Tasks

22 articles

Frontline Portal - Create a new task

Getting started. Click on the + icon in the header to begin. Choose Task. Find out more about Templates. You will be asked to give your task a name. You can change this later if needed. Description.…

Updated 3 weeks ago by Leigh Hutchens

Frontline Portal - Assignees - choosing Task recipients

When creating a task , you must select an audience - these will be the recipients of the task. You can choose to send the task to individuals, a collection of stores, or groups (e.g. Country/Region/D…

Updated 3 weeks ago by Daniel Sjögren

Frontline Portal - Adding questions to a Task

You should also review Creating a new Task for broader guidance on creating and sending tasks. Many tasks sent out require stores/recipients to supply additional information back and/or to fill in qu…

Updated 3 weeks ago by Daniel Sjögren

Frontline Portal - Templates

Templates speed up the process of generating similar communications. They are also a great way for users in the same group to collaborate on content. Creating a template. Templates are created by cre…

Updated 3 weeks ago by Daniel Sjögren

Frontline Portal - Tasks dashboard

You can easily view all tasks in the Tasks dashboard. Collections. Tasks are grouped into collections. To access other collections, click on the current collection title (e.g. Overview): More details…

Updated 3 weeks ago by Daniel Sjögren

Frontline Portal - Searching for Tasks

To find your tasks quickly, use the magnifying glass icon to search and narrow down the results presented to you. Search by Task Name . Task Category. Content in Task Description. Tip: The results wi…

Updated 3 weeks ago by Daniel Sjögren

Frontline Portal - Canceling & moving Tasks

You can cancel a Task that you sent (or that has been sent by someone else in your group/store). Canceling a Task will mark it as canceled for those recipients who have not yet completed it. Canceled…

Updated 3 weeks ago by Daniel Sjögren

Frontline Portal - Completing tasks

This article is aimed at helping task recipients (e.g. stores) to understand what is required of them in a task. For more information about viewing the completion rates and activity on tasks that hav…

Updated 3 weeks ago by Daniel Sjögren

Frontline Portal - Uploading files for review

Before proceeding, you should take a look at the articles: Viewing a Task, Scheduling when a task will be started, Starting a task & Completing a Task You may be asked to add uploads when completing…

Updated 3 weeks ago by Daniel Sjögren

Frontline Portal - Task assignments

Read more about creating tasks. This article is particularly relevant if you are part of a store/group with multiple users. If you are the only user in your store/group (or you use a single shared st…

Updated 2 days ago by Leigh Hutchens

Frontline Portal - Scheduled Tasks

Sometimes, you have all of the information you need to create a task, but you don't want to send it out just yet. Setting a scheduled publish date. Whether that's due to timing or not wanting to over…

Updated 3 weeks ago by Leigh Hutchens

Frontline Portal - Task Details

This article is aimed at helping task recipients to understand what is required of them in a task. For more information on viewing the completion rates and activity on tasks that have been sent to st…

Updated 3 weeks ago by Leigh Hutchens

Reviewing task progress

You can get a quick summary of the progress of tasks from the cards on the dashboard. Click on the task to get more detail. Hint! You can review the original task by selecting View details. Filter by…

Updated 3 weeks ago by Leigh Hutchens

Frontline Portal Task notifications

When you have new tasks awaiting your action, you'll see a red dot in the upper right-hand corner of the task. These notifications will include a new task assigned to you or your store, a new chat me…

Updated 3 weeks ago by Daniel Sjögren

Frontline Portal - Task Collections

Collections. Tasks are grouped into Collections. To access other collections click on the current collection title (e.g. Overview): Overview : All unread stories and incomplete tasks for my store or…

Updated 3 weeks ago by Leigh Hutchens

Frontline Portal - Chatting about a task

You can add a message to the Chat via the Message box at the bottom of the detailed view of a task. The Chat channel can be used to keep your own notes on a task or to communicate with others. To tag…

Updated 3 weeks ago by Leigh Hutchens

Frontline Portal - Sending Reminders

Reminders can be sent on all tasks to prompt recipients to take action. Reminders trigger email notifications as well as notifications within the application itself. If you're using the Frontline Por…

Updated 3 weeks ago by Daniel Sjögren

Frontline Portal - Scoring

When adding a question, you have the option to mark which is the correct answer. There are a couple of settings when using the scoring option for questions. The default allows a user to submit an inc…

Updated 3 weeks ago by Leigh Hutchens

Frontline Portal - List view

To access the List view , click on the view icon, which is a grid by default: This may be a more useful view when viewing on mobile devices. All information seen in cards can be seen in the List view…

Updated 3 weeks ago by Leigh Hutchens

Frontline Portal - Viewing responses to questions

Before proceeding, you should take a look at the article Reviewing task progress. You can view all store/recipient responses to questions or you can view each response one by one. View individual res…

Updated 3 weeks ago by Leigh Hutchens

Frontline Portal - Drafts

You can build detailed communications gradually or choose to pause what you're doing and return to a draft later. All 'Editor' users in your group will be able to view, edit and send any of your draf…

Updated 3 weeks ago by Leigh Hutchens

Frontline Portal - Saved audience lists

Users can organize stores (or groups or people) differently. We understand that users sometimes need to create a selection of assignees, which can be quite specific or large and is not easily picked…

Updated 3 weeks ago by Leigh Hutchens