Exercise - Create an ad-hoc task and review the response

Completed

In this exercise, you'll assume the role of Monica, the store manager. You'll create an ad hoc task to arrange the clothes in the Women's section, and assign it to Riley, a store associate. After Riley completes the task, you'll review it and mark it as completed.

  1. Go to Store operations.

  2. Select Tasks on the left pane.

    Screenshot of the navigation pane with focus on Tasks.

  3. Select New Task on the command bar.

  4. Provide the following details:

    • Name - Arrange the clothes in the Women's clothing section

    • Assignee - Your frontline worker user

    • Description - Arrange the clothes in the Women's clothing section

    • Due Date - Today's date

    • Time - 2:00 PM

    • Priority - Normal

    • Guidelines- Enter the following details in this field:

      • Categorize by style - Group similar styles of clothing together.

      • Categorize by size - Within each style, arrange the clothing items by size, with the smallest sizes on one end and the largest sizes on the other.

      • Keep clothing neat and organized - Ensure that clothing is neatly arranged on hangers, with no wrinkles or folds.

      • Please take a picture of this task after it's arranged.

    • Zone - Women's clothing

    • Task type - Visual merchandising

    • Is review required - Yes

    • Picture Mandatory - Yes

    • Reviewer - Your store manager user

      Screenshot of the Arrange the clothes task filled in.

  5. Select Save on the command bar.

  6. Open Store operations Mobile with the store associate user credentials.

  7. The assigned task will show in the to-do list. Select the Ad-hoc item button.

    Screenshot of Today's to-do list with the Arrange the clothes in Women's task showing past due.

  8. Select the Photos tab and then select Add from the gallery.

    Note

    If you're in an instructor-led training, upload the image that your instructor has provided.

    Screenshot of the Photos tab of the Arrange the clothes task.

  9. Upload the photo from your local drive and then select the Details tab.

    Screenshot of the photo uploaded.

  10. Select Send for review to reassign this task to the reviewer.

    Screenshot of the Details tab of the Arrange the clothes task showing the Send for review button.

  11. Go to Store operations Mobile and open the task that was sent for review.

  12. You can view the uploaded photos on the Photos tab and then provide reviews in the Review tab. Select Mark Complete on the command bar to complete the task.

    Screenshot of the Arrange the clothes task in Store operations Mobile with the Photos and Review tabs.