Task management in HQ and POS for first-line workers and managers

Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Enabled for	Public preview	General availability
End users by admins, makers, or analysts	Feb 3, 2020	Apr 3, 2020

Business value

Retailers can create task lists, assign tasks to stores and workers, and track status. Retailers can notify store managers and store workers about upcoming or past-due tasks in point of sale (POS).

Feature details

Task management includes the following features:

• Store managers can create task lists for retail stores and track their status by store or by worker. Recurring tasks can also be created. For example, tasks can be created for Thursday night closures or the first day of the month.

• Store managers can assign tasks to individual workers in the store, notify them of upcoming or past-due tasks, update the status, and create ad-hoc tasks within POS.

• Store workers see notifications, view task details, and update the task status in POS.

See also

Task management (docs)