Overview

Tasks help you keep track of the work that keeps your business running.

Everyone sees their own tasks on the Tasks page.
Business admins set tasks up from there too, with the Set up tasks button.

Set up tasks

Click Tasks in the sidebar.
Click Set up tasks at the top right. Only business admins see this button.

Task setup has four tabs: Roles, Tasks, SOPs and Reports. Roles and Reports are part of the Retail plan.

Roles

A role is a group of tasks, like "Packing" or "Outreach Team". Each task goes to one role, and each person sees the tasks for their roles.

On the Roles tab, click + Add Role and give it a Role Name.
Give people roles from Team Members, using Role Management in the row menu.

Add a task

On the Tasks tab, click + Add Task and fill in:

Task Type — Outreach, Recurring or One-Time (see below)
Assigned Role — the one role that will see this task
Association — the part of AMS it's about: Retail, Leads, Podcasts, Collabs or Events. Then pick the exact record (like one retailer). Required for outreach tasks, optional for the rest.
Task Name — a short, clear name
Description — any extra instructions
Frequency and Day of Week — recurring tasks only
Due Date — one-time tasks only
Linked SOPs — guides the person can open from the task

Task types

Outreach — reaching out to someone. Finishing it also saves an outreach record.
Recurring — comes back on a schedule: Daily, Twice A Week, Weekly, Every Two Weeks, Monthly, Quarterly or Yearly.
One-Time — done once.

SOPs

An SOP is a step-by-step guide for how you do something, like "How we pack an order".

On the SOPs tab, click + Add SOP.
Fill in the SOP Name, a Category (optional) and the Details.
Use + Add Reference to add a link or a file, like a PDF or photo.
Link the SOP to tasks using Linked SOPs on the task.

The SOPs page in this section has the full steps.

Reports

Reports show how your team is doing with tasks:

Completion Overview — total completions, by type, and who finished the most
Attention Needed — overdue tasks
Completion Log — every completion, with who and when

Your tasks

Click Tasks in the sidebar to see your tasks. Tabs across the top (All, Outreach, Recurring, One-Time) show how many of each you have.

Task cards

Each task card shows the task name, its type, when it's due and what it's about. Overdue tasks are marked so they stand out. If the task has guides, click SOPs to read them.

Search, sort and filter

Type in the search box to find a task by name.
Sort by overdue first, name, last completed, last outreach or due date.
Open the filters to narrow by Type (Retail, Leads and so on), Frequency, last Outreach and last Completed.

Completing tasks

Click Mark Complete on the task card.
Add a note if you like.
Save. AMS records who finished it and when.

Outreach tasks

Outreach tasks have a Log Outreach button instead. It finishes the task and saves the outreach in one step. Fill in:

Date and Type — when and how you reached out
Outreach Notes — what was said
Reminder Date — when to follow up
Completion Notes — optional

Your history

At the bottom of the Tasks page, My Completion History shows the tasks you've finished. Switch between This Month, Last Month and All Time.