Task management in POS

This article describes task management in the Microsoft Dynamics 365 Commerce point of sale (POS) application.

The Dynamics 365 Commerce POS application has task management features that let store managers and workers manage tasks and update task status. Store workers can access tasks either by selecting the Tasks tile on the POS home page or by selecting task notifications. By default, store workers are taken to the My tasks tab, where they can view the tasks that are assigned to them. However, they can easily switch to the Overdue tasks, Open tasks, and Task lists tabs.

Task operations for store managers

Store managers can perform the following task operations in the POS application by using the buttons on the command bar:

• Assign – Assign selected tasks to a store worker.
• Task status – Change the status of selected tasks.
• Filter – By default, only active tasks are shown. However, by applying filters, managers can view all tasks, even tasks that have been completed or canceled.
• New task – Create a task under an existing task list, or create an single-purpose task.
• Edit task – Edit the details of a task.

Store workers can perform the following task operations in the POS application by using the buttons on the command bar:

• Task status – Change the status of selected tasks.
• Filter – By default, only active tasks are shown. However, by applying filters, workers can view all tasks, even tasks that have been completed or canceled.

The following illustration shows the My tasks tab in the Commerce POS application.

The following illustration shows the Task lists tab.

Additional resources

Task management overview

Configure task management

Create task lists and add tasks

Assign task lists to stores or employees