Create notes, checklists and tasks, assign responsibility and track progress.
Who this guide is for: owners and managers. Before making changes, make sure the correct establishment is selected.
Before you begin
- Sign in to the appropriate workspace and check the establishment name at the top of the page.
- Prepare the information you will enter. Payment and integration settings also require the provider's connection details.
- If an option is missing, check your plan and your role's permissions.
Setup steps
- Open Assistant. Choose History, Notes, Checklists or Tasks.
- Create an entry. Enter a title, description and deadline, and assign a person if needed.
- Assign an employee. Choose an employee from the current establishment only.
- Track the status. Open the entry from its notification to check acceptance and completion.
Check the result
The assigned employee receives a notification, can open the task and mark it complete; the action appears in the history.
Troubleshooting
- Refresh the page and select the establishment again. Some data is only shown for the selected establishment.
- Check required fields, phone number format, dates and numeric values. Save errors appear on the right below the header.
- Do not create a duplicate just because a response is slow. Open the list first and check whether the record has already been created.