The Create Task dialog allows users to easily create and manage tasks from various locations throughout the system, including ITM scoreboards, WHS worksheets, Retail Quick Search, and Pay Paysheets. This dialog helps streamline task creation and ensures all required information is captured before submission.
Create a Task
Required Fields
Before you can create a task, you’ll need to complete two required fields:
-
Task Type – This field appears with a purple box and glow to help it stand out. Choose the option that best describes your request.
- Depending on where you’re creating the task, the list may include all or only some of these options:
- Ask a Question
- Check a Balance
- Add to Inventory
- Remove from Inventory
- Review Retail Setup
- Create a SKU
- Deactivate a SKU
- Depending on where you’re creating the task, the list may include all or only some of these options:
- Summary – Enter a short description that explains what the task is about.
You’ll need to fill out both fields before clicking Create.
Optional Fields
The rest of the fields are optional, but they can help give more context or make the task easier to manage:
- Additional Request Information – Add any extra notes or details.
- Priority – Set how urgent or important the task is.
- Assign To – Choose who should work on the task.
- Attachments – Upload any supporting files or documents.
- Additional Data Information – Include any other details that might be helpful.
Editing a Task
If you need to make changes after creating a task:
- Go to the Tasks Scoreboard (SB).
- Click the task row you want to update.
- Make your changes and save.
All tasks are managed through the ITM Task Scoreboard.
Viewing Assigned Tasks
If a task has been assigned to you, it will appear in your ITM Assigned to Me widget in the ITM Dashboard. This makes it easy to track and manage the tasks you’re responsible for.