HS Logbook: Completing Task Lists

Task Lists and To-Dos help your management team communicate effectively and stay on top of the various jobs needed to be done every day around your store. While ToDos are jobs that are assigned to specific employees, Task Lists are generally created for chores that need to be completed in the store on a regular basis.

Your store’s general manager or administrator has set up various task lists that the management team needs to ensure are completed regularly.  You can find these in Task Lists under the Logbook tab.

To complete a task list, simply click its name in the list.  Its list of tasks will appear, and you can go through and complete each as needed. 

Fig.1 - Task lists that need to be completed

A list of tasks that need to be completed will appear. Some tasks will require you to select appropriate options, type in an amount, or simply initial that it has been completed.

Fig.2 - Completing a task on the list

Tasks that have yet to be completed appear with an orange bar next to them, while completed tasks will show as green. The circle next to the name of a Task List will also change to green as more tasks are completed.

Fig.3 - Green and orange denote which tasks have been completed and not completed, respectively

Clicking on the three dots next to a task in the list brings up the option to make a Task Item or a Follow Up. Task Items allow you to comment on or leave a picture of the task.

Fig.4 - Task Items allow you to add attachments

A Follow-Up is a To-Do that can be used to assign a specific duty to an employee in relation to a task on the task list. These can be created manually, or configured to appear automatically by your administrator.

For example, if a task asks to make sure you have enough of an item and you report that you have less than the acceptable number, a follow-up may automatically be created so that you can assure that the task is finished within the set guidelines.

Fig.5 - Follow-ups allow managers to assign people to specific tasks related to a task list

You can view your follow ups under the Follow Up sub-tab.  There you can click Edit to add comments or photos.  You can also update its status as you progress.

Fig.6 - Follow-up sub-tab