Task will have a checkmark in the task button dialog window indicating it as completed:
Automating Tasks with Rules
In addition to adding tasks manually, tasks can be automated via rules.