Order Task
  • 29 Mar 2023
  • 1 Minute to read
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Order Task

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Article summary

The order task section allows you to create tasks for your admin users to follow up on a customer's order.


Add A Task

1. Click on the green [+] Add A Task button.

2. Fill out the form, assign the task to the appropriate admin panel user, and click Save

3. If you want to send an email notification, please check the box.

4. Once a task is completed, click on the Is Complete box, so the system will not send an email notification to the assignee.



View a Task

1. In the admin panel, navigate to Dashboard > Tasks.

2. A full listing is viewable of all assigned tasks. Here you can edit and complete tasks as well. 

3. Use the Advanced search parameters to view more specified tasks. 



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