Install and configure Tasks

1. In the sidebar, navigate to Apps → Marketplace
2. Look for Tasks in the list of applications and click on the Install button to open the installation dialog
3. In the installation form, enter a Name for your installation, for example “Store requests”
4. Optionally, select a Group to organise your installations
5. Click OK to create the Tasks installation

One installation can receive requests from several solutions in the same store. Create a separate installation for each store, so staff only see their own store’s requests.

1. Your new installation will be available in the sidebar under Apps → Installations
2. Open the installation and go to the Configuration tab
3. Set the Login method staff use to open Tasks:
   • Pin code: staff enter a PIN. Enter the PIN in the settings. This needs no other setup
   • Email: staff sign in with their PhyGrid account. Invite them to the tenant first, see Invite a user
4. Turn on Show serving tab (Enable ticket check out). It adds the For Payment column and the Complete button. Without it, requests disappear from the board once they’re delivered
5. Optionally, leave Customer can cancel ticket on, so customers can cancel a request that hasn’t been prepared yet
6. Optionally, add Stations, such as “Pickup desk” or “Fitting rooms”, so staff can choose where they’re serving
7. Optionally, set up Staff notifications to email staff when too many requests are waiting, or when they wait too long
8. Save the settings

Tasks only accepts requests while its queue is open. While it’s closed, solutions can’t send requests: Endless Aisle shows “An error occurred while creating order”.

1. Open Tasks on a staff device. See Manage requests in Tasks
2. Open Settings and turn on The queue is open