Tasks
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
Tasks Overview page
To view tasks, click the tasks button in the main left-hand menu:
(Main Menu)
You’ll see a overview of all tasks from here:
From the overview, you can take action on individual tasks as well as batch edit or mark as complete.
Select the checkbox(es) of the tasks you wish to take action on, for either marking as complete or to perform a batch edit. The top checkbox is the select all, otherwise select the individual checkboxes for the tasks you wish to take action upon.
Task Overview Filters
In addition, can filter to tasks on the following filters:
Context
Status
Users
Records
Batch Edit Dialog Window
You can batch edit tasks. Select the tasks using the checkbox on the lefthand side then click the ‘Batch Edit’ button, you’ll be presented with a dialog window, from which you can make assignments to user(s) and groups, set priority, set status, assign a due date and expiration date:
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 
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.