The Tasks screen shows tasks from across WithWine: tasks for customers, orders and emails, and general tasks.
How to open the Tasks screen
Click Tasks in the left-hand menu. The number next to it shows tasks that are due.
What's on the Tasks screen
On the left, Tasks lists the tasks, with how many are overdue. Each task shows its due date, the staff member it's assigned to, and an icon if it's linked to a customer.
On the right, a calendar shows tasks on their due dates. Use today and the arrows to move between months.
Use the filters at the top to change what you see:
Assigned To: your own tasks (the default), Anyone, or a particular staff member.
Associated With: Anything, Customer, Order, Email Communication or Calendar (general tasks).
Due: Selected Month (the month on the calendar) or Any Month.
How to add a general task
General tasks aren't linked to a customer or order, for example "Order more Riesling glasses for the cellar door".
On the Tasks screen, click + Add Task.
Enter the Description, choose when it's Due and who it's Assigned To.
Click Save.
To add a task for a customer, add it from their record instead. See "How to add a task for a customer".