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Occasions and tasks

Prepare the key moments of the year (holidays, sales, back to school…) and give tasks to the team with a deadline.

How to do it

  1. Open « Occasions & tâches ».
  2. Tunisian holidays are already filled in. Lunar holidays are marked « estimated date »: correct them with ✎.
  3. Click 💡 Idées on an occasion: products to promote and dated tasks are suggested.
  4. Tick the useful tasks and click « Créer les tâches cochées ».
  5. For your own task: « Nouvelle tâche », then choose the person, the deadline and the priority.
  6. Filter the list with « Toutes », « Pour moi » or « Confiées par moi ».

Good to know

  • Ideas are calculated by rules from your catalogue and your sales of the last 90 days.
  • Late tasks are shown in red.

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