So you've logged into the Above Store Console and created a Task List for your company, but when you log into one of the stores, the Task List is nowhere to be found. Why is that? Well, every Task List has three sections that must be filled out properly in order to show up at the store level: Task List Version, Completion Schedules, and Assigned Stores. In this article, we will review common oversights within all three sections, and give some troubleshooting steps to ensure your task list populates.
For a detailed walkthrough of how to create task lists, please see this article.
Note: Task Lists are created in the Above Store Console. If you do not have ASC access, please reach out to your Corporate office.
Task List Version
When a task list is edited, a new version is created. This new version will be considered a Draft until a start date is applied. If the start date of a task list version is set for the future, that version will be considered Queued until it is viewed at the store level, at which point it will become Active.
A task list must have at least one Queued or Active version in order to appear at the store level.
A Start Date can be assigned by clicking on the version name and editing the appropriate box. You can only set it to the current or a future date.
If you have a Queued version of a task list with the start date set to the current day, simply logging into an assigned store will make that version Active.
The Completion Schedule of a task list determines three things: When the task list will appear, how long a store has to complete it, and how often the list will recur.
If a Task List does not have at least one Completion Schedule, no version of it will appear on the site. If the Start Date is in the future, the Task List will appear on that day.
To set a Completion Schedule's Start Date, click on the name, and edit the appropriate box. You can fill out the End Date if the Task List should have a limited run in the store, or leave it blank to have it run indefinitely.
If the Completion Schedule has an end date that has already passed, the task list will no longer appear at the store level unless a new Completion Schedule with a proper start date has been created.
The Recurring section of the Completion Schedule determines how often a Task List needs to be completed. This can be set to every day, certain days of the week, every "X" number of weeks, or a specific day of the month.
A Task List will not appear at the store level on days it does not need to be completed based on this setting.
Example: I have a Task List that needs to be completed every week on Monday, Wednesday, and Friday. If I created the list on Saturday, it will not appear at the store level until Monday.
Task Lists must be assigned to the stores in which you wish them to appear. To do this, click on the Assign Stores button and choose the appropriate locations.
A Task List will only be visible in stores listed in the Assigned Store section.
If you have created Tags in your company, you can also assign your Task List to all stores that are marked with a particular tag. Check this article to see how to create Tags in the Above Store Console.
If your Task List still has not appeared at the store level, double check all of the previous sections for any configuration issues. If needed, feel free to raise a ticket with Customer Support, and we will be happy to assist you.