Create a Task

To create a task:

1. Click Add Task in the Task List or the Awards tab in Customer Maintenance.

2. Enter the task information:

   • Type - Type of task.

   • Description - Description of the task.

   • Priority - Priority of the task.

   • Start Date - Date on which the task will begin.

   • End Date - Date by which the task must be finished.

   • Start Time - Time at which the task will begin.

   • End Time - Time at which the task must be finished.

   • Visibility - The group that can view the task (Store, Employee Group, or Employee).

     Note:

     Employee Group visibility is not an option if you are using Customer Engagement to manage your tasks.

   • Assigned To - The employee group or employee to assign to the task. This field is not editable for tasks with Store visibility.

     Note:

     If Xstore Point of Service indicates the employee is not a valid Customer Engagement user, the employee does not exist in Customer Engagement.

3. If necessary, assign a customer to the task by performing the following:

   Click Assign Customer. Xstore Point of Service opens a window prompting for customer search criteria.

   Associate a Customer with the Transaction. The customer is assigned to the task.

4. Click Save.

   This task is created and added to the Task List.