Task Overview Page
This page shows you a list of all your tasks in the system. The table is filterable by clicking on the title of each column which will filter the table according to that specific column in ascending or descending order.
Adding a new Task
- Click on the "Add Task" button
- In the Task Details popup you need to fill in the following:
- Name
- Status
- Description
- Created Date
- Deadline Date
- Click "Save Task" Button
You can edit any task by clicking on it in the Task Overview Page.
Task Reminders
Task reminders are built into stratuShop to remind you when a task is due, or overdue.
In the Top Navigation Bar next to you Name is a Blue Bell Icon. When there are overdue tasks it will have a red circle over it with a number in it. The number reflects how many tasks are overdue. Clicking on the Bell Icon will drop a window down showing the most recent overdue tasks.
You can also click on the "View All Tasks" button to open your Task Overview Page.
Other Tasks
Overdue Invoices will reflect as Tasks in your overview once they have gone overdue and not paid. This helps you remember to follow up on them.