Tasks & reminders function

Tasks & reminders within Storeganise serve as a dynamic tool crafted to streamline reminders and ad hoc tasks across the platform, empowering you to stay organized and efficient in your daily operations.

Adding tasks

• Simply go to the units page to create a new task/reminder. You can add the task/reminder to all unit states (available, occupied, etc).

  You can also add tasks under the user profile. However, tasks on users currently won’t appear in any jobs list.

• Tailor each task with precision by including comprehensive details such as specific instructions, relevant links, and optionally, a due date for prioritization.

Setting up tasks or reminders will also make it easier for customer interaction management by generating tasks for pivotal actions like following up with leads or handling abandoned reservations, ensuring no opportunity slips through the cracks.

View tasks & reminders

You can see the details of tasks/reminders that you've set up on the unit's page directly along with its description and due date.

For better daily task management based on the due date set, you can also view the list on the job list section on each site.

Tasks and reminders can't be edited after they are created.

Deleting tasks

Once the task is done, you can click on each task from the jobs list and it will direct you to the unit's page where you can click on ✖️ button on each task to mark it as done or delete it.