Streamline your operations with Tasks
Use Tasks to keep your to-do list in Stora, so you can stay on top of your leads and day-to-day operations.
How it works
There are several ways to create tasks in Stora. Which approach you take depends on if you want your task to relate to a specific resource or not.
Tasks related to specific Contacts, Subscriptions, Units or Sites
In Stora you can relate tasks to a specific Contact, Subscription, Unit or Site by visiting the page for that the resource you wish to relate the task to. Once there, you'll find a tasks section on the top right. Create the task from there, and it will be automatically related to the resource. All tasks related to the resource can be seen here, or you can see these tasks amongst all of your tasks on the Tasks page.
If you create a task for a Subscription or Unit, they will automatically be linked to the relevant Site too. Meaning, on your Site pages, you'll see every task related to a site.
If you don't want your task to relate to a Contact, Subscription, Unit or Site, you can simply visit the Tasks page from the side, and create a task from the blue button in the top right.
When you've launched the task creation pop-up, you can create a task by simply describing it. Everything else is optional or can be added later.
Assigning tasks and notifying assignees
When creating a task you can assign any team member with a Stora account. When you assign, you'll be given an option to email them their task assignment.
Adding due dates and extra details.
You can set a due date while creating your task and extra details. Extra details gives you full text formatting too, meaning you can add titles, links and even images.
How to manage tasks
On the Tasks page, you'll by default see a list of all tasks across your account. You can use the filters at the top to then drill down and see specific tasks for certain assignees, for a specific Site, related to a specific resource and more.
You can also search for a task name, and change the Sort order from the sort button on the right.
Select any task to view it in more details. You can edit or complete from here, and you'll also be able to add notes to update the task or discuss it with your team.
Simply click the checkbox to the left of the task name, and it will be marked as complete.
Reopening completed tasks
You can see your completed tasks by selecting Incomplete from the status filter on the Tasks page. You can then untick the checkbox should you wish to reopen it.
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