When creating a task, You will be selecting the Assignees - which will be the recipients of the Tasks/Announcements.
A new task can be created from your tasks dashboard. Click on the "+" icon in the header.
Once the Tasks description has been completed, the tasks assignees will have to be selected.
Choose who the task should be sent to -
You can choose to send the task to individuals, a collection of stores, or groups (e.g. Country/Region/District level teams). If you don't add any assignees, the task will be saved to your drafts.
- Stores/Groups - Use the search function or navigate through your hierarchy. If sending a task to a store or a group (a group may include a region or district) anyone within that store or group will be able to pick up and complete the task. If you only have 1 user account in each store then we would recommend sending to Stores instead of People. The task will automatically be assigned the store account.
- Assign to individuals - Select "People" and use filters (role, location etc) or search option to find the individuals. This is useful if you have many people in each of your stores/groups for sending to.
- Select from the Saved Lists
Hint! If sending to a group, a user from that group can forward the task to stores or groups below them in the hierarchy.