Creating Tasks

This guide shows you how to create a task and set up a dynamic album for it. Tasks let you send specific instructions to your field staff — such as stock audits or promotional compliance checks — and track their progress from the backend. You can choose which customers a task applies to and which users are responsible for completing it.

Open this guide in full screen ↗

1. Click Forms / Surveys in the navigation menu on the left.
2. Click Task Overview.
3. Click TASK SETUP.
4. Type the description of the task you want users to see.
5. Choose the type of task:
   • Stock Audit — the user gives feedback on the status of the item in question. Used where tasks differ per store.
   • Promo Compliance — used where the same task must be completed at multiple stores.
6. Choose whether users may upload a photo from their gallery (turn on) or must take a photo, then click Next.
7. Select the customers where the task should be completed. Expand the advanced filter to narrow the customer list, add the relevant customers to the Selected Customers box, and click Next.
8. Select the start date (when the task becomes visible in the App) and the end date (when it must be completed by), then click Next.
9. Select the user tags allocated to the users you want to complete the task. All users with that tag will be able to complete it, and when it’s completed it’s completed for everyone. You can select multiple tags. Click Next.
10. To have BizTrack create a dynamic album, turn on the Create Photo Album toggle, select what information to show on the album, and click Save.